13F HOLDINGS REPORT
D1 Capital Partners L.P.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003278
Total Value
$7.20B
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MAPLEBEAR INC | CART | 22,558,255 | $1.02B | 14.17% |
| 2 | XPO INC | XPO | 3,144,916 | $397.2M | 5.51% |
| 3 | BANK AMERICA CORP | 060505104 | 7,965,147 | $376.9M | 5.23% |
| 4 | CORE & MAIN INC | CNM | 6,012,680 | $362.9M | 5.04% |
| 5 | ENTEGRIS INC | ENTG | 4,169,614 | $336.3M | 4.67% |
| 6 | CLEAN HARBORS INC | CLH | 1,443,637 | $333.7M | 4.63% |
| 7 | NU HLDGS LTD | NU | 24,132,933 | $331.1M | 4.60% |
| 8 | SCHWAB CHARLES CORP | SCHW-PJ | 3,523,904 | $321.5M | 4.46% |
| 9 | REDDIT INC | RDDT | 1,927,000 | $290.1M | 4.03% |
| 10 | APPLOVIN CORP | APP | 789,982 | $276.6M | 3.84% |
| 11 | CAPITAL ONE FINL CORP | 14040H105 | 1,162,000 | $247.2M | 3.43% |
| 12 | ANSYS INC | 03662Q105 | 654,435 | $229.9M | 3.19% |
| 13 | CARPENTER TECHNOLOGY CORP | CRS | 822,387 | $227.3M | 3.16% |
| 14 | PHILIP MORRIS INTL INC | 718172109 | 1,225,033 | $223.1M | 3.10% |
| 15 | LINEAGE INC | LINE | 4,622,594 | $201.2M | 2.79% |
| 16 | APOLLO GLOBAL MGMT INC | 03769M106 | 1,415,000 | $200.7M | 2.79% |
| 17 | D R HORTON INC | 23331A109 | 1,539,410 | $198.5M | 2.75% |
| 18 | TOLL BROTHERS INC | TOL | 1,603,881 | $183.1M | 2.54% |
| 19 | SOMNIGROUP INTERNATIONAL INC | SGI | 2,666,395 | $181.4M | 2.52% |
| 20 | LOUISIANA PAC CORP | LPX | 1,812,000 | $155.8M | 2.16% |
| 21 | ALASKA AIR GROUP INC | ALK | 3,142,948 | $155.5M | 2.16% |
| 22 | AMAZON COM INC | AMZN | 700,887 | $153.8M | 2.13% |
| 23 | PRIMO BRANDS CORPORATION | PRMB | 4,810,019 | $142.5M | 1.98% |
| 24 | ELEVANCE HEALTH INC | ELV | 326,411 | $127.0M | 1.76% |
| 25 | FLOWSERVE CORP | FLS | 1,686,000 | $88.3M | 1.23% |
| 26 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 1,159,584 | $85.9M | 1.19% |
| 27 | US FOODS HLDG CORP | USFD | 1,032,000 | $79.5M | 1.10% |
| 28 | KILROY RLTY CORP | 49427F108 | 1,887,000 | $64.7M | 0.90% |
| 29 | VIKING HOLDINGS LTD | VIK | 1,150,443 | $61.3M | 0.85% |
| 30 | BECTON DICKINSON & CO | BDX | 335,272 | $57.8M | 0.80% |
| 31 | AFFIRM HLDGS INC | AFRM | 820,000 | $56.7M | 0.79% |
| 32 | DANAHER CORPORATION | 235851102 | 162,507 | $32.1M | 0.45% |
| 33 | LEXEO THERAPEUTICS INC | LXEO | 978,652 | $3.9M | 0.05% |