D1 Capital Partners L.P.
D1 Capital Partners L.P. reported 55 positions worth $34.78B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPCX (61.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPCX | SH | $21.54B | 61.91% | 126,042,232 | — | — | |
| ▸ 2 | CART | SH | $1.07B | 3.07% | 22,564,435 | — | — | |
| ▸ 3 | JHX | SH | $721.1M | 2.07% | 27,545,516 | — | — | |
| ▸ 4 | NU | SH | $593.4M | 1.71% | 44,418,543 | — | — | |
| ▸ 5 | JCI | SH | $548.2M | 1.58% | 3,751,887 | — | — | |
| ▸ 6 | MELI | SH | $471.0M | 1.35% | 277,475 | — | — | |
| ▸ 7 | USFD | SH | $460.3M | 1.32% | 4,501,964 | — | — | |
| ▸ 8 | DHR | SH | $434.7M | 1.25% | 2,282,039 | — | — | |
| ▸ 9 | SHW | SH | $431.3M | 1.24% | 1,252,471 | — | — | |
| ▸ 10 | RDDT | SH | $427.8M | 1.23% | 2,464,411 | — | — |
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Frequently Asked Questions
What stocks does D1 Capital Partners L.P. hold as of Q2 2026?
D1 Capital Partners L.P. reported 55 positions worth $34.78B in its Q2 2026 13F filing. Largest positions: SPCX (61.9%), CART (3.1%), JHX (2.1%), NU (1.7%) and JCI (1.6%).
What did D1 Capital Partners L.P. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did D1 Capital Partners L.P. sell in Q2 2026?
No previous quarter is available yet.
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.