D1 Capital Partners L.P.
44 holdingsFiling period: 2026-03-31Current AUM: $12.61Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CART | MAPLEBEAR INC | 22.56M | $845.0M | $1.01B | 7.98% | -- | 2026-03-31 |
| 2 | MELI | MERCADOLIBRE INC | 373.7K | $646.1M | $701.7M | 5.56% | +149.2K | 2026-03-31 |
| 3 | — | JAMES HARDIE INDS PLC | 28.30M | $536.0M | $536.0M | 4.25% | +3.90M | 2026-03-31 |
| 4 | DHR | DANAHER CORP DEL | 2.30M | $436.9M | $449.3M | 3.56% | +1.74M | 2026-03-31 |
| 5 | FLS | FLOWSERVE CORP | 5.87M | $431.8M | $446.4M | 3.54% | -1,783,161 | 2026-03-31 |
| 6 | USFD | US FOODS HLDG CORP | 4.28M | $395.0M | $430.9M | 3.42% | -- | 2026-03-31 |
| 7 | CLH | CLEAN HARBORS INC | 1.34M | $383.7M | $418.7M | 3.32% | -1,443,601 | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC | 1.81M | $376.5M | $490.9M | 3.89% | +467.0K | 2026-03-31 |
| 9 | — | NU HLDGS LTD | 25.89M | $372.0M | $372.0M | 2.95% | -- | 2026-03-31 |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | 725.0K | $356.4M | $416.4M | 3.30% | -- | 2026-03-31 |
| 11 | SGI | SOMNIGROUP INTERNATIONAL INC | 4.69M | $346.6M | $306.3M | 2.43% | -- | 2026-03-31 |
| 12 | TXN | TEXAS INSTRS INC | 1.75M | $340.3M | $483.4M | 3.83% | +1.27M | 2026-03-31 |
| 13 | SE | SEA LTD | 4.05M | $335.6M | $432.5M | 3.43% | +567.1K | 2026-03-31 |
| 14 | RDDT | REDDIT INC | 2.46M | $331.1M | $345.9M | 2.74% | +340.6K | 2026-03-31 |
| 15 | KRC | KILROY REALTY CORP | 11.28M | $318.1M | $437.7M | 3.47% | +874.9K | 2026-03-31 |
| 16 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 5.49M | $316.2M | $381.8M | 3.03% | -2,226,736 | 2026-03-31 |
| 17 | AVGO | BROADCOM INC | 981.5K | $303.8M | $382.1M | 3.03% | +622.9K | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 1.57M | $273.6M | $314.9M | 2.50% | +419.1K | 2026-03-31 |
| 19 | APP | APPLOVIN CORP | 669.3K | $266.4M | $265.0M | 2.10% | -- | 2026-03-31 |
| 20 | XPO | XPO INC | 1.29M | $250.5M | $258.8M | 2.05% | -747,412 | 2026-03-31 |
| 21 | LINE | LINEAGE INC | 7.40M | $242.5M | $313.6M | 2.49% | -- | 2026-03-31 |
| 22 | DIS | DISNEY WALT CO | 2.36M | $227.0M | $226.5M | 1.80% | +140.1K | 2026-03-31 |
| 23 | SCHW | SCHWAB CHARLES CORP | 2.36M | $221.5M | $248.1M | 1.97% | -797,400 | 2026-03-31 |
| 24 | CPNG | COUPANG INC | 11.61M | $219.2M | $189.9M | 1.51% | -- | 2026-03-31 |
| 25 | DASH | DOORDASH INC | 1.44M | $215.8M | $282.0M | 2.24% | -- | 2026-03-31 |
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