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NEW YORK, NY · CIK 0001747057
Portfolio Value
$11.23B
Positions
66
New
14
Increased
15
Decreased
23
Sold Out
5
Source: SEC 13F-HR filing filed on 2026-05-15 ·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 | CARTMAPLEBEAR INC | $845.03M | 7.52% | - |
| 2 | MELIMERCADOLIBRE INC | $646.09M | 5.75% | +66.5% |
| 3 | JAMES HARDIE INDS PLC | $536.01M | 4.77% | +16.0% |
| 4 | DHRDANAHER CORP DEL | $436.87M | 3.89% | +311.7% |
| 5 | FLSFLOWSERVE CORP | $431.83M | 3.84% | -23.3% |
| 6 | USFDUS FOODS HLDG CORP | $394.98M | 3.52% | - |
| 7 | CLHCLEAN HARBORS INC | $383.73M | 3.42% | -51.9% |
| 8 | AMZNAMAZON COM INC | $376.45M | 3.35% | +34.8% |
| 9 | NUNU HLDGS LTD | $372.05M | 3.31% | +0.0% |
| 10 | TMOTHERMO FISHER SCIENTIFIC INC | $356.36M | 3.17% | New |
| Stock | Value | Shares |
|---|---|---|
| TMOTHERMO FISHER SCIENTIFIC INC | $356.36M | 725,005 |
| CPNGCOUPANG INC | $219.23M | 11,611,741 |
| DASHDOORDASH INC | $215.84M | 1,437,500 |
| CVNACARVANA CO | $210.14M | 668,432 |
| MRTMARTIN MARIETTA MATLS INC | $190.06M | 322,857 |
| CLSCELESTICA INC | $152.55M | 541,556 |
| GOOGLALPHABET INC | $134.84M | 468,900 |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | $111.05M | 328,600 |
| LYVLIVE NATION ENTERTAINMENT IN | $102.84M | 674,317 |
| ADIANALOG DEVICES INC | $93.04M | 292,444 |
As of Q1 2026, D1 Capital Partners L.P. reported a portfolio value of $11.23B across 66 positions in their 13F filing.
D1 Capital Partners L.P.'s largest holding is CART with a position worth $845.03M. Their top holdings include CART, MELI, JAMES HARDIE INDS PLC, DHR, FLS.
In Q1 2026, D1 Capital Partners L.P. made the following changes to their portfolio: 14 new positions, 5 positions sold out, 15 positions increased, 23 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.