← D1 Capital Partners portfolio
13F-HR filing
VALIDATEDHoldings period 2026-06-30 · Filed 2026-08-14 · Accession 0001172661-26-003662
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | AFFIRM HLDGS INC | COM CL A · 00827B106 | LONG | 1,908,511 | $155.6 million |
| 2 | ALPHABET INC | CAP STK CL C · 02079K107 | LONG | 85,000 | $30.0 million |
| 3 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 738,300 | $263.8 million |
| 4 | AMAZON COM INC | COM · 023135106 | LONG | 628,082 | $149.7 million |
| 5 | AMRIZE LTD | SHS · H2927K103 | LONG | 2,187,487 | $116.6 million |
| 6 | ANALOG DEVICES INC | COM · 032654105 | LONG | 102,040 | $40.5 million |
| 7 | APOLLO GLOBAL MGMT INC | COM · 03769M106 | LONG | 1,159,000 | $137.1 million |
| 8 | APPLOVIN CORP | COM CL A · 03831W108 | LONG | 669,282 | $344.8 million |
| 9 | BUILDERS FIRSTSOURCE INC | COM · 12008R107 | LONG | 1,639,222 | $146.7 million |
| 10 | CAPITAL ONE FINL CORP | COM · 14040H105 | LONG | 1,093,438 | $219.4 million |
| 11 | CARVANA CO | CL A · 146869102 | LONG | 3,779,517 | $248.8 million |
| 12 | CEREBRAS SYSTEMS INC | COM CL A · 15675D103 | LONG | 150,000 | $33.1 million |
| 13 | CLEAN HARBORS INC | COM · 184496107 | LONG | 1,315,501 | $393.0 million |
| 14 | COMPASS INC | CL A · 20464U100 | LONG | 15,224,831 | $187.7 million |
| 15 | COREWEAVE INC | COM CL A · 21873S108 | LONG | 628,446 | $62.6 million |
| 16 | COUPANG INC | CL A · 22266T109 | LONG | 10,292,141 | $178.8 million |
| 17 | DANAHER CORP DEL | COM · 235851102 | LONG | 2,282,039 | $434.7 million |
| 18 | DISNEY WALT CO | COM · 254687106 | LONG | 2,874,400 | $276.7 million |
| 19 | DOORDASH INC | CL A · 25809K105 | LONG | 1,303,705 | $240.6 million |
| 20 | DPC HOLDINGS PLC | ORDINARY SHARES · G2R11M108 | LONG | 125,000 | $6.1 million |
| 21 | FERGUSON ENTERPRISES INC | COMMON STOCK NEW · 31488V107 | LONG | 1,282,038 | $304.3 million |
| 22 | FLOWSERVE CORP | COM · 34354P105 | LONG | 4,968,713 | $368.5 million |
| 23 | HYPERLIQUID STRATEGIES INC | COM · 44916Y106 | LONG | 6,342,600 | $49.9 million |
| 24 | INTUITIVE SURGICAL INC | COM NEW · 46120E602 | LONG | 574,200 | $228.3 million |
| 25 | JAMES HARDIE INDS PLC | ORD SHS · G4253H101 | LONG | 27,545,516 | $721.1 million |
| 26 | JOHNSON CONTROLS INTERNATION | SHS · G51502105 | LONG | 3,751,887 | $548.2 million |
| 27 | KILROY REALTY CORP | COM · 49427F108 | LONG | 10,498,120 | $393.4 million |
| 28 | LATTICE SEMICONDUCTOR CORP | COM · 518415104 | LONG | 1,084,051 | $165.8 million |
| 29 | LINDE PLC | SHS · G54950103 | LONG | 341,538 | $177.2 million |
| 30 | LINEAGE INC | COM · 53566V106 | LONG | 4,736,312 | $204.8 million |
| 31 | LITTELFUSE INC | COM · 537008104 | LONG | 224,164 | $102.1 million |
| 32 | MADISON AIR SOLUTIONS CORP | COM SHS CL A · 55658T105 | LONG | 1,250,000 | $48.8 million |
| 33 | MAPLEBEAR INC | COM · 565394103 | LONG | 22,564,435 | $1.07 billion |
| 34 | MARTIN MARIETTA MATLS INC | COM · 573284106 | LONG | 345,060 | $199.0 million |
| 35 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 277,475 | $471.0 million |
| 36 | META PLATFORMS INC | CL A · 30303M102 | LONG | 566,500 | $319.1 million |
| 37 | MONOLITHIC PWR SYS INC | COM · 609839105 | LONG | 85,103 | $117.6 million |
| 38 | NU HLDGS LTD | ORD SHS CL A · G6683N103 | LONG | 44,418,543 | $593.4 million |
| 39 | QNITY ELECTRONICS INC | COMMON STOCK · 74743L100 | LONG | 833,996 | $136.2 million |
| 40 | QUANTINUUM INC | CL A COM · 74768A104 | LONG | 300,000 | $24.5 million |
| 41 | REDDIT INC | CL A · 75734B100 | LONG | 2,464,411 | $427.8 million |
| 42 | SCHWAB CHARLES CORP | COM · 808513105 | LONG | 2,466,590 | $227.6 million |
| 43 | SEA LTD | SPONSORD ADS · 81141R100 | LONG | 1,678,332 | $160.8 million |
| 44 | SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS · G7997R103 | LONG | 30,115 | $29.1 million |
| 45 | SHERWIN WILLIAMS CO | COM · 824348106 | LONG | 1,252,471 | $431.3 million |
| 46 | SHOPIFY INC | CL A SUB VTG SHS · 82509L107 | LONG | 830,891 | $94.9 million |
| 47 | SNOWFLAKE INC | COM SHS · 833445109 | LONG | 216,019 | $55.0 million |
| 48 | SOMNIGROUP INTERNATIONAL INC | COM · 88023U101 | LONG | 4,975,364 | $390.1 million |
| 49 | SPACE EXPLORATION TECHN CORP | CLASS A COM STK · 84615Q103 | LONG | 126,042,232 | $21.54 billion |
| 50 | SPOTIFY TECHNOLOGY S A | SHS · L8681T102 | LONG | 568,855 | $261.2 million |
| 51 | TESLA INC | COM · 88160R101 | LONG | 401,900 | $169.0 million |
| 52 | TEXAS INSTRS INC | COM · 882508104 | LONG | 405,474 | $120.9 million |
| 53 | THERMO FISHER SCIENTIFIC INC | COM · 883556102 | LONG | 817,123 | $409.7 million |
| 54 | UNITY SOFTWARE INC | COM · 91332U101 | LONG | 3,572,473 | $102.1 million |
| 55 | US FOODS HLDG CORP | COM · 912008109 | LONG | 4,501,964 | $460.3 million |