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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

D1 Capital Partners LP

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
55
Portfolio value:
$34,783,270,000
Filed:
Aug 14, 2026
CIK:
1747057
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 2621 new13 added11 reduced10 exited
≡SPCX – SPACE EXPLORATION TECHN CORPBuy126,042,23261.91
≡USFD – US FOODS HLDG CORPAdd 5.10%218,490−2.19
≡TMO – THERMO FISHER SCIENTIFIC INCAdd 12.71%92,118−1.99
≡SGI – SOMNIGROUP INTERNATIONAL INCAdd 6.12%286,941−1.96
≡NU – NU HLDGS LTDAdd 71.56%18,527,842−1.61
≡DIS – DISNEY WALT COAdd 22.05%519,300−1.23
≡CVNA – CARVANA COAdd 465.43%3,111,085−1.16
≡MLM – MARTIN MARIETTA MATLS INCAdd 6.88%22,203−1.12
≡META – META PLATFORMS INCBuy566,5000.92
≡SPOT – SPOTIFY TECHNOLOGY S AAdd 67.07%228,361−0.72
≡ISRG – INTUITIVE SURGICAL INCBuy574,2000.66
≡COMP – COMPASS INCBuy15,224,8310.54
≡LIN – LINDE PLCBuy341,5380.51
≡TSLA – TESLA INCBuy401,9000.49
≡LSCC – LATTICE SEMICONDUCTOR CORPBuy1,084,0510.48
≡GOOGL – ALPHABET INCAdd 57.45%269,400−0.44
≡BLDR – BUILDERS FIRSTSOURCE INCBuy1,639,2220.42
≡Q – QNITY ELECTRONICS INCBuy833,9960.39
≡U – UNITY SOFTWARE INCAdd 9.59%312,490−0.34
≡MPWR – MONOLITHIC PWR SYS INCBuy85,1030.34
≡AMRZ – AMRIZE LTDBuy2,187,4870.34
≡LFUS – LITTELFUSE INCBuy224,1640.29
≡SHOP – SHOPIFY INCBuy830,8910.27
≡CRWV – COREWEAVE INCBuy628,4460.18
≡SNOW – SNOWFLAKE INCBuy216,0190.16
≡FERG – FERGUSON ENTERPRISES INCAdd 266.98%932,6910.15
≡JCI – JOHNSON CONTROLS INTERNATIONAdd 206.51%2,527,8320.15
≡MAIR – MADISON AIR SOLUTIONS CORPBuy1,250,0000.14
≡SHW – SHERWIN WILLIAMS COAdd 164.37%778,718−0.11
≡CBRS – CEREBRAS SYSTEMS INCBuy150,0000.10
≡GOOG – ALPHABET INCBuy85,0000.09
≡STX – SEAGATE TECHNOLOGY HLDNGS PLBuy30,1150.08
≡QNT – QUANTINUUM INCBuy300,0000.07
≡DPC – DPC HOLDINGS PLCBuy125,0000.02
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 311.66%
Q4 2025filed Feb 17, 2613 new15 added8 reduced9 exited
≡SHW – SHERWIN WILLIAMS COBuy962,1242.91
≡AMZN – AMAZON COM INCBuy1,340,5232.89
≡SPOT – SPOTIFY TECHNOLOGY S ABuy395,9002.15
≡KNX – KNIGHT-SWIFT TRANSN HLDGS INAdd 106.92%
Q3 2025filed Nov 14, 2513 new10 added12 reduced8 exited
≡JHX – JAMES HARDIE INDS PLCBuy18,997,8474.19
≡MELI – MERCADOLIBRE INCBuy128,8033.46
≡FLS – FLOWSERVE CORPAdd 343.62%5,793,3513.34
≡KRC – KILROY RLTY CORPAdd 349.53%6,595,654
Q2 2025filed Aug 14, 255 new11 added10 reduced13 exited
