D1 Capital Partners

Name: D1 Capital Partners 13F holdings, Q2 2026
Creator: D1 Capital Partners

13F Holdings · CIK 1747057 · filed 2026-08-14

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New Positions

38% of current holdings

Exited

23% of prior holdings

Increased

36% of prior holdings

Decreased

36% of prior holdings

Total holdings: 44 → 55

Show unchanged positions

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1 split-adjusted63 positions

					Shares				Value ($)

New	Long	ALPHABET INC	02079K107	CAP STK CL C	—	85,000	+85,000	—	—	$30.0M	+$30.0M	—
New	Long	AMRIZE LTD	H2927K103	SHS	—	2,187,487	+2,187,487	—	—	$116.6M	+$116.6M	—
New	Long	BUILDERS FIRSTSOURCE INC	12008R107	COM	—	1,639,222	+1,639,222	—	—	$146.7M	+$146.7M	—
New	Long	CEREBRAS SYSTEMS INC	15675D103	COM CL A	—	150,000	+150,000	—	—	$33.1M	+$33.1M	—
New	Long	COMPASS INC	20464U100	CL A	—	15,224,831	+15,224,831	—	—	$187.7M	+$187.7M	—
New	Long	COREWEAVE INC	21873S108	COM CL A	—	628,446	+628,446	—	—	$62.6M	+$62.6M	—
New	Long	DPC HOLDINGS PLC	G2R11M108	ORDINARY SHARES	—	125,000	+125,000	—	—	$6.1M	+$6.1M	—
New	Long	INTUITIVE SURGICAL INC	46120E602	COM NEW	—	574,200	+574,200	—	—	$228.3M	+$228.3M	—
New	Long	LATTICE SEMICONDUCTOR CORP	518415104	COM	—	1,084,051	+1,084,051	—	—	$165.8M	+$165.8M	—
New	Long	LINDE PLC	G54950103	SHS	—	341,538	+341,538	—	—	$177.2M	+$177.2M	—
New	Long	LITTELFUSE INC	537008104	COM	—	224,164	+224,164	—	—	$102.1M	+$102.1M	—
New	Long	MADISON AIR SOLUTIONS CORP	55658T105	COM SHS CL A	—	1,250,000	+1,250,000	—	—	$48.8M	+$48.8M	—
New	Long	META PLATFORMS INC	30303M102	CL A	—	566,500	+566,500	—	—	$319.1M	+$319.1M	—
New	Long	MONOLITHIC PWR SYS INC	609839105	COM	—	85,103	+85,103	—	—	$117.6M	+$117.6M	—
New	Long	QNITY ELECTRONICS INC	74743L100	COMMON STOCK	—	833,996	+833,996	—	—	$136.2M	+$136.2M	—
New	Long	QUANTINUUM INC	74768A104	CL A COM	—	300,000	+300,000	—	—	$24.5M	+$24.5M	—
New	Long	SEAGATE TECHNOLOGY HLDNGS PL	G7997R103	ORD SHS	—	30,115	+30,115	—	—	$29.1M	+$29.1M	—
New	Long	SHOPIFY INC	82509L107	CL A SUB VTG SHS	—	830,891	+830,891	—	—	$94.9M	+$94.9M	—
New	Long	SNOWFLAKE INC	833445109	COM SHS	—	216,019	+216,019	—	—	$55.0M	+$55.0M	—
New	Long	SPACE EXPLORATION TECHN CORP	84615Q103	CLASS A COM STK	—	126,042,232	+126,042,232	—	—	$21.54B	+$21.54B	—
New	Long	TESLA INC	88160R101	COM	—	401,900	+401,900	—	—	$169.0M	+$169.0M	—
