§ 13F · FUND PROFILE
D1 Capital Partners L.P..
AUM · $34.8B (13F)Positions · 55Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$23.8B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | 126.04M | $21.5B | 61.9% | NEW |
| 2 | CART | MAPLEBEAR INC | 22.56M | $1.1B | 3.1% | ±0% |
| 3 | JHX | JAMES HARDIE INDS PLC | 27.55M | $721M | 2.1% | −3% |
| 4 | NU | NU HLDGS LTD | 44.42M | $593M | 1.7% | +72% |
| 5 | JCI | JOHNSON CONTROLS INTERNATION | 3.75M | $548M | 1.6% | +207% |
| 6 | MELI | MERCADOLIBRE INC | 277K | $471M | 1.4% | −26% |
| 7 | USFD | US FOODS HLDG CORP | 4.50M | $460M | 1.3% | +5% |
| 8 | DHR | DANAHER CORP DEL | 2.28M | $435M | 1.2% | −1% |
| 9 | SHW | SHERWIN WILLIAMS CO | 1.25M | $431M | 1.2% | +164% |
| 10 | RDDT | REDDIT INC | 2.46M | $428M | 1.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE D1 SIGNAL
AC read
D1 Capital Partners L.P. is a Other fund managing $34.8 billion in assets. The fund runs a portfolio of 55 positions.
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