Filed: 8/14/2026ACC: 0001172661-26-003662
📋 What this filing means
D1 CAPITAL PARTNERS L.P. filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $34.78B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$34.78B
Total AUM (reported)
330.40M
Total Shares
Allocation by class
CLASS A COM STK$21.54B61.9%
COM$7.25B20.8%
CL A$1.60B4.6%
SHS$1.10B3.2%
ORD SHS$750.20M2.2%
COM CL A$596.18M1.7%
ORD SHS CL A$593.43M1.7%
Portfolio Concentration
Top 3$23.33B67.1%
4–10$3.37B9.7%
11–25$4.67B13.4%
Rest$3.42B9.8%
Top 3 weight
67.1%
Top 10 weight
76.7%
Voting Authority Distribution
Total shares with voting rights: 330.40M
Sole
Full voting authority
330.40M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole55
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings55
Rows:
SPACE EXPLORATION TECHN CORP
SOLEShares126.04M
TypeSH
Market value$21.54B
61.91%
Sole
126.04M
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares22.56M
TypeSH
Market value$1.07B
3.07%
Sole
22.56M
Shared
0.00
None
0.00
JAMES HARDIE INDS PLC
SOLEShares27.55M
TypeSH
Market value$721.14M
2.07%
Sole
27.55M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares44.42M
TypeSH
Market value$593.43M
1.71%
Sole
44.42M
Shared
0.00
None
0.00
JOHNSON CONTROLS INTERNATION
SOLEShares3.75M
TypeSH
Market value$548.19M
1.58%
Sole
3.75M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares277.48K
TypeSH
Market value$470.98M
1.35%
Sole
277.48K
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares4.50M
TypeSH
Market value$460.33M
1.32%
Sole
4.50M
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares2.28M
TypeSH
Market value$434.68M
1.25%
Sole
2.28M
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares1.25M
TypeSH
Market value$431.25M
1.24%
Sole
1.25M
Shared
0.00
None
0.00
REDDIT INC
SOLEShares2.46M
TypeSH
Market value$427.77M
1.23%
Sole
2.46M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares817.12K
TypeSH
Market value$409.67M
1.18%
Sole
817.12K
Shared
0.00
None
0.00
KILROY REALTY CORP
SOLEShares10.50M
TypeSH
Market value$393.36M
1.13%
Sole
10.50M
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares1.32M
TypeSH
Market value$393.01M
1.13%
Sole
1.32M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares4.98M
TypeSH
Market value$390.07M
1.12%
Sole
4.98M
Shared
0.00
None
0.00
FLOWSERVE CORP
SOLEShares4.97M
TypeSH
Market value$368.48M
1.06%
Sole
4.97M
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares669.28K
TypeSH
Market value$344.83M
0.99%
Sole
669.28K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares566.50K
TypeSH
Market value$319.10M
0.92%
Sole
566.50K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares1.28M
TypeSH
Market value$304.27M
0.87%
Sole
1.28M
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares2.87M
TypeSH
Market value$276.66M
0.80%
Sole
2.87M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares738.30K
TypeSH
Market value$263.85M
0.76%
Sole
738.30K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares568.86K
TypeSH
Market value$261.18M
0.75%
Sole
568.86K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares3.78M
TypeSH
Market value$248.77M
0.72%
Sole
3.78M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares1.30M
TypeSH
Market value$240.57M
0.69%
Sole
1.30M
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares574.20K
TypeSH
Market value$228.35M
0.66%
Sole
574.20K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares2.47M
TypeSH
Market value$227.59M
0.65%
Sole
2.47M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPACE EXPLORATION TECHN CORPSOLE | CLASS A COM STK | 126.04M | SH | $21.54B 61.91% | 126.04M | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 22.56M | SH | $1.07B 3.07% | 22.56M | 0.00 | 0.00 |
JAMES HARDIE INDS PLCSOLE | ORD SHS | 27.55M | SH | $721.14M 2.07% | 27.55M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 44.42M | SH | $593.43M 1.71% | 44.42M | 0.00 | 0.00 |
JOHNSON CONTROLS INTERNATIONSOLE | SHS | 3.75M | SH | $548.19M 1.58% | 3.75M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 277.48K | SH | $470.98M 1.35% | 277.48K | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 4.50M | SH | $460.33M 1.32% | 4.50M | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 2.28M | SH | $434.68M 1.25% | 2.28M | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 1.25M | SH | $431.25M 1.24% | 1.25M | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 2.46M | SH | $427.77M 1.23% | 2.46M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 817.12K | SH | $409.67M 1.18% | 817.12K | 0.00 | 0.00 |
KILROY REALTY CORPSOLE | COM | 10.50M | SH | $393.36M 1.13% | 10.50M | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 1.32M | SH | $393.01M 1.13% | 1.32M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 4.98M | SH | $390.07M 1.12% | 4.98M | 0.00 | 0.00 |
FLOWSERVE CORPSOLE | COM | 4.97M | SH | $368.48M 1.06% | 4.97M | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 669.28K | SH | $344.83M 0.99% | 669.28K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 566.50K | SH | $319.10M 0.92% | 566.50K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 1.28M | SH | $304.27M 0.87% | 1.28M | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 2.87M | SH | $276.66M 0.80% | 2.87M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 738.30K | SH | $263.85M 0.76% | 738.30K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 568.86K | SH | $261.18M 0.75% | 568.86K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 3.78M | SH | $248.77M 0.72% | 3.78M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 1.30M | SH | $240.57M 0.69% | 1.30M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 574.20K | SH | $228.35M 0.66% | 574.20K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 2.47M | SH | $227.59M 0.65% | 2.47M | 0.00 | 0.00 |
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