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NEW YORK, NY · CIK 0001747057
New positions
21
Added to
16
Trimmed
16
Exited
10
Source: SEC 13F-HR filing filed on 2026-08-14 ·View on SEC.gov →
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SPCXSPACE EXPLORATION TECHN CORP | $21.54B | 61.91% | New |
| 2 | CARTMAPLEBEAR INC | $1.07B | 3.07% | +0.0% |
| 3 | JHXJAMES HARDIE INDS PLC | $721.14M | 2.07% | -2.7% |
| 4 | NUNU HLDGS LTD | $593.43M | 1.71% | +71.6% |
| 5 | JCIJOHNSON CONTROLS INTERNATION | $548.19M | 1.58% | +206.5% |
| 6 | MELIMERCADOLIBRE INC | $470.98M | 1.35% | -25.7% |
| 7 | USFDUS FOODS HLDG CORP | $460.33M | 1.32% | +5.1% |
| 8 | DHRDANAHER CORP DEL | $434.68M | 1.25% | -1.0% |
| 9 | SHWSHERWIN WILLIAMS CO | $431.25M | 1.24% | +164.4% |
| 10 | RDDTREDDIT INC | $427.77M | 1.23% | +0.2% |
| Stock | Value | Shares |
|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORP | $21.54B | 126,042,232 |
| METAMETA PLATFORMS INC | $319.10M | 566,500 |
| ISRGINTUITIVE SURGICAL INC | $228.35M | 574,200 |
| COMPCOMPASS INC | $187.72M | 15,224,831 |
| LINLINDE PLC | $177.24M | 341,538 |
| TSLATESLA INC | $169.04M | 401,900 |
| LSCCLATTICE SEMICONDUCTOR CORP | $165.82M | 1,084,051 |
| BLDRBUILDERS FIRSTSOURCE INC | $146.68M | 1,639,222 |
| QQNITY ELECTRONICS INC | $136.20M | 833,996 |
| MPWRMONOLITHIC PWR SYS INC | $117.64M | 85,103 |
As of Q2 2026, D1 Capital Partners L.P. reported a portfolio value of $34.78B across 55 positions in their 13F filing.
D1 Capital Partners L.P.'s largest holding is SPCX with a position worth $21.54B. Their top holdings include SPCX, CART, JHX, NU, JCI.
In Q2 2026, D1 Capital Partners L.P. made the following changes to their portfolio: 21 new positions, 10 positions sold out, 16 positions increased, 16 positions reduced.
D1 Capital Partners L.P. files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
Get alerts when D1 Capital Partners L.P. files new 13F holdings.
Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.