Holders — by stockHoldings — by fund
D1 Capital Partners L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1747057
$34.78B
disclosed book value
55
positions
61.9%
largest position share
Positions, as of 2026-06-30
top 55 of 55 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPCXSPACE EXPLORATION TECHN CORP | 126.0M | $21.54B | 61.9% |
| 2 | CARTMAPLEBEAR INC | 22.6M | $1.07B | 3.1% |
| 3 | JAMES HARDIE INDS PLC | 27.5M | $721.1M | 2.1% |
| 4 | NU HLDGS LTD | 44.4M | $593.4M | 1.7% |
| 5 | JOHNSON CONTROLS INTERNATION | 3.8M | $548.2M | 1.6% |
| 6 | MELIMERCADOLIBRE INC | 277,475 | $471.0M | 1.4% |
| 7 | USFDUS FOODS HLDG CORP | 4.5M | $460.3M | 1.3% |
| 8 | DHRDANAHER CORP DEL | 2.3M | $434.7M | 1.2% |
| 9 | SHWSHERWIN WILLIAMS CO | 1.3M | $431.3M | 1.2% |
| 10 | RDDTREDDIT INC | 2.5M | $427.8M | 1.2% |
| 11 | TMOTHERMO FISHER SCIENTIFIC INC | 817,123 | $409.7M | 1.2% |
| 12 | KRCKILROY REALTY CORP | 10.5M | $393.4M | 1.1% |
| 13 | CLHCLEAN HARBORS INC | 1.3M | $393.0M | 1.1% |
| 14 | SGISOMNIGROUP INTERNATIONAL INC | 5.0M | $390.1M | 1.1% |
| 15 | FLSFLOWSERVE CORP | 5.0M | $368.5M | 1.1% |
| 16 | APPAPPLOVIN CORP | 669,282 | $344.8M | 1% |
| 17 | METAMETA PLATFORMS INC | 566,500 | $319.1M | 0.9% |
| 18 | FERGFERGUSON ENTERPRISES INC | 1.3M | $304.3M | 0.9% |
| 19 | DISDISNEY WALT CO | 2.9M | $276.7M | 0.8% |
| 20 | GOOGLALPHABET INC | 738,300 | $263.8M | 0.8% |
| 21 | SPOTIFY TECHNOLOGY S A | 568,855 | $261.2M | 0.8% |
| 22 | CVNACARVANA CO | 3.8M | $248.8M | 0.7% |
| 23 | DASHDOORDASH INC | 1.3M | $240.6M | 0.7% |
| 24 | ISRGINTUITIVE SURGICAL INC | 574,200 | $228.3M | 0.7% |
| 25 | SCHWSCHWAB CHARLES CORP | 2.5M | $227.6M | 0.7% |
| 26 | COFCAPITAL ONE FINL CORP | 1.1M | $219.4M | 0.6% |
| 27 | LINELINEAGE INC | 4.7M | $204.8M | 0.6% |
| 28 | MLMMARTIN MARIETTA MATLS INC | 345,060 | $199.0M | 0.6% |
| 29 | COMPCOMPASS INC | 15.2M | $187.7M | 0.5% |
| 30 | CPNGCOUPANG INC | 10.3M | $178.8M | 0.5% |
| 31 | LINDE PLC | 341,538 | $177.2M | 0.5% |
| 32 | TSLATESLA INC | 401,900 | $169.0M | 0.5% |
| 33 | LSCCLATTICE SEMICONDUCTOR CORP | 1.1M | $165.8M | 0.5% |
| 34 | SESEA LTD | 1.7M | $160.8M | 0.5% |
| 35 | AFRMAFFIRM HLDGS INC | 1.9M | $155.6M | 0.4% |
| 36 | AMZNAMAZON COM INC | 628,082 | $149.7M | 0.4% |
| 37 | BLDRBUILDERS FIRSTSOURCE INC | 1.6M | $146.7M | 0.4% |
| 38 | APOAPOLLO GLOBAL MGMT INC | 1.2M | $137.1M | 0.4% |
| 39 | QQNITY ELECTRONICS INC | 833,996 | $136.2M | 0.4% |
| 40 | TXNTEXAS INSTRS INC | 405,474 | $120.9M | 0.3% |
| 41 | MPWRMONOLITHIC PWR SYS INC | 85,103 | $117.6M | 0.3% |
| 42 | AMRIZE LTD | 2.2M | $116.6M | 0.3% |
| 43 | UUNITY SOFTWARE INC | 3.6M | $102.1M | 0.3% |
| 44 | LFUSLITTELFUSE INC | 224,164 | $102.1M | 0.3% |
| 45 | SHOPSHOPIFY INC | 830,891 | $94.9M | 0.3% |
| 46 | CRWVCOREWEAVE INC | 628,446 | $62.6M | 0.2% |
| 47 | SNOWSNOWFLAKE INC | 216,019 | $55.0M | 0.2% |
| 48 | HYPERLIQUID STRATEGIES INC | 6.3M | $49.9M | 0.1% |
| 49 | MADISON AIR SOLUTIONS CORP | 1.3M | $48.8M | 0.1% |
| 50 | ADIANALOG DEVICES INC | 102,040 | $40.5M | 0.1% |
| 51 | CEREBRAS SYSTEMS INC | 150,000 | $33.1M | 0.1% |
| 52 | GOOGALPHABET INC | 85,000 | $30.0M | 0.1% |
| 53 | SEAGATE TECHNOLOGY HLDNGS PL | 30,115 | $29.1M | 0.1% |
| 54 | QUANTINUUM INC | 300,000 | $24.5M | 0.1% |
| 55 | DPC HOLDINGS PLC | 125,000 | $6.1M | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.