D1 Capital Partners L.P.

Name: D1 Capital Partners L.P.: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in New York, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1747057.

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Reported value$34.78bn
Positions55

Holdings: 55 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

D1 Capital Partners L.P., holdings
Issuer	Class	CUSIP	Reported value$bn	Weight	Shares	Change on the quarter before
Space Exploration Techn CorpSPCX	CLASS A COM STK	84615Q103	21.5	61.9%	126,042,232	New+126,042,232
Maplebear IncCART	COM	565394103	1.1	3.1%	22,564,435	Added+6,180
James Hardie Inds plc	ORD SHS	G4253H101	0.7	2.1%	27,545,516	Reduced−754,767
NU Holdings Ltd	ORD SHS CL A	G6683N103	0.6	1.7%	44,418,543	Added+18,527,842
Johnson Controls Internation	SHS	G51502105	0.5	1.6%	3,751,887	Added+2,527,832
Mercadolibre IncMELI	COM	58733R102	0.5	1.4%	277,475	Reduced−96,200
US Foods HLDG CorpUSFD	COM	912008109	0.5	1.3%	4,501,964	Added+218,490
Danaher Corp DelDHR	COM	235851102	0.4	1.2%	2,282,039	Reduced−22,109
Sherwin Williams CoSHW	COM	824348106	0.4	1.2%	1,252,471	Added+778,718
Reddit IncRDDT	CL A	75734B100	0.4	1.2%	2,464,411	Added+5,260
Thermo Fisher Scientific IncTMO	COM	883556102	0.4	1.2%	817,123	Added+92,118
Kilroy Realty CorpKRC	COM	49427F108	0.4	1.1%	10,498,120	Reduced−776,957
Clean Harbors IncCLH	COM	184496107	0.4	1.1%	1,315,501	Reduced−22,780
Somnigroup International IncSGI	COM	88023U101	0.4	1.1%	4,975,364	Added+286,941
Flowserve CorpFLS	COM	34354P105	0.4	1.1%	4,968,713	Reduced−905,728
Applovin CorpAPP	COM CL A	03831W108	0.3	1.0%	669,282	Unchanged
Meta Platforms IncMETA	CL A	30303M102	0.3	0.9%	566,500	New+566,500
Ferguson Enterprises IncFERG	COMMON STOCK NEW	31488V107	0.3	0.9%	1,282,038	Added+932,691
Disney Walt CoDIS	COM	254687106	0.3	0.8%	2,874,400	Added+519,300
Alphabet IncGOOGL	CAP STK CL A	02079K305	0.3	0.8%	738,300	Added+269,400
Spotify Technology S a	SHS	L8681T102	0.3	0.8%	568,855	Added+228,361
Carvana CoCVNA	CL A	146869102	0.2	0.7%	3,779,517	Added+3,111,085
Doordash IncDASH	CL A	25809K105	0.2	0.7%	1,303,705	Reduced−133,795
Intuitive Surgical IncISRG	COM NEW	46120E602	0.2	0.7%	574,200	New+574,200
Schwab Charles CorpSCHW	COM	808513105	0.2	0.7%	2,466,590	Added+109,200
Capital One Finl CorpCOF	COM	14040H105	0.2	0.6%	1,093,438	Reduced−23,300
Lineage IncLINE	COM	53566V106	0.2	0.6%	4,736,312	Reduced−2,665,917
Martin Marietta Matls IncMLM	COM	573284106	0.2	0.6%	345,060	Added+22,203
Compass IncCOMP	CL A	20464U100	0.2	0.5%	15,224,831	New+15,224,831
Coupang IncCPNG	CL A	22266T109	0.2	0.5%	10,292,141	Reduced−1,319,600
Linde plc	SHS	G54950103	0.2	0.5%	341,538	New+341,538
Tesla IncTSLA	COM	88160R101	0.2	0.5%	401,900	New+401,900
Lattice Semiconductor CorpLSCC	COM	518415104	0.2	0.5%	1,084,051	New+1,084,051
Sea LtdSE	SPONSORD ADS	81141R100	0.2	0.5%	1,678,332	Reduced−2,373,801
Affirm Holdings IncAFRM	COM CL A	00827B106	0.2	0.4%	1,908,511	Reduced−28,389
Amazon Com IncAMZN	COM	023135106	0.1	0.4%	628,082	Reduced−1,179,441
Builders Firstsource IncBLDR	COM	12008R107	0.1	0.4%	1,639,222	New+1,639,222
Apollo Global MGMT IncAPO	COM	03769M106	0.1	0.4%	1,159,000	Unchanged
Qnity Electronics IncQ	COMMON STOCK	74743L100	0.1	0.4%	833,996	New+833,996
Texas Instrs IncTXN	COM	882508104	0.1	0.3%	405,474	Reduced−1,347,527
Monolithic PWR Sys IncMPWR	COM	609839105	0.1	0.3%	85,103	New+85,103
Amrize Ltd	SHS	H2927K103	0.1	0.3%	2,187,487	New+2,187,487
Unity Software IncU	COM	91332U101	0.1	0.3%	3,572,473	Added+312,490
Littelfuse IncLFUS	COM	537008104	0.1	0.3%	224,164	New+224,164
Shopify IncSHOP	CL A SUB VTG SHS	82509L107	0.1	0.3%	830,891	New+830,891
Coreweave IncCRWV	COM CL A	21873S108	0.1	0.2%	628,446	New+628,446
Snowflake IncSNOW	COM SHS	833445109	0.1	0.2%	216,019	New+216,019
Hyperliquid Strategies IncPURR	COM	44916Y106	0.0	0.1%	6,342,600	Reduced−1,657,400
Madison Air Solutions CorpMAIR	COM SHS CL A	55658T105	0.0	0.1%	1,250,000	New+1,250,000
Analog Devices IncADI	COM	032654105	0.0	0.1%	102,040	Reduced−190,404
Cerebras Systems IncCBRS	COM CL A	15675D103	0.0	<0.1%	150,000	New+150,000
Alphabet IncGOOGL	CAP STK CL C	02079K107	0.0	<0.1%	85,000	New+85,000
Seagate Technology HLDNGS PL	ORD SHS	G7997R103	0.0	<0.1%	30,115	New+30,115
Quantinuum IncQNT	CL A COM	74768A104	0.0	<0.1%	300,000	New+300,000
DPC Holdings plc	ORDINARY SHARES	G2R11M108	0.0	<0.1%	125,000	New+125,000

Sold out: 10 positions

Held at the end of the quarter before and not reported this quarter.

D1 Capital Partners L.P., positions sold out
Issuer	Class	CUSIP	Weight	Change on the quarter before
Asml HLDG NV	N Y REGISTRY SHS	N07059210	0.0%	Sold out−6,800
Autodesk IncADSK	COM	052769106	0.0%	Sold out−308,907
Broadcom IncAVGO	COM	11135F101	0.0%	Sold out−981,495
Celestica IncCLS	COM	15101Q207	0.0%	Sold out−541,556
Knight-Swift Transn Holdings inKNX	CL A	499049104	0.0%	Sold out−5,491,563
Live Nation Entertainment inLYV	COM	538034109	0.0%	Sold out−674,317
Nvidia CorporationNVDA	COM	67066G104	0.0%	Sold out−1,568,793
Taiwan Semiconductor ManufacTSM	SPONSORED ADS	874039100	0.0%	Sold out−328,600
Topbuild Cor	COM	89055F103	0.0%	Sold out−213,433
XPO IncXPO	COM	983793100	0.0%	Sold out−1,287,630

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003662 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.