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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 $8,707,803,096 across 38 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 52.53% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-004963

Period
2025-09-30
Reported value
$8.71B
Holdings
38
Top 10 weight
52.53%
New
13
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JHXnew+18,997,847$365M
FLSadded+5,793,351$308M
MELInew+128,803$301M
KRCadded+6,595,654$279M
CLHadded+1,001,946$233M

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
ENTGreduced-3,019,633-$279M
ANSYS INCexited-654,435-$230M
NUreduced-13,954,000-$223M
DHIexited-1,539,410-$198M
TOLexited-1,603,881-$183M

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, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-004963, largest first. % of portfolio is the value over $8,707,803,096, 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; 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; 2025Q3: 22,558,255 shares 22,558,255$829M9.52%0Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 481,000 shares; 2025Q1: 790,000 shares; 2025Q2: 789,982 shares; 2025Q3: 836,782 shares 836,782$601M6.9%+46,800Timeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193,022 shares; 2025Q2: 1,443,637 shares; 2025Q3: 2,445,583 shares 2,445,583$568M6.52%+1,001,946Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,788,000 shares; 2025Q2: 1,927,000 shares; 2025Q3: 2,024,597 shares 2,024,597$466M5.35%+97,597Timeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,686,000 shares; 2025Q3: 7,479,351 shares 7,479,351$397M4.56%+5,793,351Timeline
JHXJAMES HARDIE INDS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,997,847 shares 18,997,847$365M4.19%newTimeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,355,608 shares; 2025Q2: 3,523,904 shares; 2025Q3: 3,821,904 shares 3,821,904$365M4.19%+298,000Timeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,887,000 shares; 2025Q2: 1,887,000 shares; 2025Q3: 8,482,654 shares 8,482,654$358M4.12%+6,595,654Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,505,738 shares 2,505,738$324M3.72%-639,178Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128,803 shares 128,803$301M3.46%newTimeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,406,706 shares; 2024Q4: not reported; 2025Q1: 7,299,000 shares; 2025Q2: 7,965,147 shares; 2025Q3: 5,524,547 shares 5,524,547$285M3.27%-2,440,600Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,945,680 shares; 2025Q2: 6,012,680 shares; 2025Q3: 5,176,680 shares 5,176,680$279M3.2%-836,000Timeline
PRMBPRIMO BRANDS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,224,266 shares; 2025Q2: 4,810,019 shares; 2025Q3: 11,814,815 shares 11,814,815$261M3%+7,004,796Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,322,000 shares; 2025Q2: 1,032,000 shares; 2025Q3: 3,361,200 shares 3,361,200$258M2.96%+2,329,200Timeline
LINELINEAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,181,894 shares 6,181,894$239M2.74%+1,559,300Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,292,643 shares 1,292,643$231M2.65%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 667,400 shares 667,400$220M2.53%newTimeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 487,000 shares; 2025Q1: 811,000 shares; 2025Q2: 1,162,000 shares; 2025Q3: 981,310 shares 981,310$209M2.4%-180,690Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,665 shares; 2024Q4: 252,188 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271,400 shares 271,400$199M2.29%newTimeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 162,507 shares; 2025Q3: 908,691 shares 908,691$180M2.07%+746,184Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,885,000 shares; 2025Q1: 9,803,000 shares; 2025Q2: 24,132,933 shares; 2025Q3: 10,178,933 shares 10,178,933$163M1.87%-13,954,000Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,276,209 shares; 2025Q2: 1,415,000 shares; 2025Q3: 1,159,000 shares 1,159,000$154M1.77%-256,000Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,730,000 shares 3,730,000$147M1.69%newTimeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,206,000 shares 1,206,000$138M1.59%newTimeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 616,644 shares; 2025Q2: 822,387 shares; 2025Q3: 505,329 shares 505,329$124M1.42%-317,058Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 740,308 shares 740,308$120M1.38%-484,725Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 472,135 shares 472,135$119M1.36%newTimeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,130,000 shares; 2025Q2: 3,142,948 shares; 2025Q3: 2,338,340 shares 2,338,340$116M1.34%-804,608Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 616,600 shares 616,600$115M1.32%newTimeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,149,981 shares 1,149,981$106M1.22%-3,019,633Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 253,000 shares; 2025Q1: 334,700 shares; 2025Q2: not reported; 2025Q3: 156,783 shares 156,783$77.4M0.89%newTimeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,204,600 shares 2,204,600$75.8M0.87%newTimeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 994,584 shares 994,584$74.7M0.86%-165,000Timeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,812,000 shares; 2025Q3: 803,906 shares 803,906$71.4M0.82%-1,008,094Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 822,200 shares 822,200$62.8M0.72%newTimeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 820,000 shares; 2025Q2: 820,000 shares; 2025Q3: 820,000 shares 820,000$59.9M0.69%0Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,800 shares 30,800$40.6M0.47%newTimeline
LXEOLEXEO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,506,607 shares; 2024Q4: 2,203,900 shares; 2025Q1: 978,652 shares; 2025Q2: 978,652 shares; 2025Q3: 978,652 shares 978,652$6.5M0.07%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
ANSYS INCANSYS INC654,435$230Mshares
DHID R HORTON INC1,539,410$198Mshares
TOLTOLL BROTHERS INC1,603,881$183Mshares
SGISOMNIGROUP INTERNATIONAL INC2,666,395$181Mshares
AMZNAMAZON COM INC700,887$154Mshares
ELVELEVANCE HEALTH INC FORMERLY326,411$127Mshares
VIKVIKING HOLDINGS LTD1,150,443$61.3Mshares
BDXBECTON DICKINSON & CO335,272$57.8Mshares

How Q3 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 0001172661-25-004963 base2025-11-14acceptance time not in the bulk data set