Loading...
Loading...
NEW YORK, NY · CIK 0001747057
New positions
13
Added to
10
Trimmed
12
Exited
8
D1 Capital Partners L.P. (NEW YORK, NY) reported a portfolio value of $8.71B across 38 positions in their Q3 2025 SEC 13F filing (period ending 2025-09-30). The top 10 positions account for 52.5% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CARTMAPLEBEAR INC | $829.24M | 9.52% | - |
| 2 | APPAPPLOVIN CORP | $601.26M | 6.90% | +5.9% |
| 3 | CLHCLEAN HARBORS INC | $567.91M | 6.52% | +69.4% |
| 4 | RDDTREDDIT INC | $465.64M | 5.35% | +5.1% |
| 5 | FLSFLOWSERVE CORP | $397.45M | 4.56% | +343.6% |
| 6 | JAMES HARDIE INDS PLC | $364.95M | 4.19% | New |
| 7 | SCHWSCHWAB CHARLES CORP | $364.88M | 4.19% | +8.5% |
| 8 | KRCKILROY RLTY CORP | $358.39M | 4.12% | +349.5% |
| 9 | XPOXPO INC | $323.92M | 3.72% | -20.3% |
| 10 | MELIMERCADOLIBRE INC | $301.00M | 3.46% | New |
| Stock | Value | Shares |
|---|---|---|
| JAMES HARDIE INDS PLC | $364.95M | 18,997,847 |
| MELIMERCADOLIBRE INC | $301.00M | 128,803 |
| SESEA LTD | $231.03M | 1,292,643 |
| AVGOBROADCOM INC | $220.18M | 667,400 |
| METAMETA PLATFORMS INC | $199.31M | 271,400 |
| KNXKNIGHT-SWIFT TRANSN HLDGS IN | $147.37M | 3,730,000 |
| DISDISNEY WALT CO | $138.09M | 1,206,000 |
| WINGWINGSTOP INC | $118.83M | 472,135 |
| NVDANVIDIA CORPORATION | $115.05M | 616,600 |
| SNPSSYNOPSYS INC | $77.36M | 156,783 |
Get alerts when D1 Capital Partners L.P. files new 13F holdings.