D1 Capital Partners L.P.
SuperinvestorD1 Capital Partners
- SEC CIK
- 0001747057
- Manager
- Dan Sundheim
- Style
- Growth, Hedge fund
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC
- Positions
- 55
- +11 vs. Q1 2026
- Total value
- $34.78B
- +$23.55B (+209.7%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORP | CLASS A COM STK | 126,042,232 | $21.54B | 61.91% | +126,042,232 | New | View |
| CARTMAPLEBEAR INC | COM | 22,564,435 | $1.07B | 3.07% | +6,1800.0% | Added | View |
| JHXJAMES HARDIE INDS PLC ORD SHS | Stock | 27,545,516 | $721.14M | 2.07% | −754,767−2.7% | Reduced | View |
| NUNU HLDGS LTD | ORD SHS CL A | 44,418,543 | $593.43M | 1.71% | +18,527,842+71.6% | Added | View |
| JCIJOHNSON CTLS INTL PLC SHS | Stock | 3,751,887 | $548.19M | 1.58% | +2,527,832+206.5% | Added | View |
| MELIMERCADOLIBRE INC | COM | 277,475 | $470.98M | 1.35% | −96,200−25.7% | Reduced | View |
| USFDUS FOODS HLDG CORP | COM | 4,501,964 | $460.33M | 1.32% | +218,490+5.1% | Added | View |
| DHRDANAHER CORP DEL COM | Stock | 2,282,039 | $434.68M | 1.25% | −22,109−1.0% | Reduced | View |
| SHWSHERWIN WILLIAMS CO | COM | 1,252,471 | $431.25M | 1.24% | +778,718+164.4% | Added | View |
| RDDTREDDIT INC CL A | Stock | 2,464,411 | $427.77M | 1.23% | +5,260+0.2% | Added | View |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 817,123 | $409.67M | 1.18% | +92,118+12.7% | Added | View |
| KRCKILROY REALTY CORP | COM | 10,498,120 | $393.36M | 1.13% | −776,957−6.9% | Reduced | View |
| CLHCLEAN HARBORS INC | COM | 1,315,501 | $393.01M | 1.13% | −22,780−1.7% | Reduced | View |
| SGISOMNIGROUP INTERNATIONAL INC | COM | 4,975,364 | $390.07M | 1.12% | +286,941+6.1% | Added | View |
| FLSFLOWSERVE CORP | COM | 4,968,713 | $368.48M | 1.06% | −905,728−15.4% | Reduced | View |
| APPAPPLOVIN CORP | COM CL A | 669,282 | $344.83M | 0.99% | 00.0% | Unchanged | View |
| METAMETA PLATFORMS INC CL A | Stock | 566,500 | $319.1M | 0.92% | +566,500 | New | View |
| FERGFERGUSON ENTERPRISES INC | COMMON STOCK NEW | 1,282,038 | $304.27M | 0.87% | +932,691+267.0% | Added | View |
| DISDISNEY WALT CO COM | Stock | 2,874,400 | $276.66M | 0.80% | +519,300+22.1% | Added | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 738,300 | $263.85M | 0.76% | +269,400+57.5% | Added | View |
| SPOTSPOTIFY TECHNOLOGY S A SHS | Stock | 568,855 | $261.18M | 0.75% | +228,361+67.1% | Added | View |
| CVNACARVANA CO | CL A | 3,779,517 | $248.77M | 0.72% | +3,111,085+465.4% | Added | View |
| DASHDOORDASH INC CL A | Stock | 1,303,705 | $240.57M | 0.69% | −133,795−9.3% | Reduced | View |
| ISRGINTUITIVE SURGICAL INC | COM NEW | 574,200 | $228.35M | 0.66% | +574,200 | New | View |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 2,466,590 | $227.59M | 0.65% | +109,200+4.6% | Added | View |
| COFCAPITAL ONE FINL CORP COM | Stock | 1,093,438 | $219.37M | 0.63% | −23,300−2.1% | Reduced | View |
| LINELINEAGE INC | COM | 4,736,312 | $204.85M | 0.59% | −2,665,917−36.0% | Reduced | View |
| MLMMARTIN MARIETTA MATLS INC | COM | 345,060 | $199M | 0.57% | +22,203+6.9% | Added | View |
| COMPCOMPASS INC | CL A | 15,224,831 | $187.72M | 0.54% | +15,224,831 | New | View |
| CPNGCOUPANG INC | CL A | 10,292,141 | $178.77M | 0.51% | −1,319,600−11.4% | Reduced | View |
| LINLINDE PLC SHS | Stock | 341,538 | $177.24M | 0.51% | +341,538 | New | View |
| TSLATESLA INC COM | Stock | 401,900 | $169.04M | 0.49% | +401,900 | New | View |
| LSCCLATTICE SEMICONDUCTOR CORP | COM | 1,084,051 | $165.82M | 0.48% | +1,084,051 | New | View |
| SESEA LTD | SPONSORD ADS | 1,678,332 | $160.83M | 0.46% | −2,373,801−58.6% | Reduced | View |
| AFRMAFFIRM HLDGS INC | COM CL A | 1,908,511 | $155.64M | 0.45% | −28,389−1.5% | Reduced | View |
| AMZNAMAZON COM INC COM | Stock | 628,082 | $149.7M | 0.43% | −1,179,441−65.3% | Reduced | View |
| BLDRBUILDERS FIRSTSOURCE INC COM | Stock | 1,639,222 | $146.68M | 0.42% | +1,639,222 | New | View |
| APOAPOLLO GLOBAL MGMT INC | COM | 1,159,000 | $137.12M | 0.39% | 00.0% | Unchanged | View |