Exited	Long	ASML HLDG NV	N07059210	N Y REGISTRY SHS	6,800	—	−6,800	−100.0%	$9.0M	—	−$9.0M	−100.0%
Exited	Long	AUTODESK INC	052769106	COM	308,907	—	−308,907	−100.0%	$74.0M	—	−$74.0M	−100.0%
Exited	Long	BROADCOM INC	11135F101	COM	981,495	—	−981,495	−100.0%	$303.8M	—	−$303.8M	−100.0%
Exited	Long	CELESTICA INC	15101Q207	COM	541,556	—	−541,556	−100.0%	$152.5M	—	−$152.5M	−100.0%
Exited	Long	KNIGHT-SWIFT TRANSN HLDGS IN	499049104	CL A	5,491,563	—	−5,491,563	−100.0%	$316.2M	—	−$316.2M	−100.0%
Exited	Long	LIVE NATION ENTERTAINMENT IN	538034109	COM	674,317	—	−674,317	−100.0%	$102.8M	—	−$102.8M	−100.0%
Exited	Long	NVIDIA CORPORATION	67066G104	COM	1,568,793	—	−1,568,793	−100.0%	$273.6M	—	−$273.6M	−100.0%
Exited	Long	TAIWAN SEMICONDUCTOR MANUFAC	874039100	SPONSORED ADS	328,600	—	−328,600	−100.0%	$111.1M	—	−$111.1M	−100.0%
Exited	Long	TOPBUILD COR	89055F103	COM	213,433	—	−213,433	−100.0%	$75.0M	—	−$75.0M	−100.0%
Exited	Long	XPO INC	983793100	COM	1,287,630	—	−1,287,630	−100.0%	$250.5M	—	−$250.5M	−100.0%
Increased	Long	ALPHABET INC	02079K305	CAP STK CL A	468,900	738,300	+269,400	+57.5%	$134.8M	$263.8M	+$129.0M	+95.7%
Increased	Long	CARVANA CO5-for-1 split	146869102	CL A	3,342,160	3,779,517	+437,357	+13.1%	$210.1M	$248.8M	+$38.6M	+18.4%
Increased	Long	DISNEY WALT CO	254687106	COM	2,355,100	2,874,400	+519,300	+22.1%	$227.0M	$276.7M	+$49.7M	+21.9%
Increased	Long	FERGUSON ENTERPRISES INC	31488V107	COMMON STOCK NEW	349,347	1,282,038	+932,691	+267.0%	$81.5M	$304.3M	+$222.8M	+273.4%
Increased	Long	JOHNSON CONTROLS INTERNATION	G51502105	SHS	1,224,055	3,751,887	+2,527,832	+206.5%	$160.3M	$548.2M	+$387.9M	+242.0%
Increased	Long	MAPLEBEAR INC	565394103	COM	22,558,255	22,564,435	+6,180	0.0%	$845.0M	$1.07B	+$223.4M	+26.4%
Increased	Long	MARTIN MARIETTA MATLS INC	573284106	COM	322,857	345,060	+22,203	+6.9%	$190.1M	$199.0M	+$8.9M	+4.7%
Increased	Long	NU HLDGS LTD	G6683N103	ORD SHS CL A	25,890,701	44,418,543	+18,527,842	+71.6%	$372.0M	$593.4M	+$221.4M	+59.5%
Increased	Long	REDDIT INC	75734B100	CL A	2,459,151	2,464,411	+5,260	+0.2%	$331.1M	$427.8M	+$96.6M	+29.2%
Increased	Long	SCHWAB CHARLES CORP	808513105	COM	2,357,390	2,466,590	+109,200	+4.6%	$221.5M	$227.6M	+$6.0M	+2.7%
Increased	Long	SHERWIN WILLIAMS CO	824348106	COM	473,753	1,252,471	+778,718	+164.4%	$151.9M	$431.3M	+$279.4M	+184.0%
