SI
Super Investor
HomeClub StocksInsightsInvestorsInsidersCongressStocksAll Funds
HomeClub StocksInsightsInvestorsInsidersCongressStocksAll Funds
HoldingsActivityBuysSells

Data sourced from SEC EDGAR 13F filings

PricingTerms© 2026 Super Investor · Not financial advice

D1 Capital Partners LP

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
44
Portfolio value:
$11,232,640,000
Filed:
May 15, 2026
CIK:
1747057
Pro

Go beyond the latest two quarter comparisons

Pro unlocks up to 12 quarters of available buys, reductions, exits, and portfolio-weight changes in this view.

Unlock with Pro
HistStockActivityShare change% change to portfolio
Q1 2026filed May 15, 2616 new13 added9 reduced14 exited
≡NU – NU HLDGS LTDBuy25,890,7013.31
≡TMO – THERMO FISHER SCIENTIFIC INCBuy725,0053.17
≡SGI – SOMNIGROUP INTERNATIONAL INCBuy4,688,4233.09
≡DHR – DANAHER CORP DELAdd 312.00%1,744,4212.69
≡CLH – CLEAN HARBORS INCReduce 52.00%−1,443,601−2.68
≡META – META PLATFORMS INCSell−376,162−2.32
≡TXN – TEXAS INSTRS INCAdd 261.00%1,267,1832.24
≡ENTG – ENTEGRIS INCSell−2,493,416−1.96
≡CPNG – COUPANG INCBuy11,611,7411.95
≡LIN – LINDE PLCSell−483,808−1.93
≡DASH – DOORDASH INCBuy1,437,5001.92
≡SATS – ECHOSTAR CORPSell−1,855,800−1.88
≡CVNA – CARVANA COBuy668,4321.87
≡MLM – MARTIN MARIETTA MATLS INCBuy322,8571.69
≡SNPS – SYNOPSYS INCSell−378,350−1.66
≡RDDT – REDDIT INCAdd 16.00%340,554−1.60
≡SHW – SHERWIN WILLIAMS COReduce 51.00%−488,371−1.56
≡AVGO – BROADCOM INCAdd 174.00%622,9471.54
≡MELI – MERCADOLIBRE INCAdd 66.00%149,1941.53
≡CLS – CELESTICA INCBuy541,5561.36
≡GEHC – GE HEALTHCARE TECHNOLOGIES ISell−1,763,284−1.35
≡CNM – CORE & MAIN INCSell−2,647,789−1.29
≡GOOGL – ALPHABET INCBuy468,9001.20
≡ANET – ARISTA NETWORKS INCSell−962,429−1.18
≡SE – SEA LTDAdd 16.00%567,090−1.17
≡FLS – FLOWSERVE CORPReduce 23.00%−1,783,161−1.12
≡TSM – TAIWAN SEMICONDUCTOR MANUFACBuy328,6000.99
≡SCHW – SCHWAB CHARLES CORPReduce 25.00%−797,400−0.97
≡KNX – KNIGHT-SWIFT TRANSN HLDGS INReduce 29.00%−2,226,736−0.96
≡LYV – LIVE NATION ENTERTAINMENT INBuy674,3170.92
≡ADI – ANALOG DEVICES INCBuy292,4440.83
≡KRC – KILROY REALTY CORPAdd 8.00%874,865−0.80
≡APG – API GROUP CORPSell−2,204,600−0.79
≡FERG – FERGUSON ENTERPRISES INCBuy349,3470.73
≡Q – QNITY ELECTRONICS INCSell−937,135−0.71
≡SPOT – SPOTIFY TECHNOLOGY S AReduce 14.00%−55,406−0.68
≡BLD – TOPBUILD CORBuy213,4330.67