≡CLH – CLEAN HARBORS INCAdd 647.91%1,250,6154.05
≡NU – NU HLDGS LTDAdd 146.18%14,329,9333.06
≡DHI – D R HORTON INCBuy1,539,4102.75
≡LPX – LOUISIANA PAC CORPBuy1,812,000
Q1 2025filed May 15, 2518 new8 added13 reduced12 exited
≡SCHW – SCHWAB CHARLES CORPBuy4,355,6085.22
≡BAC – BANK AMERICA CORPBuy7,299,0004.67
≡CNM – CORE & MAIN INCBuy4,945,6803.66
≡ALK – ALASKA AIR GROUP INCBuy
Q4 2024filed Feb 14, 2516 new9 added7 reduced15 exited
≡ELV – ELEVANCE HEALTH INCBuy799,0004.90
≡ENTG – ENTEGRIS INCAdd 329.40%2,111,8013.14
≡STZ – CONSTELLATION BRANDS INCAdd 186.59%994,6392.96
≡MMM – 3M COBuy1,356,493
Q3 2024filed Nov 14, 2411 new3 added15 reduced12 exited
≡XPO – XPO INCAdd 84.17%2,153,0425.20
≡GEHC – GE HEALTHCARE TECHNOLOGIES IBuy2,857,3145.18
≡BAC – BANK AMERICA CORPBuy4,406,7063.38
≡META – META PLATFORMS INCBuy
Q2 2024filed Aug 14, 2411 new9 added12 reduced10 exited
≡LEN – LENNAR CORPAdd 428.90%1,962,4474.92
≡XPO – XPO INCBuy2,558,0004.58
≡QSR – RESTAURANT BRANDS INTL INCBuy2,843,5003.38
≡RCL – ROYAL CARIBBEAN GROUPAdd 105.73%777,103
Q1 2024filed May 15, 2412 new8 added8 reduced6 exited
≡PFE – PFIZER INCBuy7,830,0003.30
≡LYV – LIVE NATION ENTERTAINMENT INAdd 440.32%1,997,0003.20
≡STZ – CONSTELLATION BRANDS INCBuy656,4332.71
≡SPOT – SPOTIFY TECHNOLOGY S ABuy
Q4 2023filed Feb 14, 243 new5 added14 reduced12 exited
≡PM – PHILIP MORRIS INTL INCAdd 55.38%1,692,3123.78
≡EQR – EQUITY RESIDENTIALAdd 67.53%1,789,0182.53
≡GOOGL – ALPHABET INCAdd 34.10%498,1812.06
≡AMZN – AMAZON COM INCAdd 35.82%324,000
Q3 2023filed Nov 14, 2312 new10 added10 reduced13 exited
≡CART – MAPLEBEAR INCBuy28,906,88012.36
≡NU – NU HLDGS LTDBuy39,657,2694.14
≡PM – PHILIP MORRIS INTL INCBuy3,056,0444.08
≡INVH – INVITATION HOMES INCBuy
1,744,421
2.69
≡TXN – TEXAS INSTRS INCAdd 260.83%1,267,1832.24
≡CPNG – COUPANG INCBuy11,611,7411.95
≡DASH – DOORDASH INCBuy1,437,5001.92
≡CVNA – CARVANA COBuy668,4321.87
≡MLM – MARTIN MARIETTA MATLS INCBuy322,8571.69
≡RDDT – REDDIT INCAdd 16.07%340,554−1.60
≡AVGO – BROADCOM INCAdd 173.74%622,9471.54
≡MELI – MERCADOLIBRE INCAdd 66.46%149,1941.53
≡CLS – CELESTICA INCBuy541,5561.36
≡GOOGL – ALPHABET INCBuy468,9001.20
≡SE – SEA LTDAdd 16.27%567,090−1.17
≡TSM – TAIWAN SEMICONDUCTOR MANUFACBuy328,6000.99
≡LYV – LIVE NATION ENTERTAINMENT INBuy674,3170.92
≡ADI – ANALOG DEVICES INCBuy292,4440.83
≡KRC – KILROY REALTY CORPAdd 8.41%874,865−0.80
≡FERG – FERGUSON ENTERPRISES INCBuy349,3470.73
≡BLD – TOPBUILD CORBuy213,4330.67
≡U – UNITY SOFTWARE INCBuy3,259,9830.64