Increased	Long	SOMNIGROUP INTERNATIONAL INC	88023U101	COM	4,688,423	4,975,364	+286,941	+6.1%	$346.6M	$390.1M	+$43.5M	+12.6%
Increased	Long	SPOTIFY TECHNOLOGY S A	L8681T102	SHS	340,494	568,855	+228,361	+67.1%	$165.1M	$261.2M	+$96.1M	+58.2%
Increased	Long	THERMO FISHER SCIENTIFIC INC	883556102	COM	725,005	817,123	+92,118	+12.7%	$356.4M	$409.7M	+$53.3M	+15.0%
Increased	Long	UNITY SOFTWARE INC	91332U101	COM	3,259,983	3,572,473	+312,490	+9.6%	$71.5M	$102.1M	+$30.6M	+42.8%
Increased	Long	US FOODS HLDG CORP	912008109	COM	4,283,474	4,501,964	+218,490	+5.1%	$395.0M	$460.3M	+$65.3M	+16.5%
Decreased	Long	AFFIRM HLDGS INC	00827B106	COM CL A	1,936,900	1,908,511	−28,389	−1.5%	$88.7M	$155.6M	+$66.9M	+75.4%
Decreased	Long	AMAZON COM INC	023135106	COM	1,807,523	628,082	−1,179,441	−65.3%	$376.5M	$149.7M	−$226.8M	−60.2%
Decreased	Long	ANALOG DEVICES INC	032654105	COM	292,444	102,040	−190,404	−65.1%	$93.0M	$40.5M	−$52.5M	−56.4%
Decreased	Long	CAPITAL ONE FINL CORP	14040H105	COM	1,116,738	1,093,438	−23,300	−2.1%	$203.7M	$219.4M	+$15.6M	+7.7%
Decreased	Long	CLEAN HARBORS INC	184496107	COM	1,338,281	1,315,501	−22,780	−1.7%	$383.7M	$393.0M	+$9.3M	+2.4%
Decreased	Long	COUPANG INC	22266T109	CL A	11,611,741	10,292,141	−1,319,600	−11.4%	$219.2M	$178.8M	−$40.5M	−18.5%
Decreased	Long	DANAHER CORP DEL	235851102	COM	2,304,148	2,282,039	−22,109	−1.0%	$436.9M	$434.7M	−$2.2M	−0.5%
Decreased	Long	DOORDASH INC	25809K105	CL A	1,437,500	1,303,705	−133,795	−9.3%	$215.8M	$240.6M	+$24.7M	+11.5%
Decreased	Long	FLOWSERVE CORP	34354P105	COM	5,874,441	4,968,713	−905,728	−15.4%	$431.8M	$368.5M	−$63.4M	−14.7%
Decreased	Long	HYPERLIQUID STRATEGIES INC	44916Y106	COM	8,000,000	6,342,600	−1,657,400	−20.7%	$40.7M	$49.9M	+$9.2M	+22.6%
Decreased	Long	JAMES HARDIE INDS PLC	G4253H101	ORD SHS	28,300,283	27,545,516	−754,767	−2.7%	$536.0M	$721.1M	+$185.1M	+34.5%
Decreased	Long	KILROY REALTY CORP	49427F108	COM	11,275,077	10,498,120	−776,957	−6.9%	$318.1M	$393.4M	+$75.3M	+23.7%
Decreased	Long	LINEAGE INC	53566V106	COM	7,402,229	4,736,312	−2,665,917	−36.0%	$242.5M	$204.8M	−$37.7M	−15.5%
Decreased	Long	MERCADOLIBRE INC	58733R102	COM	373,675	277,475	−96,200	−25.7%	$646.1M	$471.0M	−$175.1M	−27.1%
Decreased	Long	SEA LTD	81141R100	SPONSORD ADS	4,052,133	1,678,332	−2,373,801	−58.6%	$335.6M	$160.8M	−$174.7M	−52.1%
Decreased	Long	TEXAS INSTRS INC	882508104	COM	1,753,001	405,474	−1,347,527	−76.9%	$340.3M	$120.9M	−$219.5M	−64.5%