≡BAC – BANK AMERICA CORPSell−1,245,247−0.64
≡U – UNITY SOFTWARE INCBuy3,259,9830.64
≡ADSK – AUTODESK INCReduce 32.00%−146,751−0.60
≡NI – NISOURCE INCSell−1,214,570−0.47
≡AMZN – AMAZON COM INCAdd 35.00%467,0000.46
≡NVDA – NVIDIA CORPORATIONAdd 36.00%419,0820.43
≡AEP – AMERICAN ELEC PWR CO INCSell−344,100−0.37
≡XPO – XPO INCReduce 37.00%−747,412−0.35
≡DIS – DISNEY WALT COAdd 6.00%140,100−0.33
≡AFRM – AFFIRM HLDGS INCAdd 136.00%1,116,9000.22
≡MDLN – MEDLINE INCSell−377,131−0.15
≡JCI – JOHNSON CONTROLS INTERNATIONReduce 10.00%−130,431−0.09
≡ASML – ASML HLDG NVBuy6,8000.08
≡COF – CAPITAL ONE FINL CORPAdd 35.00%288,528−0.06
≡JHX – JAMES HARDIE INDS PLCAdd 16.00%3,897,5700.04
Q4 2025filed Feb 17, 2613 new15 added8 reduced9 exited
≡PRMB – PRIMO BRANDS CORPORATIONSell−11,814,815−3.00
≡SHW – SHERWIN WILLIAMS COBuy962,1242.91
≡AMZN – AMAZON COM INCBuy1,340,5232.89
≡APP – APPLOVIN CORPReduce 20.00%−167,500
Q3 2025filed Nov 14, 2513 new9 added12 reduced8 exited
≡JHX – JAMES HARDIE INDS PLCBuy18,997,8474.19
≡MELI – MERCADOLIBRE INCBuy128,8033.46
≡ENTG – ENTEGRIS INCReduce 72.00%−3,019,633−3.45
≡FLS – FLOWSERVE CORPAdd 344.00%5,793,351
−2.69
≡BAC – BANK AMERICA CORPReduce 77.00%−4,279,300−2.63
≡SPOT – SPOTIFY TECHNOLOGY S ABuy395,9002.15
≡KNX – KNIGHT-SWIFT TRANSN HLDGS INAdd 107.00%3,988,2992.08
≡LIN – LINDE PLCBuy483,8081.93
≡CNM – CORE & MAIN INCReduce 49.00%−2,528,891−1.91
≡NU – NU HLDGS LTDSell−10,178,933−1.87
≡JCI – JOHNSON CTLS INTL PLCBuy1,354,4861.52
≡SE – SEA LTDAdd 170.00%2,192,4001.50
≡CRS – CARPENTER TECHNOLOGY CORPSell−505,329−1.42
≡PM – PHILIP MORRIS INTL INCSell−740,308−1.38
≡AVGO – BROADCOM INCReduce 46.00%−308,852−1.37
≡WING – WINGSTOP INCSell−472,135−1.36
≡ALK – ALASKA AIR GROUP INCSell−2,338,340−1.34
≡ADSK – AUTODESK INCBuy455,6581.26
≡SCHW – SCHWAB CHARLES CORPReduce 17.00%−667,114−1.25
≡ANET – ARISTA NETWORKS INCBuy962,4291.18
≡SATS – ECHOSTAR CORPAdd 126.00%1,033,6001.16
≡XPO – XPO INCReduce 19.00%−470,696−1.14
≡DHR – DANAHER CORPORATIONReduce 38.00%−348,964−0.87
≡LPX – LOUISIANA PAC CORPSell−803,906−0.82
≡TXN – TEXAS INSTRS INCBuy485,8180.79
≡SNPS – SYNOPSYS INCAdd 141.00%221,5670.77
≡DIS – DISNEY WALT COAdd 84.00%1,009,0000.77
≡MELI – MERCADOLIBRE INCAdd 74.00%95,6780.77
≡ENTG – ENTEGRIS INCAdd 117.00%1,343,4350.74
≡Q – QNITY ELECTRONICS INCBuy937,1350.71
≡NVDA – NVIDIA CORPORATIONAdd 86.00%533,1110.68
≡JHX – JAMES HARDIE INDS PLCAdd 28.00%5,404,8660.54
