D1 Capital Partners L.P.
CIK 1747057 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- SPCX61.91%
- CART3.07%
- JHX2.07%
- NU1.71%
- JCI1.58%
- MELI1.35%
- USFD1.32%
- DHR1.25%
- SHW1.24%
- RDDT1.23%
Share classes counted separately76.73%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CARTWeight decreased · -4.45 pp7.52% → 3.07%Shares +6.18K (+0.03%)
- MELIWeight decreased · -4.40 pp5.75% → 1.35%Shares -96.20K (-25.74%)
- FLSWeight decreased · -2.78 pp3.84% → 1.06%Shares -905.73K (-15.42%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPCXSPACE EXPLORATION TECHN-CL ACLASS A COM STK View history and evidence | $21.54B | 61.91% | 126.04M shares | Prior unavailable +126.04M | New | ▾ |
| 02 | CARTMAPLEBEAR INC View history and evidence | $1.07B | 3.07% | 22.56M shares | 7.52% → 3.07%-4.45 pp +6.18K (+0.03%) | Added | ▾ |
| 03 | JHXJAMES HARDIE IND PLCORD SHS View history and evidence | $721.14M | 2.07% | 27.55M shares | 4.77% → 2.07%-2.70 pp -754.77K (-2.67%) | Reduced | ▾ |
| 04 | NUNU HOLDINGS LTD/CAYMAN ISL-AORD SHS CL A View history and evidence | $593.43M | 1.71% | 44.42M shares | 3.31% → 1.71%-1.60 pp +18.53M (+71.56%) | Added | ▾ |
| 05 | JCIJOHNSON CONTROLS INTERNATIONSHS View history and evidence | $548.19M | 1.58% | 3.75M shares | 1.43% → 1.58%+0.15 pp +2.53M (+206.51%) | Added | ▾ |
| 06 | MELIMERCADOLIBRE INC View history and evidence | $470.98M | 1.35% | 277.48K shares | 5.75% → 1.35%-4.40 pp -96.20K (-25.74%) | Reduced | ▾ |
| 07 | USFDUS FOODS HOLDING CORP View history and evidence | $460.33M | 1.32% | 4.50M shares | 3.52% → 1.32%-2.20 pp +218.49K (+5.10%) | Added | ▾ |
| 08 | DHRDANAHER CORP View history and evidence | $434.68M | 1.25% | 2.28M shares | 3.89% → 1.25%-2.64 pp -22.11K (-0.96%) | Reduced | ▾ |
| 09 | SHWSHERWIN-WILLIAMS CO/THE View history and evidence | $431.25M | 1.24% | 1.25M shares | 1.35% → 1.24%-0.11 pp +778.72K (+164.37%) | Added | ▾ |
| 10 | RDDTREDDIT INC-CL ACL A View history and evidence | $427.77M | 1.23% | 2.46M shares | 2.95% → 1.23%-1.72 pp +5.26K (+0.21%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KNX KNIGHT-SWIFT TRANSPORTATION | Non-derivative | -5,491,563 | -$316.20M | SEC filing ↗ | SEC filing ↗ |
| AVGO BROADCOM INC | Non-derivative | -981,495 | -$303.78M | SEC filing ↗ | SEC filing ↗ |
| NVDA NVIDIA CORP | Non-derivative | -1,568,793 | -$273.60M | SEC filing ↗ | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1747057 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 34783267943
}Research all 55 reported holdings.
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