Institutional Fund
D1 Capital Partners L.P.
New York, NYCIK 17470575 filings on record
Portfolio Value
$11.23B
Q1 2026
Holdings
44
Reported positions
New Buys
16
Opened this quarter
QoQ Change
+5.0%
from $10.70B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Maplebear Inc7.5%
- Mercadolibre Inc5.8%
- James Hardie Inds PLC4.8%
- Danaher Corporation3.9%
- Flowserve Corp3.8%
- Us Foods Hldg Corp3.5%
- Other70.7%
Portfolio Holdings
44 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Maplebear Inc | 22.56M | $845.03M | 7.5% | 0 | Held |
| 2 | Mercadolibre Inc | 373.7K | $646.09M | 5.8% | +149.2K | Added |
| 3 | James Hardie Inds PLC | 28.30M | $536.01M | 4.8% | +3.90M | Added |
| 4 | Danaher Corporation | 2.30M | $436.87M | 3.9% | +1.74M | Added |
| 5 | Flowserve Corp | 5.87M | $431.83M | 3.8% | −1.78M | Reduced |
| 6 | Us Foods Hldg Corp | 4.28M | $394.98M | 3.5% | 0 | Held |
| 7 | Clean Harbors Inc | 1.34M | $383.73M | 3.4% | −1.44M | Reduced |
| 8 | Amazon Com Inc | 1.81M | $376.45M | 3.4% | +467.0K | Added |
| 9 | Nu Hldgs Ltd | 25.89M | $372.05M | 3.3% | +25.89M | New |
| 10 | Thermo Fisher Scientific Inc | 725.0K | $356.36M | 3.2% | +725.0K | New |
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