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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
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HistStockActivityShare change% change to portfolio
Q1 2026filed May 15, 2616 new13 added9 reduced14 exited
≡CLH – CLEAN HARBORS INCReduce 52.00%−1,443,601−2.68
≡META – META PLATFORMS INCSell−376,162−2.32
≡ENTG – ENTEGRIS INCSell−2,493,416−1.96
≡LIN – LINDE PLCSell−483,808−1.93
≡SATS – ECHOSTAR CORPSell−1,855,800−1.88
≡SNPS – SYNOPSYS INCSell−378,350−1.66
≡SHW – SHERWIN WILLIAMS COReduce 51.00%−488,371−1.56
≡GEHC – GE HEALTHCARE TECHNOLOGIES ISell−1,763,284−1.35
≡CNM – CORE & MAIN INCSell−2,647,789−1.29
≡ANET – ARISTA NETWORKS INCSell−962,429−1.18
≡FLS – FLOWSERVE CORPReduce 23.00%−1,783,161−1.12
≡SCHW – SCHWAB CHARLES CORPReduce 25.00%−797,400−0.97
≡KNX – KNIGHT-SWIFT TRANSN HLDGS INReduce 29.00%−2,226,736−0.96
≡APG – API GROUP CORPSell−2,204,600−0.79
≡Q – QNITY ELECTRONICS INCSell−937,135−0.71
≡SPOT – SPOTIFY TECHNOLOGY S AReduce 14.00%−55,406−0.68
≡BAC – BANK AMERICA CORPSell−1,245,247−0.64
≡ADSK – AUTODESK INCReduce 32.00%−146,751−0.60
≡NI – NISOURCE INCSell−1,214,570−0.47
≡AEP – AMERICAN ELEC PWR CO INCSell−344,100−0.37
≡XPO – XPO INCReduce 37.00%−747,412−0.35
≡MDLN – MEDLINE INCSell−377,131−0.15
≡JCI – JOHNSON CONTROLS INTERNATIONReduce 10.00%−130,431−0.09
Q4 2025filed Feb 17, 2613 new15 added8 reduced9 exited
≡PRMB – PRIMO BRANDS CORPORATIONSell−11,814,815−3.00
≡APP – APPLOVIN CORPReduce 20.00%−167,500−2.69
≡BAC – BANK AMERICA CORPReduce 77.00%−4,279,300−2.63
≡CNM – CORE & MAIN INCReduce 49.00%−2,528,891
Q3 2025filed Nov 14, 2513 new9 added12 reduced8 exited
≡ENTG – ENTEGRIS INCReduce 72.00%−3,019,633−3.45
≡AKX – ANSYS INCSell−654,435−3.19
≡DHI – D R HORTON INCSell−1,539,410−2.75
≡NU – NU HLDGS LTDReduce 58.00%−13,954,000
−1.91
≡NU – NU HLDGS LTDSell−10,178,933−1.87
≡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
≡SCHW – SCHWAB CHARLES CORPReduce 17.00%−667,114−1.25
≡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
≡COF – CAPITAL ONE FINL CORPReduce 16.00%−153,100−0.52
≡TDG – TRANSDIGM GROUP INCSell−30,800−0.47
≡LXEO – LEXEO THERAPEUTICS INCSell−978,652−0.07
−2.72
≡TOL – TOLL BROTHERS INCSell−1,603,881−2.54
≡SGI – SOMNIGROUP INTERNATIONAL INCSell−2,666,395−2.52
≡AMZN – AMAZON COM INCSell−700,887−2.13
≡BAC – BANK AMERICA CORPReduce 31.00%−2,440,600−1.96
≡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
≡LPX – LOUISIANA PAC CORPReduce 56.00%−1,008,094−1.34
≡COF – CAPITAL ONE FINL CORPReduce 16.00%−180,690−1.04
≡APO – APOLLO GLOBAL MGMT INCReduce 18.00%−256,000−1.01
≡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
≡GEHC – GE HEALTHCARE TECHNOLOGIES IReduce 14.00%−165,000−0.33