DL

D1 Capital Partners LP

CIK: 1747057

Portfolio Value

$10.70B

Total Holdings

42

Report Period

Dec 2025

Top 10 Holdings

CART
9.5%
CLH
6.1%
FLS
5.0%
JHX
4.7%
RDDT
4.6%
MELI
4.2%
APP
4.2%
SE
4.2%
KNX
3.8%
KRC
3.6%
Others
50.2%
Showing top 10 of 51 total holdings

Holdings (51)

Latest 13F positions

CA
CART📈 History
MAPLEBEAR INC
22.56M$1.01B9.5%
-
CL
CLH📈 History
CLEAN HARBORS INC
2.78M$652.30M6.1%
+14%
FL
FLS📈 History
FLOWSERVE CORP
7.66M$531.28M5.0%
+2%
JH
JHX📈 History
JAMES HARDIE INDS PLC
24.40M$506.36M4.7%
+28%
RD
2.12M$487.00M4.6%
+5%
ME
MELI📈 History
MERCADOLIBRE INC
224.5K$452.16M4.2%
+74%
AP
APP📈 History
APPLOVIN CORP
669.3K$450.98M4.2%
-20%
SE
3.49M$444.59M4.2%
+170%
KN
KNX📈 History
KNIGHT-SWIFT TRANSN HLDGS IN
7.72M$403.51M3.8%
+107%
KR
KRC📈 History
KILROY RLTY CORP
10.40M$388.66M3.6%
+23%
US
USFD📈 History
US FOODS HLDG CORP
4.28M$322.63M3.0%
+27%
SC
SCHW📈 History
SCHWAB CHARLES CORP
3.15M$315.19M2.9%
-17%
SH
SHW📈 History
SHERWIN WILLIAMS CO
962.1K$311.76M2.9%
+100%
AM
AMZN📈 History
AMAZON COM INC
1.34M$309.42M2.9%
+100%
XP
2.04M$276.58M2.6%
-19%
LI
LINE📈 History
LINEAGE INC
7.40M$259.08M2.4%
+20%
DI
DIS📈 History
DISNEY WALT CO
2.21M$252.00M2.4%
+84%
ME
META📈 History
META PLATFORMS INC
376.2K$248.30M2.3%
+39%
SP
SPOT📈 History
SPOTIFY TECHNOLOGY S A
395.9K$229.90M2.1%
+100%
NV
NVDA📈 History
NVIDIA CORPORATION
1.15M$214.42M2.0%
+86%