≡AMZN – AMAZON COM INCAdd 34.84%467,0000.46
≡NVDA – NVIDIA CORPORATIONAdd 36.45%419,0820.43
≡DIS – DISNEY WALT COAdd 6.33%140,100−0.33
≡AFRM – AFFIRM HLDGS INCAdd 136.21%1,116,9000.22
≡ASML – ASML HLDG NVBuy6,8000.08
≡COF – CAPITAL ONE FINL CORPAdd 34.84%288,528−0.06
≡JHX – JAMES HARDIE INDS PLCAdd 15.97%3,897,5700.04
3,988,299
2.08
≡LIN – LINDE PLCBuy483,8081.93
≡JCI – JOHNSON CTLS INTL PLCBuy1,354,4861.52
≡SE – SEA LTDAdd 169.61%2,192,4001.50
≡ADSK – AUTODESK INCBuy455,6581.26
≡ANET – ARISTA NETWORKS INCBuy962,4291.18
≡SATS – ECHOSTAR CORPAdd 125.71%1,033,6001.16
≡TXN – TEXAS INSTRS INCBuy485,8180.79
≡SNPS – SYNOPSYS INCAdd 141.32%221,5670.77
≡DIS – DISNEY WALT COAdd 83.67%1,009,0000.77
≡MELI – MERCADOLIBRE INCAdd 74.28%95,6780.77
≡ENTG – ENTEGRIS INCAdd 116.82%1,343,4350.74
≡Q – QNITY ELECTRONICS INCBuy937,1350.71
≡NVDA – NVIDIA CORPORATIONAdd 86.46%533,1110.68
≡JHX – JAMES HARDIE INDS PLCAdd 28.45%5,404,8660.54
≡GEHC – GE HEALTHCARE TECHNOLOGIES IAdd 77.29%768,7000.49
≡KRC – KILROY RLTY CORPAdd 22.61%1,917,558−0.48
≡NI – NISOURCE INCBuy1,214,5700.47
≡CLH – CLEAN HARBORS INCAdd 13.75%336,299−0.43
≡AEP – AMERICAN ELEC PWR CO INCBuy344,1000.37
≡LINE – LINEAGE INCAdd 19.74%1,220,335−0.32
≡PURR – HYPERLIQUID STRATEGIES INCBuy8,000,0000.27
≡MDLN – MEDLINE INCBuy377,1310.15
≡USFD – US FOODS HLDG CORPAdd 27.44%922,2740.06
≡META – META PLATFORMS INCAdd 38.60%104,7620.03
3.22
≡APP – APPLOVIN CORPAdd 5.92%46,8003.07
≡SE – SEA LTDBuy1,292,6432.65
≡AVGO – BROADCOM INCBuy667,4002.53
≡META – META PLATFORMS INCBuy271,4002.29
≡CLH – CLEAN HARBORS INCAdd 69.40%1,001,9461.89
≡USFD – US FOODS HLDG CORPAdd 225.70%2,329,2001.85
≡KNX – KNIGHT-SWIFT TRANSN HLDGS INBuy3,730,0001.69
≡DHR – DANAHER CORPORATIONAdd 459.17%746,1841.62
≡DIS – DISNEY WALT COBuy1,206,0001.59
≡WING – WINGSTOP INCBuy472,1351.36
≡NVDA – NVIDIA CORPORATIONBuy616,6001.32
≡RDDT – REDDIT INCAdd 5.06%97,5971.32
≡PRMB – PRIMO BRANDS CORPORATIONAdd 145.63%7,004,7961.02
≡SNPS – SYNOPSYS INCBuy156,7830.89
≡APG – API GROUP CORPBuy2,204,6000.87
≡SATS – ECHOSTAR CORPBuy822,2000.72
≡TDG – TRANSDIGM GROUP INCBuy30,8000.47
≡SCHW – SCHWAB CHARLES CORPAdd 8.46%298,000−0.27
≡LINE – LINEAGE INCAdd 33.73%1,559,300−0.05
2.16
≡CRS – CARPENTER TECHNOLOGY CORPAdd 33.36%205,7431.44
≡TOL – TOLL BROTHERS INCAdd 132.45%913,8811.42
≡CNM – CORE & MAIN INCAdd 21.57%1,067,0001.38
≡SGI – SOMNIGROUP INTERNATIONAL INCAdd 99.50%1,329,8281.29
≡FLS – FLOWSERVE CORPBuy1,686,0001.23
