§ 13F · FUND PROFILE
D1 Capital Partners L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 42Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10702.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CART | MAPLEBEAR INC | 22.56M | $1014.7T | 9.5% | NEW |
| 2 | CLH | CLEAN HARBORS INC | 2.78M | $652.3T | 6.1% | NEW |
| 3 | FLS | FLOWSERVE CORP | 7.66M | $531.3T | 5.0% | NEW |
| 4 | JHX | JAMES HARDIE INDS PLC | 24.40M | $506.4T | 4.7% | NEW |
| 5 | RDDT | REDDIT INC | 2.12M | $487.0T | 4.6% | NEW |
| 6 | MELI | MERCADOLIBRE INC | 224K | $452.2T | 4.2% | NEW |
| 7 | APP | APPLOVIN CORP | 669K | $451.0T | 4.2% | NEW |
| 8 | SE | SEA LTD | 3.49M | $444.6T | 4.2% | NEW |
| 9 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 7.72M | $403.5T | 3.8% | NEW |
| 10 | KRC | KILROY RLTY CORP | 10.40M | $388.7T | 3.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE D1 SIGNAL
AC read
D1 Capital Partners L.P. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed