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D1 Capital Partners L.P.

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13F filer, CIK 1747057, New York, NY

D1 Capital Partners L.P. reported $7,203,884,183 across 33 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 56.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003278

Period
2025-06-30
Reported value
$7.2B
Holdings
33
Top 10 weight
56.18%
New
5
Sold out
13

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CLHadded+1,250,615$289M
DHInew+1,539,410$198M
NUadded+14,329,933$197M
LPXnew+1,812,000$156M
TOLadded+913,881$104M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
RCLexited-1,114,713-$229M
CPexited-2,327,000-$163M
SNPSexited-334,700-$144M
CRLexited-777,489-$117M
ELVreduced-252,000-$98M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-003278, largest first. % of portfolio is the value over $7,203,884,183, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,551,414 shares; 2024Q4: 22,551,414 shares; 2025Q1: 22,551,414 shares; 2025Q2: 22,558,255 shares 22,558,255$1.02B14.17%+6,841Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,711,042 shares; 2024Q4: 2,033,838 shares; 2025Q1: 3,052,186 shares; 2025Q2: 3,144,916 shares 3,144,916$397M5.51%+92,730Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,406,706 shares; 2024Q4: not reported; 2025Q1: 7,299,000 shares; 2025Q2: 7,965,147 shares 7,965,147$377M5.23%+666,147Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,945,680 shares; 2025Q2: 6,012,680 shares 6,012,680$363M5.04%+1,067,000Timeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641,101 shares; 2024Q4: 2,752,902 shares; 2025Q1: 4,224,574 shares; 2025Q2: 4,169,614 shares 4,169,614$336M4.67%-54,960Timeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193,022 shares; 2025Q2: 1,443,637 shares 1,443,637$334M4.63%+1,250,615Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,885,000 shares; 2025Q1: 9,803,000 shares; 2025Q2: 24,132,933 shares 24,132,933$331M4.6%+14,329,933Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,355,608 shares; 2025Q2: 3,523,904 shares 3,523,904$322M4.46%-831,704Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,788,000 shares; 2025Q2: 1,927,000 shares 1,927,000$290M4.03%+139,000Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 481,000 shares; 2025Q1: 790,000 shares; 2025Q2: 789,982 shares 789,982$277M3.84%-18Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 487,000 shares; 2025Q1: 811,000 shares; 2025Q2: 1,162,000 shares 1,162,000$247M3.43%+351,000Timeline
ANSYS INCANSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,189 shares; 2024Q4: 249,189 shares; 2025Q1: 864,345 shares; 2025Q2: 654,435 shares 654,435$230M3.19%-209,910
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 616,644 shares; 2025Q2: 822,387 shares 822,387$227M3.16%+205,743Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,286,873 shares; 2024Q4: 3,630,033 shares; 2025Q1: 1,505,033 shares; 2025Q2: 1,225,033 shares 1,225,033$223M3.1%-280,000Timeline
LINELINEAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050,000 shares; 2024Q4: 3,753,598 shares; 2025Q1: 2,457,061 shares; 2025Q2: 4,622,594 shares 4,622,594$201M2.79%+2,165,533Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,276,209 shares; 2025Q2: 1,415,000 shares 1,415,000$201M2.79%+138,791Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,539,410 shares 1,539,410$198M2.75%newTimeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 845,000 shares; 2025Q1: 690,000 shares; 2025Q2: 1,603,881 shares 1,603,881$183M2.54%+913,881Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,336,567 shares; 2025Q2: 2,666,395 shares 2,666,395$181M2.52%+1,329,828Timeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,812,000 shares 1,812,000$156M2.16%newTimeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,130,000 shares; 2025Q2: 3,142,948 shares 3,142,948$156M2.16%-987,052Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211,234 shares; 2024Q4: 409,234 shares; 2025Q1: 951,234 shares; 2025Q2: 700,887 shares 700,887$154M2.13%-250,347Timeline
PRMBPRIMO BRANDS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,224,266 shares; 2025Q2: 4,810,019 shares 4,810,019$142M1.98%-414,247Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 799,000 shares; 2025Q1: 578,411 shares; 2025Q2: 326,411 shares 326,411$127M1.76%-252,000Timeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,686,000 shares 1,686,000$88.3M1.23%newTimeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,857,314 shares; 2024Q4: 3,486,584 shares; 2025Q1: 1,249,584 shares; 2025Q2: 1,159,584 shares 1,159,584$85.9M1.19%-90,000Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,322,000 shares; 2025Q2: 1,032,000 shares 1,032,000$79.5M1.1%-290,000Timeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,887,000 shares; 2025Q2: 1,887,000 shares 1,887,000$64.7M0.9%0Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,586,161 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,150,443 shares 1,150,443$61.3M0.85%newTimeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 672,000 shares; 2025Q2: 335,272 shares 335,272$57.8M0.8%-336,728Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 820,000 shares; 2025Q2: 820,000 shares 820,000$56.7M0.79%0Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 162,507 shares 162,507$32.1M0.45%newTimeline
LXEOLEXEO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,506,607 shares; 2024Q4: 2,203,900 shares; 2025Q1: 978,652 shares; 2025Q2: 978,652 shares 978,652$3.93M0.05%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
RCLROYAL CARIBBEAN GROUP1,114,713$229Mshares
CPCANADIAN PACIFIC KANSAS CITY2,327,000$163Mshares
SNPSSYNOPSYS INC334,700$144Mshares
CRLCHARLES RIV LABS INTL INC777,489$117Mshares
CVNACARVANA CO370,000$77.4Mshares
BBWIBATH & BODY WORKS INC2,200,000$66.7Mshares
LENLENNAR CORP468,433$53.8Mshares
CDNSCADENCE DESIGN SYSTEM INC198,000$50.4Mshares
INTCINTEL CORP1,443,000$32.8Mshares
AMATAPPLIED MATLS INC205,000$29.7Mshares
LRCXLAM RESEARCH CORP403,000$29.3Mshares
QSRRESTAURANT BRANDS INTL INC92,833$6.19Mshares
WRBYWARBY PARKER INC257,306$4.69Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-003278 base2025-08-14acceptance time not in the bulk data set