Fund portfolio

D1 Capital Partners

Quarter: Q1 2026
Filed: 2026-05-15
Portfolio value: $11,232,639,222
Positions: 44
Source: 13F on EDGAR ↗

Ticker	Change	% of portfolio	Shares	Value
CART history		7.52%	22,558,255	$845,032,232
MELI history	+67%	5.75%	373,675	$646,091,549
JHX history	+16%	4.77%	28,300,283	$536,007,360
DHR history	+312%	3.89%	2,304,148	$436,866,461
FLS history	−23%	3.84%	5,874,441	$431,830,158
USFD history		3.52%	4,283,474	$394,979,138
CLH history	−52%	3.42%	1,338,281	$383,725,311
AMZN history	+35%	3.35%	1,807,523	$376,452,815
NU history	NEW	3.31%	25,890,701	$372,049,373
TMO history	NEW	3.17%	725,005	$356,361,708
SGI history	NEW	3.09%	4,688,423	$346,568,228
TXN history	+261%	3.03%	1,753,001	$340,327,614
SE history	+16%	2.99%	4,052,133	$335,557,134
RDDT history	+16%	2.95%	2,459,151	$331,124,682
KRC history	+8%	2.83%	11,275,077	$318,069,922
KNX history	−29%	2.82%	5,491,563	$316,204,198
AVGO history	+174%	2.7%	981,495	$303,782,517
NVDA history	+37%	2.44%	1,568,793	$273,597,499
APP history		2.37%	669,282	$266,374,236
XPO history	−37%	2.23%	1,287,630	$250,508,417
LINE history		2.16%	7,402,229	$242,497,022
DIS history	+6%	2.02%	2,355,100	$226,984,538
SCHW history	−25%	1.97%	2,357,390	$221,547,512
CPNG history	NEW	1.95%	11,611,741	$219,229,670
DASH history	NEW	1.92%	1,437,500	$215,840,625
CVNA history	NEW	1.87%	668,432	$210,141,652
COF history	+35%	1.81%	1,116,738	$203,726,513
MLM history	NEW	1.69%	322,857	$190,059,459
SPOT history	−14%	1.47%	340,494	$165,108,946
JCI history	−10%	1.43%	1,224,055	$160,290,002
CLS history	NEW	1.36%	541,556	$152,545,494
SHW history	−51%	1.35%	473,753	$151,861,524
GOOG(L) history	NEW	1.2%	468,900	$134,836,884
APO history		1.15%	1,159,000	$129,135,780
TSM history	NEW	0.99%	328,600	$111,050,370
LYV history	NEW	0.92%	674,317	$102,840,086
ADI history	NEW	0.83%	292,444	$93,038,134
AFRM history	+136%	0.79%	1,936,900	$88,748,758
FERG history	NEW	0.73%	349,347	$81,488,681
BLD history	NEW	0.67%	213,433	$74,979,013
ADSK history	−32%	0.66%	308,907	$73,952,336
U history	NEW	0.64%	3,259,983	$71,524,027
PURR history		0.36%	8,000,000	$40,720,000
ASML history	NEW	0.08%	6,800	$8,981,644
META history	SOLD	—	—	—
ENTG history	SOLD	—	—	—
LIN history	SOLD	—	—	—
SATS history	SOLD	—	—	—
SNPS history	SOLD	—	—	—
GEHC history	SOLD	—	—	—
CNM history	SOLD	—	—	—
ANET history	SOLD	—	—	—
APG history	SOLD	—	—	—
Q history	SOLD	—	—	—
BAC history	SOLD	—	—	—
NI history	SOLD	—	—	—
AEP history	SOLD	—	—	—
MDLN history	SOLD	—	—	—