D1 Capital Partners L.P.
CIK 1747057
13F filing for Q2 2026・No. 259
- Holdings
- US$34.78B
- Quarter change
- +US$23.55B
- Entries
- 55
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
55 stocks worth US$34.78B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK | — | 126,042,232 | US$21.54B | 61.91% |
| CARTMAPLEBEAR INCCOM | — | 22,564,435 | US$1.07B | 3.07% |
| JHXJAMES HARDIE INDS PLCORD SHS | — | 27,545,516 | US$721.14M | 2.07% |
| NUNU HLDGS LTDORD SHS CL A | — | 44,418,543 | US$593.43M | 1.71% |
| JCIJOHNSON CONTROLS INTERNATIONSHS | — | 3,751,887 | US$548.19M | 1.58% |
| MELIMERCADOLIBRE INCCOM | — | 277,475 | US$470.98M | 1.35% |
| USFDUS FOODS HLDG CORPCOM | — | 4,501,964 | US$460.33M | 1.32% |
| DHRDANAHER CORP DELCOM | — | 2,282,039 | US$434.68M | 1.25% |
| SHWSHERWIN WILLIAMS COCOM | — | 1,252,471 | US$431.25M | 1.24% |
| RDDTREDDIT INCCL A | — | 2,464,411 | US$427.77M | 1.23% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.