| QQNITY ELECTRONICS INC | COMMON STOCK | 833,996 | $136.2M | 0.39% | +833,996 | New | View |
| TXNTEXAS INSTRS INC COM | Stock | 405,474 | $120.86M | 0.35% | −1,347,527−76.9% | Reduced | View |
| MPWRMONOLITHIC PWR SYS INC | COM | 85,103 | $117.64M | 0.34% | +85,103 | New | View |
| AMRZAMRIZE LTD | SHS | 2,187,487 | $116.59M | 0.34% | +2,187,487 | New | View |
| UUNITY SOFTWARE INC | COM | 3,572,473 | $102.1M | 0.29% | +312,490+9.6% | Added | View |
| LFUSLITTELFUSE INC | COM | 224,164 | $102.07M | 0.29% | +224,164 | New | View |
| SHOPSHOPIFY INC CL A SUB VTG SHS | Stock | 830,891 | $94.87M | 0.27% | +830,891 | New | View |
| CRWVCOREWEAVE INC COM CL A | Stock | 628,446 | $62.56M | 0.18% | +628,446 | New | View |
| SNOWSNOWFLAKE INC COM SHS | Stock | 216,019 | $54.98M | 0.16% | +216,019 | New | View |
| PURRHYPERLIQUID STRATEGIES INC | COM | 6,342,600 | $49.92M | 0.14% | −1,657,400−20.7% | Reduced | View |
| MAIRMADISON AIR SOLUTIONS CORP | COM SHS CL A | 1,250,000 | $48.75M | 0.14% | +1,250,000 | New | View |
| ADIANALOG DEVICES INC COM | Stock | 102,040 | $40.53M | 0.12% | −190,404−65.1% | Reduced | View |
| CBRSCEREBRAS SYSTEMS INC | COM CL A | 150,000 | $33.15M | 0.10% | +150,000 | New | View |
| GOOGALPHABET INC CAP STK CL C | Stock | 85,000 | $30.03M | 0.09% | +85,000 | New | View |
| STXSEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 30,115 | $29.06M | 0.08% | +30,115 | New | View |
| QNTQUANTINUUM INC | CL A COM | 300,000 | $24.52M | 0.07% | +300,000 | New | View |
| DPCDPC HOLDINGS PLC | ORDINARY SHARES | 125,000 | $6.13M | 0.02% | +125,000 | New | View |
Sold out since Q1 2026 (10)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| KNXKNIGHT-SWIFT TRANSN HLDGS IN | CL A | 5,491,563 | $316.2M | 2.82% |
| AVGOBROADCOM INC COM | Stock | 981,495 | $303.78M | 2.70% |
| NVDANVIDIA CORPORATION COM | Stock | 1,568,793 | $273.6M | 2.44% |
| XPOXPO INC | COM | 1,287,630 | $250.51M | 2.23% |
| CLSCELESTICA INC COM | Stock | 541,556 | $152.55M | 1.36% |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 328,600 | $111.05M | 0.99% |
| LYVLIVE NATION ENTERTAINMENT IN | COM | 674,317 | $102.84M | 0.92% |
| TOPBUILD COR COM89055F103 | Stock | 213,433 | $74.98M | 0.67% |
| ADSKAUTODESK INC | COM | 308,907 | $73.95M | 0.66% |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 6,800 | $8.98M | 0.08% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 55 | $34.78B | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 44 | $11.23B | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 17, 2026 | 42 | $10.7B | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 14, 2025 | 38 | $8.71B | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 33 | $7.2B | vs. Q1 2025 | SEC |
| Q1 2025 | May 15, 2025 | 41 | $6.53B | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025 | 35 | $6.02B | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 14, 2024 | 34 | $5.18B | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 14, 2024 | 35 | $5.93B | vs. Q1 2024 | SEC |
| Q1 2024 | May 15, 2024 | 34 | $6.58B | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 14, 2024 | 28 | $5.69B | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 37 | $6.94B | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 14, 2023 | 38 | $5.2B | vs. Q1 2023 | SEC |
| Q1 2023 | May 15, 2023 | 35 | $5.31B | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 14, 2023 | 30 | $4.88B | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 14, 2022 | 33 | $5.48B | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 15, 2022 | 24 | $4.22B | vs. Q1 2022 | SEC |
| Q1 2022 | May 16, 2022 | 25 | $8.49B | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 14, 2022 | 45 | $16.55B | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 15, 2021 | 66 | $17.88B | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 16, 2021 | 56 | $15.3B | vs. Q1 2021 | SEC |
| Q1 2021 | May 17, 2021 | 47 | $13.51B | – | SEC |