D1 Capital Partners L.P. Top Holdings and 13F Report (2026) About D1 Capital Partners L.P.Investment ActivityD1 Capital Partners L.P. has $11.23 billion in total holdings as of March 31, 2026.D1 Capital Partners L.P. owns shares of 44 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 37.82% of the portfolio was purchased this quarter.About 25.97% of the portfolio was sold this quarter.This quarter, D1 Capital Partners L.P. has purchased 42 new stocks and bought additional shares in 13 stocks.D1 Capital Partners L.P. sold shares of 9 stocks and completely divested from 14 stocks this quarter.Largest Holdings MAPLEBEAR INC $845,032,232MercadoLibre $646,091,549JAMES HARDIE INDS PLC $536,007,360Danaher $436,866,461Flowserve $431,830,158 Largest New Holdings this Quarter G6683N103 - NU $372,049,373 Holding883556102 - Thermo Fisher Scientific $356,361,708 Holding88023U101 - SOMNIGROUP INTERNATIONAL INC $346,568,228 Holding22266T109 - Coupang $219,229,670 Holding25809K105 - DOORDASH INC $215,840,625 Holding Largest Purchases this Quarter NU 25,890,701 shares (about $372.05M)Thermo Fisher Scientific 725,005 shares (about $356.36M)SOMNIGROUP INTERNATIONAL INC 4,688,423 shares (about $346.57M)Danaher 1,744,421 shares (about $330.74M)MercadoLibre 149,194 shares (about $257.96M) Largest Sales this Quarter Clean Harbors 1,443,601 shares (about $413.92M)Sherwin-Williams 488,371 shares (about $156.55M)XPO 747,412 shares (about $145.41M)Flowserve 1,783,161 shares (about $131.08M)Knight-Swift Transportation 2,226,736 shares (about $128.22M) Sector Allocation Over TimeMap of 500 Largest Holdings ofD1 Capital Partners L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMAPLEBEAR INC$845,032,2320.0%22,558,2557.5%COMMELIMercadoLibre$646,091,549$257,959,410 â–²66.5%373,6755.8%Retail/WholesaleJAMES HARDIE INDS PLC$536,007,360$73,819,976 â–²16.0%28,300,2834.8%ORD SHSDHRDanaher$436,866,461$330,742,222 â–²311.7%2,304,1483.9%MedicalFLSFlowserve$431,830,158$131,080,165 â–¼-23.3%5,874,4413.8%IndustrialsUSFDUS Foods$394,979,1380.0%4,283,4743.5%Consumer StaplesCLHClean Harbors$383,725,311$413,923,715 â–¼-51.9%1,338,2813.4%Business ServicesAMZNAmazon.com$376,452,815$97,262,090 â–²34.8%1,807,5233.4%Retail/WholesaleNUNU$372,049,373$372,049,373 â–²New Holding25,890,7013.3%FinanceTMOThermo Fisher Scientific$356,361,708$356,361,708 â–²New Holding725,0053.2%MedicalSOMNIGROUP INTERNATIONAL INC$346,568,228$346,568,228 â–²New Holding4,688,4233.1%COMTXNTexas Instruments$340,327,614$246,010,908 â–²260.8%1,753,0013.0%Computer and TechnologySESEA$335,557,134$46,960,723 â–²16.3%4,052,1333.0%Computer and TechnologyREDDIT INC$331,124,682$45,855,596 â–²16.1%2,459,1512.9%CL AKRCKilroy Realty$318,069,922$24,679,942 â–²8.4%11,275,0772.8%FinanceKNXKnight-Swift Transportation$316,204,198$128,215,459 â–¼-28.9%5,491,5632.8%TransportationAVGOBroadcom$303,782,517$192,808,326 â–²173.7%981,4952.7%Computer and TechnologyNVDANVIDIA$273,597,499$73,087,901 