Institutions / D1 Capital Partners L.P.
D1 Capital Partners L.P.
CIK 1747057 · Institution · as of Dec 31, 2025
Portfolio value
$10.70B
Positions
42
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 42 →
| Company | Value | % of portfolio |
|---|---|---|
| Maplebear Inc | $1.01B | 9.5% |
| Clean Harbors Inc | $652.30M | 6.1% |
| Flowserve Corp | $531.28M | 5.0% |
| James Hardie Industries PLC | $506.36M | 4.7% |
| Reddit, Inc. | $487.00M | 4.6% |
| MercadoLibre, Inc. | $452.16M | 4.2% |
| AppLovin Corp | $450.98M | 4.2% |
| Sea Ltd | $444.59M | 4.2% |
| Knight-Swift Transportation Holdings Inc. | $403.51M | 3.8% |
| Kilroy Realty Corp | $388.66M | 3.6% |
| US Foods Holding Corp. | $322.63M | 3.0% |
| Schwab Charles Corp | $315.20M | 2.9% |
| Sherwin Williams Co | $311.76M | 2.9% |
| Amazon.com Inc | $309.42M | 2.9% |
| XPO Inc | $276.58M | 2.6% |
| Lineage, Inc.LINE | $259.08M | 2.4% |
| Walt Disney Co | $252.00M | 2.4% |
| Meta Platforms Inc | $248.30M | 2.3% |
| Spotify Technology S a | $229.90M | 2.1% |
| NVIDIA Corp | $214.42M | 2.0% |
| Entegris, Inc. | $210.07M | 2.0% |
| Linde PLC | $206.29M | 1.9% |
| EchoStar CORP | $201.73M | 1.9% |
| Capital One Financial Corp | $200.72M | 1.9% |
| Synopsys Inc | $177.72M | 1.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.