13F-HR filed by D1 Capital Partners L.P.
D1 Capital Partners L.P. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 55 holding rows worth $34,783,267,943.
- Accession
- 0001172661-26-003662
- Filer
- CIK 1747057
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 55 entries on the cover page, a total value of $34,783,267,943 stated on the cover page (in dollars after the unit check, H1), rows summing to $34,783,267,943 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 |
|---|---|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 126,042,232 | $21,535,575,760 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 22,564,435 | $1,068,425,997 | dollars as filed | |
| JAMES HARDIE INDS PLC ORD SHS | G4253H101 | Stock | 27,545,516 | $721,141,609 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 44,418,543 | $593,431,734 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 3,751,887 | $548,188,210 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 277,475 | $470,983,290 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 4,501,964 | $460,325,819 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 2,282,039 | $434,682,789 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 1,252,471 | $431,250,815 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 2,464,411 | $427,772,461 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 817,123 | $409,672,787 | dollars as filed | |
| KILROY REALTY CORP COM | 49427F108 | REIT | 10,498,120 | $393,364,556 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 1,315,501 | $393,005,924 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 4,975,364 | $390,068,538 | dollars as filed | |
| FLOWSERVE CORP | 34354P105 | COM | 4,968,713 | $368,479,756 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 669,282 | $344,834,165 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 566,500 | $319,103,785 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 1,282,038 | $304,266,079 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 2,874,400 | $276,661,000 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 738,300 | $263,846,271 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 568,855 | $261,178,396 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 3,779,517 | $248,767,809 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 1,303,705 | $240,572,684 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 574,200 | $228,347,856 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 2,466,590 | $227,592,259 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 1,093,438 | $219,365,532 | dollars as filed | |
| LINEAGE INC COM | 53566V106 | REIT | 4,736,312 | $204,845,494 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 345,060 | $198,996,102 | dollars as filed | |
| COMPASS INC | 20464U100 | CL A | 15,224,831 | $187,722,166 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 10,292,141 | $178,774,489 | dollars as filed | |
| Linde plc | G54950103 | COM | 341,538 | $177,237,730 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 401,900 | $169,039,140 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 1,084,051 | $165,816,441 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 1,678,332 | $160,834,556 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 1,908,511 | $155,639,072 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 628,082 | $149,697,064 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 1,639,222 | $146,677,585 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 1,159,000 | $137,121,290 | dollars as filed | |
| QNITY ELECTRONICS INC COMMON STOCK | 74743L100 | Stock | 833,996 | $136,199,887 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 405,474 | $120,859,635 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 85,103 | $117,642,983 | dollars as filed | |
| AMRIZE LTD SHS | H2927K103 | Stock | 2,187,487 | $116,593,057 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 3,572,473 | $102,101,278 | dollars as filed | |
| LITTELFUSE INC COM | 537008104 | Stock | 224,164 | $102,068,594 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 830,891 | $94,871,134 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 628,446 | $62,555,515 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 216,019 | $54,976,836 | dollars as filed | |
| HYPERLIQUID STRATEGIES | 44916Y106 | COMMON STOCK | 6,342,600 | $49,916,262 | dollars as filed | |
| MADISON AIR SOLUTIONS COCLASS A | 55658T105 | COMMON STOCK | 1,250,000 | $48,750,000 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 102,040 | $40,527,227 | dollars as filed | |
| CEREBRAS SYSTEMS INC COM CL A | 15675D103 | Stock | 150,000 | $33,150,000 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 85,000 | $30,033,050 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 30,115 | $29,060,975 | dollars as filed | |
| QUANTINUUM INC | 74768A104 | CL A COM | 300,000 | $24,522,000 | dollars as filed | |
| DPC HOLDINGS PLC | G2R11M108 | ORDINARY SHARES | 125,000 | $6,132,500 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-003662 | this filing | 2026-08-14 | acceptance time not in the bulk data set |