Investor
D1 Capital Partners L.P.
CIK 0001747057 · filed 2026-05-15 · SEC filing
13F book
$11.2B
Positions
44
16 new · 14 sold
Largest name
7.5%
Maplebear Inc. · CART
Est. mark
−$920.1M
Price effect on 28 names still held. Flow $1.45B.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Maplebear Inc. | CART | 22.6M | $845M | 7.5% | −$169.6M | Held |
| Mercadolibre Inc | MELI | 373.7K | $646.1M | 5.8% | −$64M | Added$193.9M |
| James Hardie Inds Plc | — | 28.3M | $536M | 4.8% | −$44.2M | Added$29.7M |
| Danaher Corporation | — | 2.3M | $436.9M | 3.9% | −$22M | Added$308.7M |
| Flowserve Corp | FLS | 5.87M | $431.8M | 3.8% | $24.3M | Cut−$99.5M |
| Us Foods Hldg Corp | — | 4.28M | $395M | 3.5% | $72.3M | Held |
| Clean Harbors Inc | CLH | 1.34M | $383.7M | 3.4% | $69.9M | Cut−$268.6M |
| Amazon Com Inc | AMZN | 1.81M | $376.5M | 3.4% | −$30.2M | Added$67M |
| Nu Hldgs Ltd | — | 25.9M | $372M | 3.3% | — | New |
| Thermo Fisher Scientific Inc. | TMO | 725K | $356.4M | 3.2% | — | New |
| Somnigroup International Inc. | SGI | 4.69M | $346.6M | 3.1% | — | New |
| Texas Instrs Inc | — | 1.75M | $340.3M | 3.0% | $10M | Added$256M |
| Sea Ltd | SE | 4.05M | $335.6M | 3.0% | −$156M | Added−$109M |
| Reddit, Inc. | RDDT | 2.46M | $331.1M | 2.9% | −$201.7M | Added−$155.9M |
| Kilroy Rlty Corp | KRC | 11.3M | $318.1M | 2.8% | −$95.3M | Added−$70.6M |
| Knight-Swift Transn Hldgs In | — | 5.49M | $316.2M | 2.8% | $29.1M | Cut−$87.3M |
| Broadcom Inc. | AVGO | 981.5K | $303.8M | 2.7% | −$13.1M | Added$179.7M |
| Nvidia Corp | NVDA | 1.57M | $273.6M | 2.4% | −$13.9M | Added$59.2M |
| Applovin Corp | APP | 669.3K | $266.4M | 2.4% | −$184.6M | Held |
| XPO, Inc. | XPO | 1.29M | $250.5M | 2.2% | $75.5M | Cut−$26.1M |
| Lineage, Inc. | LINE | 7.4M | $242.5M | 2.2% | −$16.6M | Held |
| Disney Walt Co | — | 2.36M | $227M | 2.0% | −$38.5M | Added−$25M |
| Schwab Charles Corp | — | 2.36M | $221.5M | 2.0% | −$14M | Cut−$93.6M |
| Coupang, Inc. | CPNG | 11.6M | $219.2M | 2.0% | — | New |
| DoorDash, Inc. | DASH | 1.44M | $215.8M | 1.9% | — | New |
| Carvana Co. | CVNA | 668.4K | $210.1M | 1.9% | — | New |
| Capital One Finl Corp | — | 1.12M | $203.7M | 1.8% | −$49.6M | Added$3M |
| Martin Marietta Matls Inc | — | 322.9K | $190.1M | 1.7% | — | New |
| Spotify Technology S.A. | SPOT | 340.5K | $165.1M | 1.5% | −$32.6M | Cut−$64.8M |
| Johnson Ctls Intl Plc | — | 1.22M | $160.3M | 1.4% | $13.7M | Cut−$1.91M |
| Celestica Inc | CLS | 541.6K | $152.5M | 1.4% | — | New |
| Sherwin Williams Co | SHW | 473.8K | $151.9M | 1.4% | −$1.65M | Cut−$159.9M |
| Alphabet Inc | — | 468.9K | $134.8M | 1.2% | — | New |
| Apollo Global Mgmt Inc | — | 1.16M | $129.1M | 1.1% | −$38.6M | Held |
| Taiwan Semiconductor Mfg Ltd | — | 328.6K | $111.1M | 1.0% | — | New |
| Live Nation Entertainment In | — | 674.3K | $102.8M | 0.9% | — | New |
| Analog Devices Inc | ADI | 292.4K | $93M | 0.8% | — | New |
| Affirm Hldgs Inc | — | 1.94M | $88.7M | 0.8% | −$23.5M | Added$27.7M |
| Ferguson Enterprises Inc | — | 349.3K | $81.5M | 0.7% | — | New |
| Topbuild Corp | — | 213.4K | $75M | 0.7% | — | New |
| Autodesk, Inc. | ADSK | 308.9K | $74M | 0.7% | −$17.5M | Cut−$60.9M |
| Unity Software Inc. | U | 3.26M | $71.5M | 0.6% | — | New |
| Hyperliquid Strategies Inc | PURR | 8M | $40.7M | 0.4% | $12.2M | Held |
| Asml Holding N V | — | 6.8K | $8.98M | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.