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NEW YORK, NY · CIK 0001747057
Portfolio Value
$7.20B
Positions
33
New
5
Increased
13
Decreased
12
Sold Out
13
D1 Capital Partners L.P. (NEW YORK, NY) reported a portfolio value of $7.20B across 33 positions in their Q2 2025 SEC 13F filing (period ending 2025-06-30). The top 10 positions account for 56.2% 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 | $1.02B | 14.17% | +0.0% |
| 2 | XPOXPO INC | $397.17M | 5.51% | +3.0% |
| 3 | BACBANK AMERICA CORP | $376.91M | 5.23% | +9.1% |
| 4 | CNMCORE & MAIN INC | $362.87M | 5.04% | +21.6% |
| 5 | ENTGENTEGRIS INC | $336.28M | 4.67% | -1.3% |
| 6 | CLHCLEAN HARBORS INC | $333.74M | 4.63% | +647.9% |
| 7 | NUNU HLDGS LTD | $331.10M | 4.60% | +146.2% |
| 8 | SCHWSCHWAB CHARLES CORP | $321.52M | 4.46% | -19.1% |
| 9 | RDDTREDDIT INC | $290.15M | 4.03% | +7.8% |
| 10 | APPAPPLOVIN CORP | $276.56M | 3.84% | -0.0% |
| Stock | Value | Shares |
|---|---|---|
| DHID R HORTON INC | $198.46M | 1,539,410 |
| LPXLOUISIANA PAC CORP | $155.81M | 1,812,000 |
| FLSFLOWSERVE CORP | $88.26M | 1,686,000 |
| VIKVIKING HOLDINGS LTD | $61.31M | 1,150,443 |
| DHRDANAHER CORPORATION | $32.10M | 162,507 |
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