13F-HR filed by D1 Capital Partners L.P.
D1 Capital Partners L.P. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 33 holding rows worth $7,203,884,183.
- Accession
- 0001172661-25-003278
- Filer
- CIK 1747057
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 33 entries on the cover page, a total value of $7,203,884,183 stated on the cover page (in dollars after the unit check, H1), rows summing to $7,203,884,183 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 | 22,558,255 | $1,020,535,456 | dollars as filed | |
| XPO INC COM | 983793100 | Stock | 3,144,916 | $397,171,442 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 7,965,147 | $376,910,756 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 6,012,680 | $362,865,238 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 4,169,614 | $336,279,369 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 1,443,637 | $333,740,002 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 24,132,933 | $331,103,841 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 3,523,904 | $321,521,001 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 1,927,000 | $290,148,390 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 789,982 | $276,556,899 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 1,162,000 | $247,227,120 | dollars as filed | |
| ANSYS INC COM | 03662Q105 | COM | 654,435 | $229,850,661 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 822,387 | $227,291,319 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,225,033 | $223,115,260 | dollars as filed | |
| LINEAGE INC COM | 53566V106 | REIT | 4,622,594 | $201,175,291 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 1,415,000 | $200,746,050 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 1,539,410 | $198,460,737 | dollars as filed | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 1,603,881 | $183,050,939 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 2,666,395 | $181,448,180 | dollars as filed | |
| LOUISIANA PAC CORP COM | 546347105 | Stock | 1,812,000 | $155,813,880 | dollars as filed | |
| ALASKA AIR GROUP INC COM | 011659109 | Stock | 3,142,948 | $155,513,067 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 700,887 | $153,767,599 | dollars as filed | |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | 741623102 | Stock | 4,810,019 | $142,472,763 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 326,411 | $126,960,823 | dollars as filed | |
| FLOWSERVE CORP | 34354P105 | COM | 1,686,000 | $88,262,100 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 1,159,584 | $85,890,387 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 1,032,000 | $79,474,320 | dollars as filed | |
| KILROY REALTY CORP COM | 49427F108 | REIT | 1,887,000 | $64,742,970 | dollars as filed | |
| VIKING HOLDINGS LTD | G93A5A101 | ORD SHS | 1,150,443 | $61,307,107 | dollars as filed | |
| BECTON DICKINSON & CO | 075887109 | COM | 335,272 | $57,750,602 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 820,000 | $56,694,800 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 162,507 | $32,101,633 | dollars as filed | |
| LEXEO THERAPEUTICS INC | 52886X107 | COMMON STOCK | 978,652 | $3,934,181 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-003278 | this filing | 2025-08-14 | acceptance time not in the bulk data set |