D1 Capital Partners as of June 30, 2026
Portfolio Holdings for D1 Capital Partners
D1 Capital Partners holds 55 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 61.9 | $22B | 126M | 170.86 | |
| Maplebear (CART) | 3.1 | $1.1B | 23M | 47.35 | |
| James Hardie Inds Ord Shs (JHX) | 2.1 | $721M | 28M | 26.18 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.7 | $593M | 44M | 13.36 | |
| Johnson Controls Internation SHS (JCI) | 1.6 | $548M | 3.8M | 146.11 | |
| MercadoLibre (MELI) | 1.4 | $471M | 278k | 1697.39 | |
| Us Foods Hldg Corp call (USFD) | 1.3 | $460M | 4.5M | 102.25 | |
| Danaher Corporation (DHR) | 1.2 | $435M | 2.3M | 190.48 | |
| Sherwin-Williams Company (SHW) | 1.2 | $431M | 1.3M | 344.32 | |
| Reddit Cl A (RDDT) | 1.2 | $428M | 2.5M | 173.58 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $410M | 817k | 501.36 | |
| Kilroy Realty Corporation (KRC) | 1.1 | $393M | 11M | 37.47 | |
| Clean Harbors (CLH) | 1.1 | $393M | 1.3M | 298.75 | |
| Tempur-Pedic International (SGI) | 1.1 | $390M | 5.0M | 78.40 | |
| Flowserve Corporation (FLS) | 1.1 | $369M | 5.0M | 74.16 | |
| Applovin Corp Com Cl A (APP) | 1.0 | $345M | 669k | 515.23 | |
| Meta Platforms Cl A (META) | 0.9 | $319M | 567k | 563.29 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.9 | $304M | 1.3M | 237.33 | |
| Walt Disney Company (DIS) | 0.8 | $277M | 2.9M | 96.25 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $264M | 738k | 357.37 | |
| Spotify Technology S A SHS (SPOT) | 0.8 | $261M | 569k | 459.13 | |
| Carvana Cl A (CVNA) | 0.7 | $249M | 3.8M | 65.82 | |
| Doordash Cl A (DASH) | 0.7 | $241M | 1.3M | 184.53 | |
| Intuitive Surgical Com New (ISRG) | 0.7 | $228M | 574k | 397.68 | |
| Charles Schwab Corporation (SCHW) | 0.7 | $228M | 2.5M | 92.27 | |
| Capital One Financial (COF) | 0.6 | $219M | 1.1M | 200.62 | |
| Lineage (LINE) | 0.6 | $205M | 4.7M | 43.25 | |
| Martin Marietta Materials (MLM) | 0.6 | $199M | 345k | 576.70 | |
| Compass Cl A (COMP) | 0.5 | $188M | 15M | 12.33 | |
| Coupang Cl A (CPNG) | 0.5 | $179M | 10M | 17.37 | |
| Linde SHS (LIN) | 0.5 | $177M | 342k | 518.94 | |
| Tesla Motors (TSLA) | 0.5 | $169M | 402k | 420.60 | |
| Lattice Semiconductor (LSCC) | 0.5 | $166M | 1.1M | 152.96 | |
| Sea Sponsord Ads (SE) | 0.5 | $161M | 1.7M | 95.83 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.4 | $156M | 1.9M | 81.55 | |
| Amazon (AMZN) | 0.4 | $150M | 628k | 238.34 | |
| Builders FirstSource (BLDR) | 0.4 | $147M | 1.6M | 89.48 | |
| Apollo Global Mgmt (APO) | 0.4 | $137M | 1.2M | 118.31 | |
| Qnity Electronics Common Stock (Q) | 0.4 | $136M | 834k | 163.31 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $121M | 406k | 298.07 | |
| Monolithic Power Systems (MPWR) | 0.3 | $118M | 85k | 1382.36 | |
| Amrize SHS (AMRZ) | 0.3 | $117M | 2.2M | 53.30 | |
| Unity Software (U) | 0.3 | $102M | 3.6M | 28.58 | |
| Littelfuse (LFUS) | 0.3 | $102M | 224k | 455.33 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $95M | 831k | 114.18 | |
| Coreweave Com Cl A (CRWV) | 0.2 | $63M | 628k | 99.54 | |
| Snowflake Com Shs (SNOW) | 0.2 | $55M | 216k | 254.50 | |
| Hyperliquid Strategies (PURR) | 0.1 | $50M | 6.3M | 7.87 | |
| Madison Air Solutions Corp Com Shs Cl A | 0.1 | $49M | 1.3M | 39.00 | |
| Analog Devices (ADI) | 0.1 | $41M | 102k | 397.17 | |
| Cerebras Systems Com Cl A (CBRS) | 0.1 | $33M | 150k | 221.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $30M | 85k | 353.33 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $29M | 30k | 965.00 | |
| Quantinuum Cl A Com | 0.1 | $25M | 300k | 81.74 | |
| Dpc Holdings Ordinary Shares | 0.0 | $6.1M | 125k | 49.06 |
