13F-HR filed by D1 Capital Partners L.P.
D1 Capital Partners L.P. filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 38 holding rows worth $8,707,803,096.
- Accession
- 0001172661-25-004963
- Filer
- CIK 1747057
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 38 entries on the cover page, a total value of $8,707,803,096 stated on the cover page (in dollars after the unit check, H1), rows summing to $8,707,803,096 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 | $829,241,454 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 836,782 | $601,261,338 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 2,445,583 | $567,913,284 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 2,024,597 | $465,637,064 | dollars as filed | |
| FLOWSERVE CORP | 34354P105 | COM | 7,479,351 | $397,452,712 | dollars as filed | |
| JAMES HARDIE INDS PLC ORD SHS | G4253H101 | Stock | 18,997,847 | $364,948,641 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 3,821,904 | $364,877,175 | dollars as filed | |
| KILROY REALTY CORP COM | 49427F108 | REIT | 8,482,654 | $358,392,132 | dollars as filed | |
| XPO INC COM | 983793100 | Stock | 2,505,738 | $323,916,751 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 128,803 | $301,004,883 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 5,524,547 | $285,011,380 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 5,176,680 | $278,660,684 | dollars as filed | |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | 741623102 | Stock | 11,814,815 | $261,107,412 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 3,361,200 | $257,535,144 | dollars as filed | |
| LINEAGE INC COM | 53566V106 | REIT | 6,181,894 | $238,868,384 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 1,292,643 | $231,034,083 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 667,400 | $220,181,934 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 981,310 | $208,606,880 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 271,400 | $199,310,732 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 908,691 | $180,157,078 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 10,178,933 | $162,964,717 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 1,159,000 | $154,459,930 | dollars as filed | |
| KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | CL A | 3,730,000 | $147,372,300 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 1,206,000 | $138,087,000 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 505,329 | $124,078,483 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 740,308 | $120,077,958 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 472,135 | $118,826,937 | dollars as filed | |
| ALASKA AIR GROUP INC COM | 011659109 | Stock | 2,338,340 | $116,402,565 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 616,600 | $115,045,228 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 1,149,981 | $106,327,243 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 156,783 | $77,355,164 | dollars as filed | |
| API GROUP CORP COM STK | 00187Y100 | Stock | 2,204,600 | $75,772,102 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 994,584 | $74,693,258 | dollars as filed | |
| LOUISIANA PAC CORP COM | 546347105 | Stock | 803,906 | $71,419,009 | dollars as filed | |
| ECHOSTAR CORP | 278768106 | CL A | 822,200 | $62,783,192 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 820,000 | $59,925,600 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 30,800 | $40,595,016 | dollars as filed | |
| LEXEO THERAPEUTICS INC | 52886X107 | COMMON STOCK | 978,652 | $6,498,249 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-004963 | this filing | 2025-11-14 | acceptance time not in the bulk data set |