13F HOLDINGS REPORT
D1 Capital Partners L.P.
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000855
Total Value
$10.70B
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MAPLEBEAR INC | CART | 22,558,255 | $1.01B | 9.48% |
| 2 | CLEAN HARBORS INC | CLH | 2,781,882 | $652.3M | 6.10% |
| 3 | FLOWSERVE CORP | FLS | 7,657,602 | $531.3M | 4.96% |
| 4 | JAMES HARDIE INDS PLC | G4253H101 | 24,402,713 | $506.4M | 4.73% |
| 5 | REDDIT INC | RDDT | 2,118,597 | $487.0M | 4.55% |
| 6 | MERCADOLIBRE INC | MELI | 224,481 | $452.2M | 4.22% |
| 7 | APPLOVIN CORP | APP | 669,282 | $451.0M | 4.21% |
| 8 | SEA LTD | SE | 3,485,043 | $444.6M | 4.15% |
| 9 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 7,718,299 | $403.5M | 3.77% |
| 10 | KILROY RLTY CORP | 49427F108 | 10,400,212 | $388.7M | 3.63% |
| 11 | US FOODS HLDG CORP | USFD | 4,283,474 | $322.6M | 3.01% |
| 12 | SCHWAB CHARLES CORP | SCHW-PJ | 3,154,790 | $315.2M | 2.95% |
| 13 | SHERWIN WILLIAMS CO | SHW | 962,124 | $311.8M | 2.91% |
| 14 | AMAZON COM INC | AMZN | 1,340,523 | $309.4M | 2.89% |
| 15 | XPO INC | XPO | 2,035,042 | $276.6M | 2.58% |
| 16 | LINEAGE INC | LINE | 7,402,229 | $259.1M | 2.42% |
| 17 | DISNEY WALT CO | 254687106 | 2,215,000 | $252.0M | 2.35% |
| 18 | META PLATFORMS INC | META | 376,162 | $248.3M | 2.32% |
| 19 | SPOTIFY TECHNOLOGY S A | SPOT | 395,900 | $229.9M | 2.15% |
| 20 | NVIDIA CORPORATION | NVDA | 1,149,711 | $214.4M | 2.00% |
| 21 | ENTEGRIS INC | ENTG | 2,493,416 | $210.1M | 1.96% |
| 22 | LINDE PLC | LIN | 483,808 | $206.3M | 1.93% |
| 23 | ECHOSTAR CORP | SATS | 1,855,800 | $201.7M | 1.88% |
| 24 | CAPITAL ONE FINL CORP | 14040H105 | 828,210 | $200.7M | 1.88% |
| 25 | SYNOPSYS INC | SNPS | 378,350 | $177.7M | 1.66% |
| 26 | APOLLO GLOBAL MGMT INC | 03769M106 | 1,159,000 | $167.8M | 1.57% |
| 27 | JOHNSON CTLS INTL PLC | G51502105 | 1,354,486 | $162.2M | 1.52% |
| 28 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 1,763,284 | $144.6M | 1.35% |
| 29 | CORE & MAIN INC | CNM | 2,647,789 | $137.6M | 1.29% |
| 30 | AUTODESK INC | ADSK | 455,658 | $134.9M | 1.26% |
| 31 | DANAHER CORPORATION | 235851102 | 559,727 | $128.1M | 1.20% |
| 32 | ARISTA NETWORKS INC | ANET | 962,429 | $126.1M | 1.18% |
| 33 | BROADCOM INC | AVGO | 358,548 | $124.1M | 1.16% |
| 34 | API GROUP CORP | APG | 2,204,600 | $84.3M | 0.79% |
| 35 | TEXAS INSTRS INC | 882508104 | 485,818 | $84.3M | 0.79% |
| 36 | QNITY ELECTRONICS INC | Q | 937,135 | $76.5M | 0.71% |
| 37 | BANK AMERICA CORP | 060505104 | 1,245,247 | $68.5M | 0.64% |
| 38 | AFFIRM HLDGS INC | AFRM | 820,000 | $61.0M | 0.57% |
| 39 | NISOURCE INC | NI | 1,214,570 | $50.7M | 0.47% |
| 40 | AMERICAN ELEC PWR CO INC | 025537101 | 344,100 | $39.7M | 0.37% |
| 41 | HYPERLIQUID STRATEGIES INC | PURR | 8,000,000 | $28.5M | 0.27% |
| 42 | MEDLINE INC | MDLN | 377,131 | $15.8M | 0.15% |