≡COF – CAPITAL ONE FINL CORPAdd 43.28%351,0001.20
≡RDDT – REDDIT INCAdd 7.77%139,0001.15
≡VKGLF – VIKING HOLDINGS LTDBuy1,150,4430.85
≡LINE – LINEAGE INCAdd 88.14%2,165,5330.59
≡BAC – BANK AMERICA CORPAdd 9.13%666,1470.57
≡DHR – DANAHER CORPORATIONBuy162,5070.45
≡APO – APOLLO GLOBAL MGMT INCAdd 10.88%138,7910.11
4,130,000
3.11
≡RDDT – REDDIT INCBuy1,788,0002.87
≡PRMB – PRIMO BRANDS CORPORATIONBuy5,224,2662.84
≡ANSYS INCAdd 246.86%615,1562.79
≡APO – APOLLO GLOBAL MGMT INCBuy1,276,2092.68
≡CP – CANADIAN PACIFIC KANSAS CITYBuy2,327,0002.50
≡BDX – BECTON DICKINSON & COBuy672,0002.36
≡CRS – CARPENTER TECHNOLOGY CORPBuy616,6441.71
≡USFD – US FOODS HLDG CORPBuy1,322,0001.33
≡AMZN – AMAZON COM INCAdd 132.44%542,0001.28
≡SGI – SOMNIGROUP INTERNATIONAL INCBuy1,336,5671.23
≡CVNA – CARVANA COBuy370,0001.19
≡ENTG – ENTEGRIS INCAdd 53.46%1,471,6721.13
≡KRC – KILROY RLTY CORPBuy1,887,0000.95
≡COF – CAPITAL ONE FINL CORPAdd 66.53%324,0000.78
≡CDNS – CADENCE DESIGN SYSTEM INCBuy198,0000.77
≡APP – APPLOVIN CORPAdd 64.24%309,0000.62
≡XPO – XPO INCAdd 50.07%1,018,3480.60
≡CLH – CLEAN HARBORS INCBuy193,0220.58
≡AFRM – AFFIRM HLDGS INCBuy820,0000.57
≡INTC – INTEL CORPBuy1,443,0000.50
≡SNPS – SYNOPSYS INCAdd 32.29%81,7000.16
≡AMAT – APPLIED MATLS INCAdd 13.08%23,717−0.03
2.91
≡CRL – CHARLES RIV LABS INTL INCBuy935,8202.87
≡APP – APPLOVIN CORPBuy481,0002.59
≡NU – NU HLDGS LTDBuy14,885,0002.56
≡LINE – LINEAGE INCAdd 257.49%2,703,5982.06
≡SNPS – SYNOPSYS INCBuy253,0002.04
≡BBWI – BATH & BODY WORKS INCBuy2,832,0001.82
≡TOL – TOLL BROTHERS INCBuy845,0001.77
≡VST – VISTRA CORPBuy672,0001.54
≡COF – CAPITAL ONE FINL CORPBuy487,0001.44
≡DAL – DELTA AIR LINES INC DELBuy1,326,0001.33
≡MELI – MERCADOLIBRE INCBuy45,4001.28
≡MDB – MONGODB INCBuy327,0001.27
≡GEHC – GE HEALTHCARE TECHNOLOGIES IAdd 22.02%629,270−0.65
≡LRCX – LAM RESEARCH CORPBuy418,0000.50
≡AMAT – APPLIED MATLS INCBuy181,2830.49
≡PM – PHILIP MORRIS INTL INCAdd 10.44%343,160−0.45
≡YPF – YPF SOCIEDAD ANONIMABuy374,2760.26
≡PTC – PTC INCAdd 25.89%121,1710.17
≡QSR – RESTAURANT BRANDS INTL INCAdd 32.96%438,3790.06
≡ANSYS INCAdd 8.25%19,000−0.02
≡LEN – LENNAR CORPAdd 67.27%270,4330.01
251,665
2.78
≡SBUX – STARBUCKS CORPBuy1,192,0282.24
≡WMG – WARNER MUSIC GROUP CORPAdd 91.45%2,514,7151.76
≡PTC – PTC INCBuy468,0001.63
≡LINE – LINEAGE INCBuy1,050,0001.59
≡AME – AMETEK INCBuy464,6331.54
≡ANSYS INCBuy230,1891.42
≡ENTG – ENTEGRIS INCBuy641,1011.39
≡VKGLF – VIKING HOLDINGS LTDAdd 192.93%1,703,3011.24
