D1 Capital Partners L.P.
56 holdingsFiling period: 2026-06-30Current AUM: $49.14Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | 126.04M | $21.54B | $18.09B | 36.81% | -- | 2026-06-30 |
| 2 | SPCX | SPACE EXPLORATION TECHN CORP | 126.04M | $21.54B | $18.09B | 36.81% | -- | 2026-06-30 |
| 3 | CART | MAPLEBEAR INC | 22.56M | $1.07B | $1.06B | 2.15% | +6.2K | 2026-06-30 |
| 4 | — | JAMES HARDIE INDS PLC | 27.55M | $721.1M | $721.1M | 1.47% | -754,767 | 2026-06-30 |
| 5 | — | NU HLDGS LTD | 44.42M | $593.4M | $593.4M | 1.21% | +18.53M | 2026-06-30 |
| 6 | — | JOHNSON CONTROLS INTERNATION | 3.75M | $548.2M | $548.2M | 1.12% | +2.53M | 2026-06-30 |
| 7 | MELI | MERCADOLIBRE INC | 277.5K | $471.0M | $507.5M | 1.03% | -96,200 | 2026-06-30 |
| 8 | USFD | US FOODS HLDG CORP | 4.50M | $460.3M | $414.2M | 0.84% | +218.5K | 2026-06-30 |
| 9 | DHR | DANAHER CORP DEL | 2.28M | $434.7M | $477.8M | 0.97% | -22,109 | 2026-06-30 |
| 10 | SHW | SHERWIN WILLIAMS CO | 1.25M | $431.3M | $404.8M | 0.82% | +778.7K | 2026-06-30 |
| 11 | RDDT | REDDIT INC | 2.46M | $427.8M | $393.4M | 0.80% | +5.3K | 2026-06-30 |
| 12 | TMO | THERMO FISHER SCIENTIFIC INC | 817.1K | $409.7M | $524.1M | 1.07% | +92.1K | 2026-06-30 |
| 13 | KRC | KILROY REALTY CORP | 10.50M | $393.4M | $362.2M | 0.74% | -776,957 | 2026-06-30 |
| 14 | CLH | CLEAN HARBORS INC | 1.32M | $393.0M | $418.6M | 0.85% | -22,780 | 2026-06-30 |
| 15 | SGI | SOMNIGROUP INTERNATIONAL INC | 4.98M | $390.1M | $325.2M | 0.66% | +286.9K | 2026-06-30 |
| 16 | FLS | FLOWSERVE CORP | 4.97M | $368.5M | $352.9M | 0.72% | -905,728 | 2026-06-30 |
| 17 | APP | APPLOVIN CORP | 669.3K | $344.8M | $221.8M | 0.45% | -- | 2026-06-30 |
| 18 | META | META PLATFORMS INC | 566.5K | $319.1M | $379.7M | 0.77% | -- | 2026-06-30 |
| 19 | FERG | FERGUSON ENTERPRISES INC | 1.28M | $304.3M | $275.8M | 0.56% | +932.7K | 2026-06-30 |
| 20 | DIS | DISNEY WALT CO | 2.87M | $276.7M | $305.9M | 0.62% | +519.3K | 2026-06-30 |
| 21 | GOOGL | ALPHABET INC | 738.3K | $263.8M | $254.7M | 0.52% | +269.4K | 2026-06-30 |
| 22 | — | SPOTIFY TECHNOLOGY S A | 568.9K | $261.2M | $261.2M | 0.53% | +228.4K | 2026-06-30 |
| 23 | CVNA | CARVANA CO | 3.78M | $248.8M | $252.8M | 0.51% | +3.11M | 2026-06-30 |
| 24 | DASH | DOORDASH INC | 1.30M | $240.6M | $258.5M | 0.53% | -133,795 | 2026-06-30 |
| 25 | ISRG | INTUITIVE SURGICAL INC | 574.2K | $228.3M | $216.6M | 0.44% | -- | 2026-06-30 |
← Scroll →
Page 1 of 3