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D1 Capital Partners L.P.

All holdings · as of Dec 31, 2025

42 positions

CompanyClassValueShares% of portfolio
Medline Inc.—$15.84M377,1310.1%
Hyperliquid Strategies IncPURRCommon Stock$28.48M8,000,0000.3%
AMERICAN ELECTRIC POWER CO INC—$39.68M344,1000.4%
NiSource Inc—$50.72M1,214,5700.5%
AFFIRM HOLDINGS INC CLASS A—$61.03M820,0000.6%
BANK OF AMERICA CORP /DE—$68.49M1,245,2470.6%
Qnity Electronics, Inc.—$76.52M937,1350.7%
TEXAS INSTRUMENTS INC—$84.28M485,8180.8%
APi Group Corp—$84.35M2,204,6000.8%
Broadcom Inc.—$124.09M358,5481.2%
Arista Networks, Inc.ANETCommon Stock$126.11M962,4291.2%
DANAHER CORP /DE—$128.13M559,7271.2%
Autodesk, Inc.—$134.88M455,6581.3%
Core & Main, Inc.—$137.61M2,647,7891.3%
GE HealthCare Technologies Inc.—$144.62M1,763,2841.4%
Johnson Controls International plc—$162.20M1,354,4861.5%
Apollo Global Management, Inc.—$167.78M1,159,0001.6%
SYNOPSYS INC—$177.72M378,3501.7%
CAPITAL ONE FINANCIAL CORP—$200.72M828,2101.9%
EchoStar CORP—$201.73M1,855,8001.9%
LINDE PLC—$206.29M483,8081.9%
Entegris, Inc.—$210.07M2,493,4162.0%
NVIDIA Corp—$214.42M1,149,7112.0%
SPOTIFY TECHNOLOGY S A—$229.90M395,9002.1%
Meta Platforms Inc—$248.30M376,1622.3%
Walt Disney Co—$252.00M2,215,0002.4%
Lineage, Inc.LINEREIT$259.08M7,402,2292.4%
XPO Inc—$276.58M2,035,0422.6%
Amazon.com Inc—$309.42M1,340,5232.9%
SHERWIN WILLIAMS CO—$311.76M962,1242.9%
SCHWAB CHARLES CORP—$315.20M3,154,7902.9%
US Foods Holding Corp.—$322.63M4,283,4743.0%
KILROY REALTY CORP—$388.66M10,400,2123.6%
Knight-Swift Transportation Holdings Inc.—$403.51M7,718,2993.8%
Sea Ltd—$444.59M3,485,0434.2%
AppLovin Corp—$450.98M669,2824.2%
MercadoLibre, Inc.—$452.16M224,4814.2%
Reddit, Inc.—$487.00M2,118,5974.6%
JAMES HARDIE INDUSTRIES PLC—$506.36M24,402,7134.7%
FLOWSERVE CORP—$531.28M7,657,6025.0%
CLEAN HARBORS INC—$652.30M2,781,8826.1%
Maplebear Inc—$1.01B22,558,2559.5%
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