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NEW YORK, NY · CIK 0001747057
New positions
21
Added to
16
Trimmed
16
Exited
10
D1 Capital Partners L.P. (NEW YORK, NY) reported a portfolio value of $34.78B across 55 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 76.7% 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 | 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 |
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