D1 Capital Partners L.P.

FundNew York · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$34.8B

Reported value of US stock holdings on Jun 30, the filing's own figure

55 positions · filed Aug 14, 45 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 14 · against the report before it

New positions

21, biggest 4

SPCX SPACE EXPLORATION TECHN CORP 126.0M shares61.9% of this fund's holdings

META META PLATFORMS INC 567K shares0.9% of this fund's holdings

ISRG INTUITIVE SURGICAL INC 574K shares0.7% of this fund's holdings

COMP COMPASS INC 15.2M shares0.5% of this fund's holdings

Sold out

10, biggest 4

KNX KNIGHT-SWIFT TRANSN HLDGS IN All 5.5M shares

AVGO BROADCOM INC All 981K shares

NVDA NVIDIA CORPORATION All 1.6M shares

XPO XPO INC All 1.3M shares

Added to

14, biggest 4

NU NU HLDGS LTD +18.5M shares+72%

JCI JOHNSON CONTROLS INTERNATION +2.5M shares+207%

USFD US FOODS HLDG CORP +218K shares+5%

SHW SHERWIN WILLIAMS CO +779K shares+164%

Trimmed

13, biggest 4

JHX JAMES HARDIE INDS PLC −755K shares−3%

MELI MERCADOLIBRE INC −96,200 shares−26%

KRC KILROY REALTY CORP −777K shares−7%

FLS FLOWSERVE CORP −906K shares−15%

Top holdings

Reference, not news

Top holdings · 55 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 SPCX SPACE EXPLORATION TECHN CORP 126.0M 61.9% New

2 CART MAPLEBEAR INC 22.6M 3.1% No change

3 JHX JAMES HARDIE INDS PLC 27.5M 2.1% −3%

4 NU NU HLDGS LTD 44.4M 1.7% +72%

5 JCI JOHNSON CONTROLS INTERNATION 3.8M 1.6% +207%

6 MELI MERCADOLIBRE INC 277K 1.4% −26%

7 USFD US FOODS HLDG CORP 4.5M 1.3% +5%

8 DHR DANAHER CORP DEL 2.3M 1.2% −1%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.