13F-HR filed by D1 Capital Partners L.P.
D1 Capital Partners L.P. filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 44 holding rows worth $11,232,639,222.
- Accession
- 0001172661-26-002178
- Filer
- CIK 1747057
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 44 entries on the cover page, a total value of $11,232,639,222 stated on the cover page (in dollars after the unit check, H1), rows summing to $11,232,639,222 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 | $845,032,232 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 373,675 | $646,091,549 | dollars as filed | |
| JAMES HARDIE INDS PLC ORD SHS | G4253H101 | Stock | 28,300,283 | $536,007,360 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 2,304,148 | $436,866,461 | dollars as filed | |
| FLOWSERVE CORP | 34354P105 | COM | 5,874,441 | $431,830,158 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 4,283,474 | $394,979,138 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 1,338,281 | $383,725,311 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,807,523 | $376,452,815 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 25,890,701 | $372,049,373 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 725,005 | $356,361,708 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 4,688,423 | $346,568,228 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 1,753,001 | $340,327,614 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 4,052,133 | $335,557,134 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 2,459,151 | $331,124,682 | dollars as filed | |
| KILROY REALTY CORP COM | 49427F108 | REIT | 11,275,077 | $318,069,922 | dollars as filed | |
| KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | CL A | 5,491,563 | $316,204,198 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 981,495 | $303,782,517 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,568,793 | $273,597,499 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 669,282 | $266,374,236 | dollars as filed | |
| XPO INC COM | 983793100 | Stock | 1,287,630 | $250,508,417 | dollars as filed | |
| LINEAGE INC COM | 53566V106 | REIT | 7,402,229 | $242,497,022 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 2,355,100 | $226,984,538 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 2,357,390 | $221,547,512 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 11,611,741 | $219,229,670 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 1,437,500 | $215,840,625 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 668,432 | $210,141,652 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 1,116,738 | $203,726,513 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 322,857 | $190,059,459 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 340,494 | $165,108,946 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 1,224,055 | $160,290,002 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 541,556 | $152,545,494 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 473,753 | $151,861,524 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 468,900 | $134,836,884 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 1,159,000 | $129,135,780 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 328,600 | $111,050,370 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 674,317 | $102,840,086 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 292,444 | $93,038,134 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 1,936,900 | $88,748,758 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 349,347 | $81,488,681 | dollars as filed | |
| TOPBUILD COR COM | 89055F103 | Stock | 213,433 | $74,979,013 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 308,907 | $73,952,336 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 3,259,983 | $71,524,027 | dollars as filed | |
| HYPERLIQUID STRATEGIES | 44916Y106 | COMMON STOCK | 8,000,000 | $40,720,000 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 6,800 | $8,981,644 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-002178 | this filing | 2026-05-15 | acceptance time not in the bulk data set |