D1 Capital Partners L.P.
Top Portfolio Positions
44 positions ·
$11,616,364,520 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CART |
Maplebear Inc.
Consumer Cyclical
|
22,558,255 | $845,032,232 | 7.27% | |
| CLH |
Clean Harbors Inc
Industrials
|
2,676,562 | $767,450,622 | 6.61% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
373,675 | $646,091,548 | 5.56% | |
| JHX |
James Hardie Industries plc
Basic Materials
|
28,300,283 | $536,007,360 | 4.61% | |
| DHR |
Danaher Corp /De/
Healthcare
|
2,304,148 | $436,866,460 | 3.76% | |
| FLS |
Flowserve Corp
Industrials
|
5,874,441 | $431,830,157 | 3.72% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
4,283,474 | $394,979,137 | 3.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,807,523 | $376,452,815 | 3.24% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
25,890,701 | $372,049,373 | 3.20% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
725,005 | $356,361,707 | 3.07% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AFRM
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,748,758 | 1,936,900 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $61,032,600 | 820,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $59,925,600 | 820,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $56,694,800 | 820,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $37,055,800 | 820,000 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||