≡CEG – CONSTELLATION ENERGY CORPBuy184,0000.92
≡VRT – VERTIV HOLDINGS COBuy422,5130.81
2.51
≡GEV – GE VERNOVA INCAdd 94.52%664,4622.49
≡AMZN – AMAZON COM INCAdd 66.54%515,9242.08
≡MRVL – MARVELL TECHNOLOGY INCBuy1,547,9871.83
≡LYV – LIVE NATION ENTERTAINMENT INAdd 44.60%1,093,0001.66
≡WMG – WARNER MUSIC GROUP CORPBuy2,749,7831.42
≡MTZ – MASTEC INCBuy743,0001.34
≡FLUT – FLUTTER ENTMT PLCBuy434,5001.34
≡WDAY – WORKDAY INCAdd 152.07%312,5001.10
≡PDD – PDD HOLDINGS INCBuy468,0001.05
≡SPOT – SPOTIFY TECHNOLOGY S AAdd 5.59%36,0001.01
≡NU – NU HLDGS LTDAdd 13.01%1,681,2200.83
≡XYZ – BLOCK INCAdd 76.71%795,0000.66
≡VKGLF – VIKING HOLDINGS LTDBuy882,8600.51
≡HUT – HUT 8 CORPBuy1,160,0000.29
≡IREN – IRIS ENERGY LTDBuy1,534,0000.29
≡BTDR – BITDEER TECHNOLOGIES GROUPBuy525,0000.09
644,061
2.58
≡PM – PHILIP MORRIS INTL INCAdd 52.57%2,496,0002.24
≡EQR – EQUITY RESIDENTIALAdd 56.12%2,490,6001.88
≡RCL – ROYAL CARIBBEAN GROUPBuy735,0001.55
≡GEV – GE VERNOVA LLCBuy703,0001.46
≡AVB – AVALONBAY CMNTYS INCBuy448,5251.27
≡LEN – LENNAR CORPBuy457,5531.20
≡UNH – UNITEDHEALTH GROUP INCBuy156,0001.17
≡CUKPF – CARNIVAL CORPBuy4,566,0001.13
≡ADI – ANALOG DEVICES INCBuy299,0000.90
≡WDAY – WORKDAY INCBuy205,5000.85
≡GOOGL – ALPHABET INCAdd 21.13%414,0140.64
≡GWRE – GUIDEWIRE SOFTWARE INCBuy313,7330.56
≡FWONK – LIBERTY MEDIA CORP DELAdd 32.78%433,9740.29
≡HDB – HDFC BANK LTDAdd 35.72%1,535,257−0.10
≡XYZ – BLOCK INCAdd 9.86%92,9850.05
≡DLO – DLOCAL LTDAdd 37.60%1,029,000−0.01
1.62
≡MA – MASTERCARD INCORPORATEDAdd 448.17%170,3051.34
≡TKO – TKO GROUP HOLDINGS INCBuy523,5870.75
≡LYV – LIVE NATION ENTERTAINMENT INBuy453,5320.75
≡LXEO – LEXEO THERAPEUTICS INCBuy2,506,6070.59
8,686,259
3.96
≡META – META PLATFORMS INCAdd 122.71%937,0003.14
≡FWONK – LIBERTY MEDIA CORP DELBuy1,971,0081.77
≡AMZN – AMAZON COM INCBuy904,4021.66
≡ENTG – ENTEGRIS INCBuy1,201,0001.62
≡YUM – YUM BRANDS INCBuy900,0001.62
≡MSFT – MICROSOFT CORPAdd 77.81%747,0001.47
≡GE – GENERAL ELECTRIC COAdd 81.90%1,191,6521.14
≡LVS – LAS VEGAS SANDS CORPBuy1,576,4151.04
≡CRM – SALESFORCE INCBuy195,0000.57
≡MDB – MONGODB INCBuy105,0000.52
≡XYZ – BLOCK INCAdd 55.98%850,735−0.44
≡HDB – HDFC BANK LTDAdd 41.50%1,238,786−0.41
≡VVV – VALVOLINE INCAdd 26.35%685,000−0.35
≡NVDA – NVIDIA CORPORATIONAdd 7.90%10,741−0.19
≡PODD – INSULET CORPAdd 151.78%1,097,7080.17
≡ELV – ELEVANCE HEALTH INCAdd 38.84%268,3000.11
≡APD – AIR PRODS & CHEMS INCAdd 52.27%69,0000.06
≡LIBERTY MEDIA CORP DELBuy58,1620.03