D1 Capital Partners L.P.: 13F holdings
CIK 17470572026Q2
| Positions | 55 |
|---|
| Reported value | $34.8bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 55 (+11 vs prior quarter) |
|---|
| Reported value | $34.8bn (+209.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPCX SPACE EXPLORATION TECHN CORP | 126,042,232 | $21.5bn | 61.9% |
| CART MAPLEBEAR INC | 22,564,435 | $1.1bn | 3.1% |
| JHX JAMES HARDIE INDS PLC | 27,545,516 | $721.1m | 2.1% |
| NU HLDGS LTD | 44,418,543 | $593.4m | 1.7% |
| JOHNSON CONTROLS INTERNATION | 3,751,887 | $548.2m | 1.6% |
| MELI MERCADOLIBRE INC | 277,475 | $471.0m | 1.4% |
| USFD US FOODS HLDG CORP | 4,501,964 | $460.3m | 1.3% |
| DHR DANAHER CORP DEL | 2,282,039 | $434.7m | 1.2% |
| SHW SHERWIN WILLIAMS CO | 1,252,471 | $431.3m | 1.2% |
| RDDT REDDIT INC | 2,464,411 | $427.8m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1747057")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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