Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
D1 Capital Partners L.P. (CIK 1747057) reported $11.23B across 43 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CART ($845.0M, 7.52%), MELI ($646.1M, 5.75%), JHX ($536.0M, 4.77%), DHR ($436.9M, 3.89%), FLS ($431.8M, 3.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CART | MAPLEBEAR INC | $845.0M | 7.52% | 22.6M | Hold |
| 2 | MELI | MERCADOLIBRE INC | $646.1M | 5.75% | 373,675 | Added |
| 3 | JHX | JAMES HARDIE INDS PLC | $536.0M | 4.77% | 28.3M | Added |
| 4 | DHR | DANAHER CORP DEL | $436.9M | 3.89% | 2.3M | Added |
| 5 | FLS | FLOWSERVE CORP | $431.8M | 3.84% | 5.9M | Trimmed |
| 6 | USFD | US FOODS HLDG CORP | $395.0M | 3.52% | 4.3M | Hold |
| 7 | CLH | CLEAN HARBORS INC | $383.7M | 3.42% | 1.3M | Trimmed |
| 8 | AMZN | AMAZON COM INC | $376.5M | 3.35% | 1.8M | Added |
| 9 | NU | NU HLDGS LTD | $372.0M | 3.31% | 25.9M | New |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | $356.4M | 3.17% | 725,005 | New |
| 11 | TPX | SOMNIGROUP INTERNATIONAL INC | $346.6M | 3.09% | 4.7M | New |
| 12 | TXN | TEXAS INSTRS INC | $340.3M | 3.03% | 1.8M | Added |
| 13 | SE | SEA LTD | $335.6M | 2.99% | 4.1M | Added |
| 14 | RDDT | REDDIT INC | $331.1M | 2.95% | 2.5M | Added |
| 15 | KRC | KILROY REALTY CORP | $318.1M | 2.83% | 11.3M | Added |
| 16 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $316.2M | 2.82% | 5.5M | Trimmed |
| 17 | AVGO | BROADCOM INC | $303.8M | 2.70% | 981,495 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $273.6M | 2.44% | 1.6M | Added |
| 19 | APP | APPLOVIN CORP | $266.4M | 2.37% | 669,282 | Hold |
| 20 | XPO | XPO INC | $250.5M | 2.23% | 1.3M | Trimmed |
| 21 | LINE | LINEAGE INC | $242.5M | 2.16% | 7.4M | Hold |
| 22 | DIS | DISNEY WALT CO | $227.0M | 2.02% | 2.4M | Added |
| 23 | SCHW | SCHWAB CHARLES CORP | $221.5M | 1.97% | 2.4M | Trimmed |
| 24 | CPNG | COUPANG INC | $219.2M | 1.95% | 11.6M | New |
| 25 | DASH | DOORDASH INC | $215.8M | 1.92% | 1.4M | New |
Source: SEC Form 13F filings · as of 2026-03-31