D1 Capital Partners
SuperinvestorD1 Capital Partners L.P.
- SEC CIK
- 0001747057
- Manager
- Dan Sundheim
- Style
- Growth, Hedge fund
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 55
- +11 vs. Q1 2026
- Portfolio value
- $34.8B
- +$23.6B (+209.7%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 126,042,232 | $21.5B | 61.9% | +126,042,232 | New | History |
| CARTMaplebear Inc. | COM | 22,564,435 | $1.07B | 3.1% | +6,1800.0% | Added | History |
| JHXJames Hardie Industries plc | Stock | 27,545,516 | $721.1M | 2.1% | −754,767−2.7% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 44,418,543 | $593.4M | 1.7% | +18,527,842+71.6% | Added | History |
| JCIJohnson Controls International plc | Stock | 3,751,887 | $548.2M | 1.6% | +2,527,832+206.5% | Added | History |
| MELIMercadolibre Inc | COM | 277,475 | $471.0M | 1.4% | −96,200−25.7% | Reduced | History |
| USFDUS Foods Holding Corp. | COM | 4,501,964 | $460.3M | 1.3% | +218,490+5.1% | Added | History |
| DHRDanaher Corp | Stock | 2,282,039 | $434.7M | 1.2% | −22,109−1.0% | Reduced | History |
| SHWSherwin Williams Co | COM | 1,252,471 | $431.3M | 1.2% | +778,718+164.4% | Added | History |
| RDDTReddit, Inc. | Stock | 2,464,411 | $427.8M | 1.2% | +5,260+0.2% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 817,123 | $409.7M | 1.2% | +92,118+12.7% | Added | History |
| KRCKilroy Realty Corp | COM | 10,498,120 | $393.4M | 1.1% | −776,957−6.9% | Reduced | History |
| CLHClean Harbors Inc | COM | 1,315,501 | $393.0M | 1.1% | −22,780−1.7% | Reduced | History |
| SGISomnigroup International Inc. | COM | 4,975,364 | $390.1M | 1.1% | +286,941+6.1% | Added | History |
| FLSFlowserve Corp | COM | 4,968,713 | $368.5M | 1.1% | −905,728−15.4% | Reduced | History |
| APPAppLovin Corp | COM CL A | 669,282 | $344.8M | 1.0% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 566,500 | $319.1M | 0.9% | +566,500 | New | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 1,282,038 | $304.3M | 0.9% | +932,691+267.0% | Added | History |
| DISWalt Disney Co | Stock | 2,874,400 | $276.7M | 0.8% | +519,300+22.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 738,300 | $263.8M | 0.8% | +269,400+57.5% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 568,855 | $261.2M | 0.8% | +228,361+67.1% | Added | History |
| CVNACarvana Co. | CL A | 3,779,517 | $248.8M | 0.7% | +437,357+13.1% | AddedConverted for a 5-for-1 split | History |
| DASHDoorDash, Inc. | Stock | 1,303,705 | $240.6M | 0.7% | −133,795−9.3% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 574,200 | $228.3M | 0.7% | +574,200 | New | History |
| SCHWSchwab Charles Corp | Stock | 2,466,590 | $227.6M | 0.7% | +109,200+4.6% | Added | History |
| COFCapital One Financial Corp | Stock | 1,093,438 | $219.4M | 0.6% | −23,300−2.1% | Reduced | History |
| LINELineage, Inc. | COM | 4,736,312 | $204.8M | 0.6% | −2,665,917−36.0% | Reduced | History |
| MLMMartin Marietta Materials Inc | COM | 345,060 | $199.0M | 0.6% | +22,203+6.9% | Added | History |
| COMPCompass, Inc. | CL A | 15,224,831 | $187.7M | 0.5% | +15,224,831 | New | History |
