13F HOLDINGS REPORT
D1 Capital Partners L.P.
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002062
Total Value
$6.53B
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MAPLEBEAR INC | CART | 22,551,414 | $899.6M | 13.78% |
| 2 | ENTEGRIS INC | ENTG | 4,224,574 | $369.6M | 5.66% |
| 3 | SCHWAB CHARLES CORP | SCHW-PJ | 4,355,608 | $341.0M | 5.22% |
| 4 | XPO INC | XPO | 3,052,186 | $328.4M | 5.03% |
| 5 | BANK AMERICA CORP | 060505104 | 7,299,000 | $304.6M | 4.67% |
| 6 | ANSYS INC | 03662Q105 | 864,345 | $273.6M | 4.19% |
| 7 | ELEVANCE HEALTH INC | ELV | 578,411 | $251.6M | 3.85% |
| 8 | CORE & MAIN INC | CNM | 4,945,680 | $238.9M | 3.66% |
| 9 | PHILIP MORRIS INTL INC | 718172109 | 1,505,033 | $238.9M | 3.66% |
| 10 | ROYAL CARIBBEAN GROUP | V7780T103 | 1,114,713 | $229.0M | 3.51% |
| 11 | APPLOVIN CORP | APP | 790,000 | $209.3M | 3.21% |
| 12 | ALASKA AIR GROUP INC | ALK | 4,130,000 | $203.3M | 3.11% |
| 13 | REDDIT INC | RDDT | 1,788,000 | $187.6M | 2.87% |
| 14 | PRIMO BRANDS CORPORATION | PRMB | 5,224,266 | $185.4M | 2.84% |
| 15 | AMAZON COM INC | AMZN | 951,234 | $181.0M | 2.77% |
| 16 | APOLLO GLOBAL MGMT INC | 03769M106 | 1,276,209 | $174.8M | 2.68% |
| 17 | CANADIAN PACIFIC KANSAS CITY | CP | 2,327,000 | $163.4M | 2.50% |
| 18 | BECTON DICKINSON & CO | BDX | 672,000 | $153.9M | 2.36% |
| 19 | CAPITAL ONE FINL CORP | 14040H105 | 811,000 | $145.4M | 2.23% |
| 20 | LINEAGE INC | LINE | 2,457,061 | $144.1M | 2.21% |
| 21 | SYNOPSYS INC | SNPS | 334,700 | $143.5M | 2.20% |
| 22 | CHARLES RIV LABS INTL INC | 159864107 | 777,489 | $117.0M | 1.79% |
| 23 | CARPENTER TECHNOLOGY CORP | CRS | 616,644 | $111.7M | 1.71% |
| 24 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 1,249,584 | $100.9M | 1.55% |
| 25 | NU HLDGS LTD | NU | 9,803,000 | $100.4M | 1.54% |
| 26 | US FOODS HLDG CORP | USFD | 1,322,000 | $86.5M | 1.33% |
| 27 | SOMNIGROUP INTERNATIONAL INC | SGI | 1,336,567 | $80.0M | 1.23% |
| 28 | CARVANA CO | CVNA | 370,000 | $77.4M | 1.19% |
| 29 | TOLL BROTHERS INC | TOL | 690,000 | $72.9M | 1.12% |
| 30 | BATH & BODY WORKS INC | BBWI | 2,200,000 | $66.7M | 1.02% |
| 31 | KILROY RLTY CORP | 49427F108 | 1,887,000 | $61.8M | 0.95% |
| 32 | LENNAR CORP | LEN-B | 468,433 | $53.8M | 0.82% |
| 33 | CADENCE DESIGN SYSTEM INC | CDNS | 198,000 | $50.4M | 0.77% |
| 34 | CLEAN HARBORS INC | CLH | 193,022 | $38.0M | 0.58% |
| 35 | AFFIRM HLDGS INC | AFRM | 820,000 | $37.1M | 0.57% |
| 36 | INTEL CORP | INTC | 1,443,000 | $32.8M | 0.50% |
| 37 | APPLIED MATLS INC | 038222105 | 205,000 | $29.7M | 0.46% |
| 38 | LAM RESEARCH CORP | LRCX | 403,000 | $29.3M | 0.45% |
| 39 | RESTAURANT BRANDS INTL INC | 76131D103 | 92,833 | $6.2M | 0.09% |
| 40 | WARBY PARKER INC | WRBY | 257,306 | $4.7M | 0.07% |
| 41 | LEXEO THERAPEUTICS INC | LXEO | 978,652 | $3.4M | 0.05% |