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 |
|---|---|---|---|---|
| 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
Holdings in SPOT
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $165,108,945 | 340,494 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $229,903,089 | 395,900 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $145,959,514 | 326,254 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $222,685,726 | 604,254 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $213,396,341 | 680,061 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $169,967,697 | 644,061 | Shares | Sole | 2024-05-15 | |
| 2021-09-30 | $9,013,600 | 40,000 | Shares | Sole | 2021-11-15 | |
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