Universe · entity
D1 Capital Partners L.P.
Institutional manager (13F) · CIK 1747057
13F holdings · as of 2026-03-31 · top 44 · reported portfolio $11.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MAPLEBEAR INC | $845M | 22,558,255 |
| 2 | MERCADOLIBRE INC | $646M | 373,675 |
| 3 | JAMES HARDIE INDS PLC | $536M | 28,300,283 |
| 4 | DANAHER CORP DEL | $437M | 2,304,148 |
| 5 | FLOWSERVE CORP | $432M | 5,874,441 |
| 6 | US FOODS HLDG CORP | $395M | 4,283,474 |
| 7 | CLEAN HARBORS INC | $384M | 1,338,281 |
| 8 | AMAZON COM INC | $376M | 1,807,523 |
| 9 | NU HLDGS LTD | $372M | 25,890,701 |
| 10 | THERMO FISHER SCIENTIFIC INC | $356M | 725,005 |
| 11 | SOMNIGROUP INTERNATIONAL INC | $347M | 4,688,423 |
| 12 | TEXAS INSTRS INC | $340M | 1,753,001 |
| 13 | SEA LTD | $336M | 4,052,133 |
| 14 | REDDIT INC | $331M | 2,459,151 |
| 15 | KILROY REALTY CORP | $318M | 11,275,077 |
| 16 | KNIGHT-SWIFT TRANSN HLDGS IN | $316M | 5,491,563 |
| 17 | BROADCOM INC | $304M | 981,495 |
| 18 | NVIDIA CORPORATION | $274M | 1,568,793 |
| 19 | APPLOVIN CORP | $266M | 669,282 |
| 20 | XPO INC | $251M | 1,287,630 |
| 21 | LINEAGE INC | $242M | 7,402,229 |
| 22 | DISNEY WALT CO | $227M | 2,355,100 |
| 23 | SCHWAB CHARLES CORP | $222M | 2,357,390 |
| 24 | COUPANG INC | $219M | 11,611,741 |
| 25 | DOORDASH INC | $216M | 1,437,500 |
| 26 | CARVANA CO | $210M | 668,432 |
| 27 | CAPITAL ONE FINL CORP | $204M | 1,116,738 |
| 28 | MARTIN MARIETTA MATLS INC | $190M | 322,857 |
| 29 | SPOTIFY TECHNOLOGY S A | $165M | 340,494 |
| 30 | JOHNSON CONTROLS INTERNATION | $160M | 1,224,055 |
| 31 | CELESTICA INC | $153M | 541,556 |
| 32 | SHERWIN WILLIAMS CO | $152M | 473,753 |
| 33 | ALPHABET INC | $135M | 468,900 |
| 34 | APOLLO GLOBAL MGMT INC | $129M | 1,159,000 |
| 35 | TAIWAN SEMICONDUCTOR MANUFAC | $111M | 328,600 |
| 36 | LIVE NATION ENTERTAINMENT IN | $103M | 674,317 |
| 37 | ANALOG DEVICES INC | $93M | 292,444 |
| 38 | AFFIRM HLDGS INC | $89M | 1,936,900 |
| 39 | FERGUSON ENTERPRISES INC | $81M | 349,347 |
| 40 | TOPBUILD COR | $75M | 213,433 |
| 41 | AUTODESK INC | $74M | 308,907 |
| 42 | UNITY SOFTWARE INC | $72M | 3,259,983 |
| 43 | HYPERLIQUID STRATEGIES INC | $41M | 8,000,000 |
| 44 | ASML HLDG NV | $9M | 6,800 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.