13F-HR filed by D1 Capital Partners L.P.
D1 Capital Partners L.P. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 41 holding rows worth $6,527,317,282.
- Accession
- 0001172661-25-002062
- Filer
- CIK 1747057
- Filed
- 2025-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 41 entries on the cover page, a total value of $6,527,317,282 stated on the cover page (in dollars after the unit check, H1), rows summing to $6,527,317,282 with VALUE read as dollars as filed, 13F file number 028-19335. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| MAPLEBEAR INC COM | 565394103 | Stock | 22,551,414 | $899,575,904 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 4,224,574 | $369,565,734 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 4,355,608 | $340,956,994 | dollars as filed | |
| XPO INC COM | 983793100 | Stock | 3,052,186 | $328,354,170 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 7,299,000 | $304,587,270 | dollars as filed | |
| ANSYS INC COM | 03662Q105 | COM | 864,345 | $273,617,053 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 578,411 | $251,585,649 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 4,945,680 | $238,925,801 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,505,033 | $238,893,888 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 1,114,713 | $229,006,639 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 790,000 | $209,326,300 | dollars as filed | |
| ALASKA AIR GROUP INC COM | 011659109 | Stock | 4,130,000 | $203,278,600 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 1,788,000 | $187,561,200 | dollars as filed | |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | 741623102 | Stock | 5,224,266 | $185,409,200 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 951,234 | $180,981,781 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 1,276,209 | $174,764,060 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 2,327,000 | $163,378,670 | dollars as filed | |
| BECTON DICKINSON & CO | 075887109 | COM | 672,000 | $153,928,320 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 811,000 | $145,412,300 | dollars as filed | |
| LINEAGE INC COM | 53566V106 | REIT | 2,457,061 | $144,057,486 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 334,700 | $143,536,095 | dollars as filed | |
| CHARLES RIV LABS INTL INC | 159864107 | COM | 777,489 | $117,027,644 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 616,644 | $111,723,560 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 1,249,584 | $100,853,925 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 9,803,000 | $100,382,720 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 1,322,000 | $86,538,120 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 1,336,567 | $80,033,632 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 370,000 | $77,359,600 | dollars as filed | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 690,000 | $72,857,100 | dollars as filed | |
| BATH & BODY WORKS INC COM | 070830104 | Stock | 2,200,000 | $66,704,000 | dollars as filed | |
| KILROY REALTY CORP COM | 49427F108 | REIT | 1,887,000 | $61,818,120 | dollars as filed | |
| LENNAR CORP CL A | 526057104 | Stock | 468,433 | $53,766,740 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 198,000 | $50,357,340 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 193,022 | $38,044,636 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 820,000 | $37,055,800 | dollars as filed | |
| Intel Corp | 458140100 | COM | 1,443,000 | $32,770,530 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 205,000 | $29,749,600 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 403,000 | $29,298,100 | dollars as filed | |
| RESTAURANT BRANDS INTL INC COM | 76131D103 | Stock | 92,833 | $6,186,391 | dollars as filed | |
| WARBY PARKER INC | 93403J106 | CL A COM | 257,306 | $4,690,688 | dollars as filed | |
| LEXEO THERAPEUTICS INC | 52886X107 | COMMON STOCK | 978,652 | $3,395,922 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-002062 | this filing | 2025-05-15 | acceptance time not in the bulk data set |