D1 Capital Partners L.P.
CIK 0001747057 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$34.78B
2026 Q2
Positions
55
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
76.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPCX
SPACE EXPLORATION TECHN CORP
61.9%
CART
MAPLEBEAR INC
3.1%
JHX
JAMES HARDIE INDS PLC
2.1%
NU
NU HLDGS LTD
1.7%
JCI
JOHNSON CONTROLS INTERNATION
1.6%
MELI
MERCADOLIBRE INC
1.4%
USFD
US FOODS HLDG CORP
1.3%
DHR
DANAHER CORP DEL
1.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.