13F HOLDINGS REPORT
D1 Capital Partners L.P.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004963
Total Value
$8.71B
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MAPLEBEAR INC | CART | 22,558,255 | $829.2M | 9.52% |
| 2 | APPLOVIN CORP | APP | 836,782 | $601.3M | 6.90% |
| 3 | CLEAN HARBORS INC | CLH | 2,445,583 | $567.9M | 6.52% |
| 4 | REDDIT INC | RDDT | 2,024,597 | $465.6M | 5.35% |
| 5 | FLOWSERVE CORP | FLS | 7,479,351 | $397.5M | 4.56% |
| 6 | JAMES HARDIE INDS PLC | G4253H101 | 18,997,847 | $364.9M | 4.19% |
| 7 | SCHWAB CHARLES CORP | SCHW-PJ | 3,821,904 | $364.9M | 4.19% |
| 8 | KILROY RLTY CORP | 49427F108 | 8,482,654 | $358.4M | 4.12% |
| 9 | XPO INC | XPO | 2,505,738 | $323.9M | 3.72% |
| 10 | MERCADOLIBRE INC | MELI | 128,803 | $301.0M | 3.46% |
| 11 | BANK AMERICA CORP | 060505104 | 5,524,547 | $285.0M | 3.27% |
| 12 | CORE & MAIN INC | CNM | 5,176,680 | $278.7M | 3.20% |
| 13 | PRIMO BRANDS CORPORATION | PRMB | 11,814,815 | $261.1M | 3.00% |
| 14 | US FOODS HLDG CORP | USFD | 3,361,200 | $257.5M | 2.96% |
| 15 | LINEAGE INC | LINE | 6,181,894 | $238.9M | 2.74% |
| 16 | SEA LTD | SE | 1,292,643 | $231.0M | 2.65% |
| 17 | BROADCOM INC | AVGO | 667,400 | $220.2M | 2.53% |
| 18 | CAPITAL ONE FINL CORP | 14040H105 | 981,310 | $208.6M | 2.40% |
| 19 | META PLATFORMS INC | META | 271,400 | $199.3M | 2.29% |
| 20 | DANAHER CORPORATION | 235851102 | 908,691 | $180.2M | 2.07% |
| 21 | NU HLDGS LTD | NU | 10,178,933 | $163.0M | 1.87% |
| 22 | APOLLO GLOBAL MGMT INC | 03769M106 | 1,159,000 | $154.5M | 1.77% |
| 23 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 3,730,000 | $147.4M | 1.69% |
| 24 | DISNEY WALT CO | 254687106 | 1,206,000 | $138.1M | 1.59% |
| 25 | CARPENTER TECHNOLOGY CORP | CRS | 505,329 | $124.1M | 1.42% |
| 26 | PHILIP MORRIS INTL INC | 718172109 | 740,308 | $120.1M | 1.38% |
| 27 | WINGSTOP INC | WING | 472,135 | $118.8M | 1.36% |
| 28 | ALASKA AIR GROUP INC | ALK | 2,338,340 | $116.4M | 1.34% |
| 29 | NVIDIA CORPORATION | NVDA | 616,600 | $115.0M | 1.32% |
| 30 | ENTEGRIS INC | ENTG | 1,149,981 | $106.3M | 1.22% |
| 31 | SYNOPSYS INC | SNPS | 156,783 | $77.4M | 0.89% |
| 32 | API GROUP CORP | APG | 2,204,600 | $75.8M | 0.87% |
| 33 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 994,584 | $74.7M | 0.86% |
| 34 | LOUISIANA PAC CORP | LPX | 803,906 | $71.4M | 0.82% |
| 35 | ECHOSTAR CORP | SATS | 822,200 | $62.8M | 0.72% |
| 36 | AFFIRM HLDGS INC | AFRM | 820,000 | $59.9M | 0.69% |
| 37 | TRANSDIGM GROUP INC | TDG | 30,800 | $40.6M | 0.47% |
| 38 | LEXEO THERAPEUTICS INC | LXEO | 978,652 | $6.5M | 0.07% |