D1 Capital Partners L.P.
D1 Capital Partners L.P. reported 55 holdings worth US$34.8B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
D1 Capital Partners L.P. reported 55 holdings worth US$34.8B as of Jun 30, 2026. Largest: Space Exploration Technologies Corp, Maplebear Inc. and Nu Holdings Ltd. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 55
- Value as reported
- US$34.8B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Space Exploration Technologies Corp | 126M | US$21.5B | 61.9% |
| Maplebear Inc. | 22.6M | US$1.07B | 3.1% |
| Nu Holdings Ltd. | 44.4M | US$593M | 1.7% |
| Mercadolibre, Inc. | 277K | US$471M | 1.4% |
| Us Foods Holding Corp. | 4.5M | US$460M | 1.3% |
| Danaher Corporation | 2.28M | US$435M | 1.2% |
| Sherwin-williams Company (the) | 1.25M | US$431M | 1.2% |
| Reddit, Inc. | 2.46M | US$428M | 1.2% |
| Thermo Fisher Scientific Inc | 817K | US$410M | 1.2% |
| Kilroy Realty Corporation | 10.5M | US$393M | 1.1% |
| Clean Harbors, Inc. | 1.32M | US$393M | 1.1% |
| Somnigroup International Inc. | 4.98M | US$390M | 1.1% |
| Flowserve Corporation | 4.97M | US$368M | 1.1% |
| Applovin Corporation | 669K | US$345M | 0.99% |
| Meta Platforms, Inc. | 567K | US$319M | 0.92% |
| Ferguson Enterprises Inc. | 1.28M | US$304M | 0.87% |
| Alphabet Inc (google) Class C | 822K | US$294M | 0.84% |
| Walt Disney Company (the) | 2.87M | US$277M | 0.80% |
| Carvana Co. | 3.78M | US$249M | 0.72% |
| Doordash, Inc. | 1.3M | US$241M | 0.69% |
| Intuitive Surgical, Inc. | 574K | US$228M | 0.66% |
| Charles Schwab Corporation (the) | 2.47M | US$228M | 0.65% |
| Capital One Financial Corporation | 1.09M | US$219M | 0.63% |
| Lineage, Inc. | 4.74M | US$205M | 0.59% |
| Martin Marietta Materials, Inc. | 345K | US$199M | 0.57% |
| Compass, Inc. | 15.2M | US$188M | 0.54% |
| Coupang, Inc. | 10.3M | US$179M | 0.51% |
| Tesla, Inc. | 402K | US$169M | 0.49% |
| Lattice Semiconductor Corporation | 1.08M | US$166M | 0.48% |
| Affirm Holdings, Inc. | 1.91M | US$156M | 0.45% |
| Amazon.com, Inc. | 628K | US$150M | 0.43% |
| Builders Firstsource, Inc. | 1.64M | US$147M | 0.42% |
| Apollo Global Management, Inc. (new) | 1.16M | US$137M | 0.39% |
| Qnity Electronics, Inc. | 834K | US$136M | 0.39% |
| Texas Instruments Incorporated | 405K | US$121M | 0.35% |
| Monolithic Power Systems, Inc. | 85,103 | US$118M | 0.34% |
| Unity Software Inc. | 3.57M | US$102M | 0.29% |
| Littelfuse, Inc. | 224K | US$102M | 0.29% |
| Shopify Inc. | 831K | US$94.9M | 0.27% |
| Coreweave, Inc. | 628K | US$62.6M | 0.18% |
| Snowflake Inc. | 216K | US$55M | 0.16% |
| Hyperliquid Strategies Inc | 6.34M | US$49.9M | 0.14% |
| Madison Air Solutions Corporation | 1.25M | US$48.8M | 0.14% |
| Analog Devices, Inc. | 102K | US$40.5M | 0.12% |
| Cerebras Systems Inc. | 150K | US$33.1M | 0.10% |
| Quantinuum Inc. | 300K | US$24.5M | 0.07% |
| Topbuild Corp. | 0 | US$0 | 0.00% |
| Xpo, Inc. | 0 | US$0 | 0.00% |
| Asml Holding Nv | 0 | US$0 | 0.00% |
| Autodesk, Inc. | 0 | US$0 | 0.00% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Celestica Inc. | 0 | US$0 | 0.00% |
| Knight-swift Transportation Holdings Inc. | 0 | US$0 | 0.00% |
| Live Nation Entertainment, Inc. | 0 | US$0 | 0.00% |
| Nvidia Corporation | 0 | US$0 | 0.00% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 0 | US$0 | 0.00% |
Source
View original at SEC
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