# D1 Capital Partners L.P.: Form 13F holdings

An institutional investment manager in New York, NY. SEC CIK 1747057.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $34.78bn
- Positions: 55 (55 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1747057/000117266126003662/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [SPACE EXPLORATION TECHN CORP (SPCX)](/companies/spcx.md) | CLASS A COM STK | $21.54bn | 61.9% | 126,042,232 |  | New +126,042,232 |
| [MAPLEBEAR INC (CART)](/companies/cart.md) | COM | $1.07bn | 3.1% | 22,564,435 |  | Added +6,180 |
| JAMES HARDIE INDS PLC | ORD SHS | $721.1m | 2.1% | 27,545,516 |  | Reduced −754,767 |
| NU HLDGS LTD | ORD SHS CL A | $593.4m | 1.7% | 44,418,543 |  | Added +18,527,842 |
| JOHNSON CONTROLS INTERNATION | SHS | $548.2m | 1.6% | 3,751,887 |  | Added +2,527,832 |
| [MERCADOLIBRE INC (MELI)](/companies/meli.md) | COM | $471.0m | 1.4% | 277,475 |  | Reduced −96,200 |
| [US FOODS HLDG CORP (USFD)](/companies/usfd.md) | COM | $460.3m | 1.3% | 4,501,964 |  | Added +218,490 |
| [DANAHER CORP DEL (DHR)](/companies/dhr.md) | COM | $434.7m | 1.2% | 2,282,039 |  | Reduced −22,109 |
| [SHERWIN WILLIAMS CO (SHW)](/companies/shw.md) | COM | $431.3m | 1.2% | 1,252,471 |  | Added +778,718 |
| [REDDIT INC (RDDT)](/companies/rddt.md) | CL A | $427.8m | 1.2% | 2,464,411 |  | Added +5,260 |
| [THERMO FISHER SCIENTIFIC INC (TMO)](/companies/tmo.md) | COM | $409.7m | 1.2% | 817,123 |  | Added +92,118 |
| [KILROY REALTY CORP (KRC)](/companies/krc.md) | COM | $393.4m | 1.1% | 10,498,120 |  | Reduced −776,957 |
| [CLEAN HARBORS INC (CLH)](/companies/clh.md) | COM | $393.0m | 1.1% | 1,315,501 |  | Reduced −22,780 |
| [SOMNIGROUP INTERNATIONAL INC (SGI)](/companies/sgi.md) | COM | $390.1m | 1.1% | 4,975,364 |  | Added +286,941 |
| [FLOWSERVE CORP (FLS)](/companies/fls.md) | COM | $368.5m | 1.1% | 4,968,713 |  | Reduced −905,728 |
| [APPLOVIN CORP (APP)](/companies/app.md) | COM CL A | $344.8m | 1.0% | 669,282 |  | Unchanged |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $319.1m | 0.9% | 566,500 |  | New +566,500 |
| [FERGUSON ENTERPRISES INC (FERG)](/companies/ferg.md) | COMMON STOCK NEW | $304.3m | 0.9% | 1,282,038 |  | Added +932,691 |
| [DISNEY WALT CO (DIS)](/companies/dis.md) | COM | $276.7m | 0.8% | 2,874,400 |  | Added +519,300 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $263.8m | 0.8% | 738,300 |  | Added +269,400 |
| SPOTIFY TECHNOLOGY S A | SHS | $261.2m | 0.8% | 568,855 |  | Added +228,361 |
| [CARVANA CO (CVNA)](/companies/cvna.md) | CL A | $248.8m | 0.7% | 3,779,517 |  | Added +3,111,085 |
| [DOORDASH INC (DASH)](/companies/dash.md) | CL A | $240.6m | 0.7% | 1,303,705 |  | Reduced −133,795 |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | COM NEW | $228.3m | 0.7% | 574,200 |  | New +574,200 |
| [SCHWAB CHARLES CORP (SCHW)](/companies/schw.md) | COM | $227.6m | 0.7% | 2,466,590 |  | Added +109,200 |
| [CAPITAL ONE FINL CORP (COF)](/companies/cof.md) | COM | $219.4m | 0.6% | 1,093,438 |  | Reduced −23,300 |
| [LINEAGE INC (LINE)](/companies/line.md) | COM | $204.8m | 0.6% | 4,736,312 |  | Reduced −2,665,917 |
| [MARTIN MARIETTA MATLS INC (MLM)](/companies/mlm.md) | COM | $199.0m | 0.6% | 345,060 |  | Added +22,203 |
| [COMPASS INC (COMP)](/companies/comp.md) | CL A | $187.7m | 0.5% | 15,224,831 |  | New +15,224,831 |
| [COUPANG INC (CPNG)](/companies/cpng.md) | CL A | $178.8m | 0.5% | 10,292,141 |  | Reduced −1,319,600 |
| LINDE PLC | SHS | $177.2m | 0.5% | 341,538 |  | New +341,538 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $169.0m | 0.5% | 401,900 |  | New +401,900 |
