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D1 Capital Partners L P

Portfolio Manager
D1 Capital Partners L P
Performance
-6.14% (2026 Q1)
AUM (13F)
$11.23B
# of Holdings
44
Performance Rank
Allocation (Top 20)
69.99%

D1 Capital Partners L P Holdings Map

Top 44 D1 Capital Partners L P Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CART
MAPLEBEAR INC
7.52%22.56M$845.0M
+0.00%(+0)
2025-Q1: 22.55M shares2025-Q2: 22.56M shares2025-Q3: 22.56M shares2025-Q4: 22.56M shares2026-Q1: 22.56M shares
$29.69(+54.17%)
2026-03-31
MELI
MERCADOLIBRE INC
5.75%373.7K$646.1M
+66.46%(+149.19K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 128.8K shares2025-Q4: 224.5K shares2026-Q1: 373.7K shares
$2084.75(-15.42%)
2026-03-31
JHX
JAMES HARDIE INDS PLC
4.77%28.30M$536.0M
+15.97%(+3.90M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 19.00M shares2025-Q4: 24.40M shares2026-Q1: 28.30M shares
$22.02(+17.20%)
2026-03-31
DHR
DANAHER CORP DEL
3.89%2.30M$436.9M
+311.66%(+1.74M)
2025-Q1: 0 shares2025-Q2: 162.5K shares2025-Q3: 908.7K shares2025-Q4: 559.7K shares2026-Q1: 2.30M shares
$206.67(-4.23%)
2026-03-31
FLS
FLOWSERVE CORP
3.84%5.87M$431.8M
-23.29%(-1.78M)
2025-Q1: 0 shares2025-Q2: 1.69M shares2025-Q3: 7.48M shares2025-Q4: 7.66M shares2026-Q1: 5.87M shares
$52.46(+37.89%)
2026-03-31
USFD
US FOODS HLDG CORP
3.52%4.28M$395.0M
+0.00%(+0)
2025-Q1: 1.32M shares2025-Q2: 1.03M shares2025-Q3: 3.36M shares2025-Q4: 4.28M shares2026-Q1: 4.28M shares
$74.14(+40.67%)
2026-03-31
CLH
CLEAN HARBORS INC
3.42%1.34M$383.7M
-51.89%(-1.44M)
2025-Q1: 193.0K shares2025-Q2: 1.44M shares2025-Q3: 2.45M shares2025-Q4: 2.78M shares2026-Q1: 1.34M shares
$222.76(+30.72%)
2026-03-31
AMZN
AMAZON COM INC
3.35%1.81M$376.5M
+34.84%(+467.00K)
2025-Q1: 951.2K shares2025-Q2: 700.9K shares2025-Q3: 0 shares2025-Q4: 1.34M shares2026-Q1: 1.81M shares
$206.89(+17.29%)
2026-03-31
NU
NU HLDGS LTD
3.31%25.89M$372.0Mnew2025-Q1: 9.80M shares2025-Q2: 24.13M shares2025-Q3: 10.18M shares2025-Q4: 0 shares2026-Q1: 25.89M shares
$13.56(+0.38%)
2026-03-31
TMO
THERMO FISHER SCIENTIFIC INC
3.17%725.0K$356.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 725.0K shares
$535.49(-2.25%)
2026-03-31

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