D1 Capital Partners L.P.
CIK 1747057 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- CART9.52%
- APP6.90%
- CLH6.52%
- RDDT5.35%
- FLS4.56%
- JHX4.19%
- SCHW4.19%
- KRC4.12%
- XPO3.72%
- MELI3.46%
Share classes counted separately52.53%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CARTWeight decreased · -4.65 pp14.17% → 9.52%Shares 0 (0.00%)
- ENTGWeight decreased · -3.45 pp4.67% → 1.22%Shares -3.02M (-72.42%)
- FLSWeight increased · +3.33 pp1.23% → 4.56%Shares +5.79M (+343.62%)
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 | CARTMAPLEBEAR INC View history and evidence | $829.24M | 9.52% | 22.56M shares | 14.17% → 9.52%-4.65 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | APPAPPLOVIN CORP-CLASS ACOM CL A View history and evidence | $601.26M | 6.90% | 836.78K shares | 3.84% → 6.90%+3.06 pp +46.80K (+5.92%) | Added | ↗▾ |
| 03 | CLHCLEAN HARBORS INC View history and evidence | $567.91M | 6.52% | 2.45M shares | 4.63% → 6.52%+1.89 pp +1.00M (+69.40%) | Added | ↗▾ |
| 04 | RDDTREDDIT INC-CL ACL A View history and evidence | $465.64M | 5.35% | 2.02M shares | 4.03% → 5.35%+1.32 pp +97.60K (+5.06%) | Added | ↗▾ |
| 05 | FLSFLOWSERVE CORP View history and evidence | $397.45M | 4.56% | 7.48M shares | 1.23% → 4.56%+3.33 pp +5.79M (+343.62%) | Added | ↗▾ |
| 06 | JHXJAMES HARDIE IND PLCORD SHS View history and evidence | $364.95M | 4.19% | 19.00M shares | Prior unavailable +19.00M | New | ↗▾ |
| 07 | SCHWSCHWAB (CHARLES) CORP View history and evidence | $364.88M | 4.19% | 3.82M shares | 4.46% → 4.19%-0.27 pp +298.00K (+8.46%) | Added | ↗▾ |
| 08 | KRCKILROY REALTY CORP View history and evidence | $358.39M | 4.12% | 8.48M shares | 0.90% → 4.12%+3.22 pp +6.60M (+349.53%) | Added | ↗▾ |
| 09 | XPOXPO INC View history and evidence | $323.92M | 3.72% | 2.51M shares | 5.51% → 3.72%-1.79 pp -639.18K (-20.32%) | Reduced | ↗▾ |
| 10 | MELIMERCADOLIBRE INC View history and evidence | $301.00M | 3.46% | 128.80K shares | Prior unavailable +128.80K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AKX ANSYS INC | Non-derivative | -654,435 | -$229.85M | SEC filing ↗ | SEC filing ↗ |
| DHI DR HORTON INC | Non-derivative | -1,539,410 | -$198.46M | SEC filing ↗ | SEC filing ↗ |
| TOL TOLL BROTHERS INC | Non-derivative | -1,603,881 | -$183.05M | SEC filing ↗ | SEC filing ↗ |
3 / 8 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 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 8707803096
}Research all 38 reported holdings.
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