D1 Capital Partners L.P.
Top Portfolio Positions
44 positions ·
$11,232,639,209 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 | 7.52% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
373,675 | $646,091,548 | 5.75% | |
| JHX |
James Hardie Industries plc
Basic Materials
|
28,300,283 | $536,007,360 | 4.77% | |
| DHR |
Danaher Corp /De/
Healthcare
|
2,304,148 | $436,866,460 | 3.89% | |
| FLS |
Flowserve Corp
Industrials
|
5,874,441 | $431,830,157 | 3.84% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
4,283,474 | $394,979,137 | 3.52% | |
| CLH |
Clean Harbors Inc
Industrials
|
1,338,281 | $383,725,311 | 3.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,807,523 | $376,452,815 | 3.35% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
25,890,701 | $372,049,373 | 3.31% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
725,005 | $356,361,707 | 3.17% |
Portfolio Trend
24 quarters · across all stocks
Holdings in SGI
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $346,568,228 | 4,688,423 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $181,448,179 | 2,666,395 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $80,033,631 | 1,336,567 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $6,265,259 | 132,346 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $73,648,493 | 1,296,172 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $340,350,747 | 6,677,472 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $410,010,138 | 9,460,317 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $378,332,324 | 9,441,785 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $237,207,939 | 6,006,785 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $103,568,529 | 3,016,852 | Shares | Sole | 2023-02-14 | |
| 2021-09-30 | $167,122,410 | 3,601,000 | Shares | Sole | 2021-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||