| [LATTICE SEMICONDUCTOR CORP (LSCC)](/companies/lscc.md) | COM | $165.8m | 0.5% | 1,084,051 |  | New +1,084,051 |
| [SEA LTD (SE)](/companies/se.md) | SPONSORD ADS | $160.8m | 0.5% | 1,678,332 |  | Reduced −2,373,801 |
| [AFFIRM HLDGS INC (AFRM)](/companies/afrm.md) | COM CL A | $155.6m | 0.4% | 1,908,511 |  | Reduced −28,389 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $149.7m | 0.4% | 628,082 |  | Reduced −1,179,441 |
| [BUILDERS FIRSTSOURCE INC (BLDR)](/companies/bldr.md) | COM | $146.7m | 0.4% | 1,639,222 |  | New +1,639,222 |
| [APOLLO GLOBAL MGMT INC (APO)](/companies/apo.md) | COM | $137.1m | 0.4% | 1,159,000 |  | Unchanged |
| [QNITY ELECTRONICS INC (Q)](/companies/q.md) | COMMON STOCK | $136.2m | 0.4% | 833,996 |  | New +833,996 |
| [TEXAS INSTRS INC (TXN)](/companies/txn.md) | COM | $120.9m | 0.3% | 405,474 |  | Reduced −1,347,527 |
| [MONOLITHIC PWR SYS INC (MPWR)](/companies/mpwr.md) | COM | $117.6m | 0.3% | 85,103 |  | New +85,103 |
| AMRIZE LTD | SHS | $116.6m | 0.3% | 2,187,487 |  | New +2,187,487 |
| [UNITY SOFTWARE INC (U)](/companies/u.md) | COM | $102.1m | 0.3% | 3,572,473 |  | Added +312,490 |
| [LITTELFUSE INC (LFUS)](/companies/lfus.md) | COM | $102.1m | 0.3% | 224,164 |  | New +224,164 |
| [SHOPIFY INC (SHOP)](/companies/shop.md) | CL A SUB VTG SHS | $94.9m | 0.3% | 830,891 |  | New +830,891 |
| [COREWEAVE INC (CRWV)](/companies/crwv.md) | COM CL A | $62.6m | 0.2% | 628,446 |  | New +628,446 |
| [SNOWFLAKE INC (SNOW)](/companies/snow.md) | COM SHS | $55.0m | 0.2% | 216,019 |  | New +216,019 |
| [HYPERLIQUID STRATEGIES INC (PURR)](/companies/purr.md) | COM | $49.9m | 0.1% | 6,342,600 |  | Reduced −1,657,400 |
| [MADISON AIR SOLUTIONS CORP (MAIR)](/companies/mair.md) | COM SHS CL A | $48.8m | 0.1% | 1,250,000 |  | New +1,250,000 |
| [ANALOG DEVICES INC (ADI)](/companies/adi.md) | COM | $40.5m | 0.1% | 102,040 |  | Reduced −190,404 |
| [CEREBRAS SYSTEMS INC (CBRS)](/companies/cbrs.md) | COM CL A | $33.1m | <0.1% | 150,000 |  | New +150,000 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $30.0m | <0.1% | 85,000 |  | New +85,000 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $29.1m | <0.1% | 30,115 |  | New +30,115 |
| [QUANTINUUM INC (QNT)](/companies/qnt.md) | CL A COM | $24.5m | <0.1% | 300,000 |  | New +300,000 |
| DPC HOLDINGS PLC | ORDINARY SHARES | $6.1m | <0.1% | 125,000 |  | New +125,000 |

## Sold out

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

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| ASML HLDG NV | N Y REGISTRY SHS | $0 | 0.0% | 0 |  | Sold out −6,800 |
| [AUTODESK INC (ADSK)](/companies/adsk.md) | COM | $0 | 0.0% | 0 |  | Sold out −308,907 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $0 | 0.0% | 0 |  | Sold out −981,495 |
| [CELESTICA INC (CLS)](/companies/cls.md) | COM | $0 | 0.0% | 0 |  | Sold out −541,556 |
| [KNIGHT-SWIFT TRANSN HLDGS IN (KNX)](/companies/knx.md) | CL A | $0 | 0.0% | 0 |  | Sold out −5,491,563 |
| [LIVE NATION ENTERTAINMENT IN (LYV)](/companies/lyv.md) | COM | $0 | 0.0% | 0 |  | Sold out −674,317 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,568,793 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −328,600 |
| TOPBUILD COR | COM | $0 | 0.0% | 0 |  | Sold out −213,433 |
| [XPO INC (XPO)](/companies/xpo.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,287,630 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003662. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.