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NEW YORK, NY · CIK 0001747057
New positions
16
Added to
13
Trimmed
9
Exited
14
D1 Capital Partners L.P. (NEW YORK, NY) reported a portfolio value of $11.23B across 44 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 42.5% 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 | $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% | New |
| 10 | TMOTHERMO FISHER SCIENTIFIC INC | $356.36M | 3.17% | New |
| Stock | Value | Shares |
|---|---|---|
| NUNU HLDGS LTD | $372.05M | 25,890,701 |
| TMOTHERMO FISHER SCIENTIFIC INC | $356.36M | 725,005 |
| SGISOMNIGROUP INTERNATIONAL INC | $346.57M | 4,688,423 |
| CPNGCOUPANG INC | $219.23M | 11,611,741 |
| DASHDOORDASH INC | $215.84M | 1,437,500 |
| CVNACARVANA CO | $210.14M | 668,432 |
| MLMMARTIN 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 |
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