D1 Capital Partners L.P.
Top Portfolio Positions
39 positions ·
$10,207,532,514 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CART |
Maplebear Inc.
Consumer Cyclical
|
22,558,255 | $1,014,670,309 | 9.94% |
| CLH |
Clean Harbors Inc
Industrials
|
2,781,882 | $652,295,691 | 6.39% |
| FLS |
Flowserve Corp
Industrials
|
7,657,602 | $531,284,426 | 5.20% |
| JHX |
James Hardie Industries plc
Basic Materials
|
24,402,713 | $506,356,294 | 4.96% |
| RDDT |
Reddit, Inc.
Communication Services
|
2,118,597 | $487,001,892 | 4.77% |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
224,481 | $452,163,099 | 4.43% |
| APP |
AppLovin Corp
Communication Services
|
669,282 | $450,975,597 | 4.42% |
| SE |
Sea Ltd
Consumer Cyclical
|
3,485,043 | $444,586,935 | 4.36% |
| KNX |
Knight-Swift Transportation Holdings Inc.
Industrials
|
7,718,299 | $403,512,671 | 3.95% |
| KRC |
Kilroy Realty Corp
Real Estate
|
10,400,212 | $388,655,922 | 3.81% |
Portfolio Trend
Holdings in APP
Export CSVShares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $450,975,597 | 669,282 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $601,261,338 | 836,782 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $276,556,898 | 789,982 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $209,326,300 | 790,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $155,762,230 | 481,000 | Shares | Sole | 2025-02-14 | |
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