D1 Capital Partners L.P.
56 holdingsFiling period: 2026-06-30Current AUM: $50.10Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPCX | Space Exploration Techn Corp | 126.04M | $21.54B | $18.52B | 36.95% | -- | 2026-06-30 |
| 2 | SPCX | Space Exploration Techn Corp | 126.04M | $21.54B | $18.52B | 36.95% | -- | 2026-06-30 |
| 3 | CART | Maplebear Inc | 22.56M | $1.07B | $1.37B | 2.74% | +6.2K | 2026-06-30 |
| 4 | — | James Hardie Inds PLC | 27.55M | $721.1M | $721.1M | 1.44% | -754,767 | 2026-06-30 |
| 5 | — | NU Hldgs Ltd | 44.42M | $593.4M | $593.4M | 1.18% | +18.53M | 2026-06-30 |
| 6 | — | Johnson Controls Internation | 3.75M | $548.2M | $548.2M | 1.09% | +2.53M | 2026-06-30 |
| 7 | MELI | Mercadolibre Inc | 277.5K | $471.0M | $463.0M | 0.92% | -96,200 | 2026-06-30 |
| 8 | USFD | US Foods Hldg Corp | 4.50M | $460.3M | $456.3M | 0.91% | +218.5K | 2026-06-30 |
| 9 | DHR | Danaher Corp Del | 2.28M | $434.7M | $531.6M | 1.06% | -22,109 | 2026-06-30 |
| 10 | SHW | Sherwin Williams Co | 1.25M | $431.3M | $419.8M | 0.84% | +778.7K | 2026-06-30 |
| 11 | RDDT | Reddit Inc | 2.46M | $427.8M | $341.2M | 0.68% | +5.3K | 2026-06-30 |
| 12 | TMO | Thermo Fisher Scientific Inc | 817.1K | $409.7M | $559.6M | 1.12% | +92.1K | 2026-06-30 |
| 13 | KRC | Kilroy Realty Corp | 10.50M | $393.4M | $385.4M | 0.77% | -776,957 | 2026-06-30 |
| 14 | CLH | Clean Harbors Inc | 1.32M | $393.0M | $417.1M | 0.83% | -22,780 | 2026-06-30 |
| 15 | SGI | Somnigroup International Inc | 4.98M | $390.1M | $309.1M | 0.62% | +286.9K | 2026-06-30 |
| 16 | FLS | Flowserve Corp | 4.97M | $368.5M | $345.5M | 0.69% | -905,728 | 2026-06-30 |
| 17 | APP | Applovin Corp | 669.3K | $344.8M | $174.5M | 0.35% | -- | 2026-06-30 |
| 18 | META | Meta Platforms Inc | 566.5K | $319.1M | $357.2M | 0.71% | -- | 2026-06-30 |
| 19 | FERG | Ferguson Enterprises Inc | 1.28M | $304.3M | $294.3M | 0.59% | +932.7K | 2026-06-30 |
| 20 | DIS | Disney Walt Co | 2.87M | $276.7M | $317.3M | 0.63% | +519.3K | 2026-06-30 |
| 21 | GOOGL | Alphabet Inc | 738.3K | $263.8M | $233.9M | 0.47% | +269.4K | 2026-06-30 |
| 22 | — | Spotify Technology S A | 568.9K | $261.2M | $261.2M | 0.52% | +228.4K | 2026-06-30 |
| 23 | CVNA | Carvana Co | 3.78M | $248.8M | $214.0M | 0.43% | +3.11M | 2026-06-30 |
| 24 | DASH | Doordash Inc | 1.30M | $240.6M | $219.6M | 0.44% | -133,795 | 2026-06-30 |
| 25 | ISRG | Intuitive Surgical Inc | 574.2K | $228.3M | $259.3M | 0.52% | -- | 2026-06-30 |
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