â–²36.5%1,568,7932.4%Computer and TechnologyAPPLOVIN CORP$266,374,2360.0%669,2822.4%COM CL AXPOXPO$250,508,417$145,409,005 â–¼-36.7%1,287,6302.2%TransportationLINEAGE INC$242,497,0220.0%7,402,2292.2%COMDISWalt Disney$226,984,538$13,502,838 â–²6.3%2,355,1002.0%Consumer DiscretionarySCHWCharles Schwab$221,547,512$74,939,652 â–¼-25.3%2,357,3902.0%FinanceCPNGCoupang$219,229,670$219,229,670 â–²New Holding11,611,7412.0%Retail/WholesaleDOORDASH INC$215,840,625$215,840,625 â–²New Holding1,437,5001.9%CL ACVNACarvana$210,141,652$210,141,652 â–²New Holding668,4321.9%Retail/WholesaleCOFCapital One Financial$203,726,513$52,636,163 â–²34.8%1,116,7381.8%FinanceMLMMartin Marietta Materials$190,059,459$190,059,459 â–²New Holding322,8571.7%ConstructionSPOTSpotify Technology$165,108,946$26,866,924 â–¼-14.0%340,4941.5%Computer and TechnologyJCIJohnson Controls International$160,290,002$17,079,939 â–¼-9.6%1,224,0551.4%ConstructionCELESTICA INC$152,545,494$152,545,494 â–²New Holding541,5561.4%COMSHWSherwin-Williams$151,861,524$156,547,324 â–¼-50.8%473,7531.4%Basic MaterialsGOOGLAlphabet$134,836,884$134,836,884 â–²New Holding468,9001.2%Computer and TechnologyAPOApollo Global Management$129,135,7800.0%1,159,0001.1%FinanceTSMTaiwan Semiconductor Manufacturing$111,050,370$111,050,370 â–²New Holding328,6001.0%Computer and TechnologyLYVLive Nation Entertainment$102,840,086$102,840,086 â–²New Holding674,3170.9%Consumer DiscretionaryADIAnalog Devices$93,038,134$93,038,134 â–²New Holding292,4440.8%Computer and TechnologyAFRMAffirm$88,748,758$51,176,358 â–²136.2%1,936,9000.8%Computer and TechnologyFERGUSON ENTERPRISES INC$81,488,681$81,488,681 â–²New Holding349,3470.7%COMMON STOCK NEWBLDTopBuild$74,979,013$74,979,013 â–²New Holding213,4330.7%ConstructionADSKAutodesk$73,952,336$35,132,189 â–¼-32.2%308,9070.7%Computer and TechnologyUUnity Software$71,524,027$71,524,027 â–²New Holding3,259,9830.6%Computer and TechnologyHYPERLIQUID STRATEGIES INC$40,720,0000.0%8,000,0000.4%COMASMLASML$8,981,644$8,981,644 â–²New Holding6,8000.1%Computer and TechnologyMETAMeta Platforms$0$248,300,775 â–¼-100.0%00.0%Computer and TechnologyENTGEntegris$0$210,070,298 â–¼-100.0%00.0%Computer and TechnologyLINDE PLC$0$206,290,893 â–¼-100.0%00.0%SHSSATSEchoStar$0$201,725,460 â–¼-100.0%00.0%Computer and TechnologySNPSSynopsys$0$177,718,562 â–¼-100.0%00.0%Computer and TechnologyGEHCGE HealthCare Technologies$0$144,624,554 â–¼-100.0%00.0%MedicalCNMCore & Main$0$137,605,594 â–¼-100.0%00.0%IndustrialsARISTA NETWORKS INC$0$126,107,072 â–¼-100.0%00.0%COM SHSAPGAPi Group$0$84,347,996 â–¼-100.0%00.0%Business ServicesQNITY ELECTRONICS INC$0$76,517,073 â–¼-100.0%00.0%COMMON STOCKBACBank of America$0$68,488,585 â–¼-100.0%00.0%FinanceNINiSource$0$50,720,443 â–¼-100.0%00.0%UtilitiesAEPAmerican Electric Power$0$39,678,171 â–¼-100.0%00.0%UtilitiesMEDLINE INC$0$15,839,502 â–¼-100.0%00.0%COM CL AShowing largest 100 holdings. 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