≡COF – CAPITAL ONE FINL CORPReduce 16.00%−153,100−0.52
≡GEHC – GE HEALTHCARE TECHNOLOGIES IAdd 77.00%768,7000.49
≡KRC – KILROY RLTY CORPAdd 23.00%1,917,558−0.48
≡NI – NISOURCE INCBuy1,214,5700.47
≡TDG – TRANSDIGM GROUP INCSell−30,800−0.47
≡CLH – CLEAN HARBORS INCAdd 14.00%336,299−0.43
≡AEP – AMERICAN ELEC PWR CO INCBuy344,1000.37
≡LINE – LINEAGE INCAdd 20.00%1,220,335−0.32
≡PURR – HYPERLIQUID STRATEGIES INCBuy8,000,0000.27
≡MDLN – MEDLINE INCBuy377,1310.15
≡LXEO – LEXEO THERAPEUTICS INCSell−978,652−0.07
≡USFD – US FOODS HLDG CORPAdd 27.00%922,2740.06
≡META – META PLATFORMS INCAdd 39.00%104,7620.03
3.34
≡KRC – KILROY RLTY CORPAdd 350.00%6,595,6543.22
≡AKX – ANSYS INCSell−654,435−3.19
≡APP – APPLOVIN CORPAdd 6.00%46,8003.07
≡DHI – D R HORTON INCSell−1,539,410−2.75
≡NU – NU HLDGS LTDReduce 58.00%−13,954,000−2.72
≡SE – SEA LTDBuy1,292,6432.65
≡TOL – TOLL BROTHERS INCSell−1,603,881−2.54
≡AVGO – BROADCOM INCBuy667,4002.53
≡SGI – SOMNIGROUP INTERNATIONAL INCSell−2,666,395−2.52
≡META – META PLATFORMS INCBuy271,4002.29
≡AMZN – AMAZON COM INCSell−700,887−2.13
≡BAC – BANK AMERICA CORPReduce 31.00%−2,440,600−1.96
≡CLH – CLEAN HARBORS INCAdd 69.00%1,001,9461.89
≡USFD – US FOODS HLDG CORPAdd 226.00%2,329,2001.85
≡CNM – CORE & MAIN INCReduce 14.00%−836,000−1.84
≡XPO – XPO INCReduce 20.00%−639,178−1.79
≡ELV – ELEVANCE HEALTH INCSell−326,411−1.76
≡CRS – CARPENTER TECHNOLOGY CORPReduce 39.00%−317,058−1.73
≡PM – PHILIP MORRIS INTL INCReduce 40.00%−484,725−1.72
≡KNX – KNIGHT-SWIFT TRANSN HLDGS INBuy3,730,0001.69
≡DHR – DANAHER CORPORATIONAdd 459.00%746,1841.62
≡DIS – DISNEY WALT COBuy1,206,0001.59
≡WING – WINGSTOP INCBuy472,1351.36
≡LPX – LOUISIANA PAC CORPReduce 56.00%−1,008,094−1.34
≡NVDA – NVIDIA CORPORATIONBuy616,6001.32
≡COF – CAPITAL ONE FINL CORPReduce 16.00%−180,690−1.04
≡PRMB – PRIMO BRANDS CORPORATIONAdd 146.00%7,004,7961.02
≡APO – APOLLO GLOBAL MGMT INCReduce 18.00%−256,000−1.01
≡SNPS – SYNOPSYS INCBuy156,7830.89
≡APG – API GROUP CORPBuy2,204,6000.87
≡VIK – VIKING HOLDINGS LTDSell−1,150,443−0.85
≡ALK – ALASKA AIR GROUP INCReduce 26.00%−804,608−0.82
≡BDX – BECTON DICKINSON & COSell−335,272−0.80
≡SATS – ECHOSTAR CORPBuy822,2000.72
≡TDG – TRANSDIGM GROUP INCBuy30,8000.47
≡GEHC – GE HEALTHCARE TECHNOLOGIES IReduce 14.00%−165,000−0.33
≡SCHW – SCHWAB CHARLES CORPAdd 8.00%298,000−0.27
≡LINE – LINEAGE INCAdd 34.00%1,559,300−0.05