13F-HR filed by D1 Capital Partners L.P.
D1 Capital Partners L.P. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 42 holding rows worth $10,702,130,196.
- Accession
- 0001172661-26-000855
- Filer
- CIK 1747057
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 42 entries on the cover page, a total value of $10,702,130,196 stated on the cover page (in dollars after the unit check, H1), rows summing to $10,702,130,196 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 | $1,014,670,310 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 2,781,882 | $652,295,691 | dollars as filed | |
| FLOWSERVE CORP | 34354P105 | COM | 7,657,602 | $531,284,427 | dollars as filed | |
| JAMES HARDIE INDS PLC ORD SHS | G4253H101 | Stock | 24,402,713 | $506,356,295 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 2,118,597 | $487,001,892 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 224,481 | $452,163,099 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 669,282 | $450,975,597 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 3,485,043 | $444,586,936 | dollars as filed | |
| KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | CL A | 7,718,299 | $403,512,672 | dollars as filed | |
| KILROY REALTY CORP COM | 49427F108 | REIT | 10,400,212 | $388,655,922 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 4,283,474 | $322,631,262 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 3,154,790 | $315,195,069 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 962,124 | $311,757,040 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,340,523 | $309,419,519 | dollars as filed | |
| XPO INC COM | 983793100 | Stock | 2,035,042 | $276,582,558 | dollars as filed | |
| LINEAGE INC COM | 53566V106 | REIT | 7,402,229 | $259,078,015 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 2,215,000 | $252,000,550 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 376,162 | $248,300,775 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 395,900 | $229,903,089 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,149,711 | $214,421,102 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 2,493,416 | $210,070,298 | dollars as filed | |
| Linde plc | G54950103 | COM | 483,808 | $206,290,893 | dollars as filed | |
| ECHOSTAR CORP | 278768106 | CL A | 1,855,800 | $201,725,460 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 828,210 | $200,724,976 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 378,350 | $177,718,562 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 1,159,000 | $167,776,840 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 1,354,486 | $162,199,699 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 1,763,284 | $144,624,554 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 2,647,789 | $137,605,594 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 455,658 | $134,879,325 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 559,727 | $128,132,705 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 962,429 | $126,107,072 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 358,548 | $124,093,463 | dollars as filed | |
| API GROUP CORP COM STK | 00187Y100 | Stock | 2,204,600 | $84,347,996 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 485,818 | $84,284,565 | dollars as filed | |
| QNITY ELECTRONICS INC COMMON STOCK | 74743L100 | Stock | 937,135 | $76,517,073 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 1,245,247 | $68,488,585 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 820,000 | $61,032,600 | dollars as filed | |
| NISOURCE INC COM | 65473P105 | Stock | 1,214,570 | $50,720,443 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 344,100 | $39,678,171 | dollars as filed | |
| HYPERLIQUID STRATEGIES | 44916Y106 | COMMON STOCK | 8,000,000 | $28,480,000 | dollars as filed | |
| MEDLINE INC COM CL A | 58507V107 | Stock | 377,131 | $15,839,502 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-000855 | this filing | 2026-02-17 | acceptance time not in the bulk data set |