| CPNGCoupang, Inc. | CL A | 10,292,141 | $178.8M | 0.5% | −1,319,600−11.4% | Reduced | History |
| LINLinde PLC | Stock | 341,538 | $177.2M | 0.5% | +341,538 | New | History |
| TSLATesla, Inc. | Stock | 401,900 | $169.0M | 0.5% | +401,900 | New | History |
| LSCCLattice Semiconductor Corp | COM | 1,084,051 | $165.8M | 0.5% | +1,084,051 | New | History |
| SESea Ltd | SPONSORD ADS | 1,678,332 | $160.8M | 0.5% | −2,373,801−58.6% | Reduced | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 1,908,511 | $155.6M | 0.4% | −28,389−1.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 628,082 | $149.7M | 0.4% | −1,179,441−65.3% | Reduced | History |
| BLDRBuilders FirstSource, Inc. | Stock | 1,639,222 | $146.7M | 0.4% | +1,639,222 | New | History |
| APOApollo Global Management, Inc. | COM | 1,159,000 | $137.1M | 0.4% | 00.0% | Unchanged | History |
| QQnity Electronics, Inc. | COMMON STOCK | 833,996 | $136.2M | 0.4% | +833,996 | New | History |
| TXNTexas Instruments Inc | Stock | 405,474 | $120.9M | 0.3% | −1,347,527−76.9% | Reduced | History |
| MPWRMonolithic Power Systems, Inc. | COM | 85,103 | $117.6M | 0.3% | +85,103 | New | History |
| AMRZAmrize Ltd | SHS | 2,187,487 | $116.6M | 0.3% | +2,187,487 | New | History |
| UUnity Software Inc. | COM | 3,572,473 | $102.1M | 0.3% | +312,490+9.6% | Added | History |
| LFUSLittelfuse Inc | COM | 224,164 | $102.1M | 0.3% | +224,164 | New | History |
| SHOPShopify Inc. | Stock | 830,891 | $94.9M | 0.3% | +830,891 | New | History |
| CRWVCoreWeave, Inc. | Stock | 628,446 | $62.6M | 0.2% | +628,446 | New | History |
| SNOWSnowflake Inc. | Stock | 216,019 | $55.0M | 0.2% | +216,019 | New | History |
| PURRHyperliquid Strategies Inc | COM | 6,342,600 | $49.9M | 0.1% | −1,657,400−20.7% | Reduced | History |
| MAIRMadison Air Solutions Corp | COM SHS CL A | 1,250,000 | $48.8M | 0.1% | +1,250,000 | New | History |
| ADIAnalog Devices Inc | Stock | 102,040 | $40.5M | 0.1% | −190,404−65.1% | Reduced | History |
| CBRSCerebras Systems Inc. | COM CL A | 150,000 | $33.1M | 0.1% | +150,000 | New | History |
| GOOGAlphabet Inc. | Stock | 85,000 | $30.0M | 0.1% | +85,000 | New | History |
| STXSeagate Technology Holdings plc | ORD SHS | 30,115 | $29.1M | 0.1% | +30,115 | New | History |
| QNTQuantinuum Inc. | CL A COM | 300,000 | $24.5M | 0.1% | +300,000 | New | History |
| DPCDPC Holdings PLC | ORDINARY SHARES | 125,000 | $6.13M | <0.1% | +125,000 | New | History |
Sold out since Q1 2026 (10)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 5,491,563 | $316.2M | 2.8% | History |
| AVGOBroadcom Inc. | Stock | 981,495 | $303.8M | 2.7% | History |
| NVDANVIDIA Corp | Stock | 1,568,793 | $273.6M | 2.4% | History |
| XPOXPO, Inc. | COM | 1,287,630 | $250.5M | 2.2% | History |
| CLSCelestica Inc | Stock | 541,556 | $152.5M | 1.4% | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 328,600 | $111.1M | 1.0% | History |
| LYVLive Nation Entertainment, Inc. | COM | 674,317 | $102.8M | 0.9% | History |
| BLDQXO Insulation, LLC | Stock | 213,433 | $75.0M | 0.7% | History |
| ADSKAutodesk, Inc. | COM | 308,907 | $74.0M | 0.7% | History |
| ASMLASML Holding NV | ADR | 6,800 | $8.98M | 0.1% | History |