D1 Capital Partners L.P. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$10.7B
Holdings
42
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CARTMAPLEBEAR INC | 22,558,255 | $1.0B | 9.48% | |
| 2 | CLHCLEAN HARBORS INC | 2,781,882 | $652.3M | 6.10% | |
| 3 | FLSFLOWSERVE CORP | 7,657,602 | $531.3M | 4.96% | |
| 4 | JHXJAMES HARDIE INDS PLC | 24,402,713 | $506.4M | 4.73% | |
| 5 | RDDTREDDIT INC | 2,118,597 | $487.0M | 4.55% | |
| 6 | MLB1MERCADOLIBRE INC | 224,481 | $452.2M | 4.22% | |
| 7 | APPAPPLOVIN CORP | 669,282 | $451.0M | 4.21% | |
| 8 | SESEA LTD | 3,485,043 | $444.6M | 4.15% | |
| 9 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 7,718,299 | $403.5M | 3.77% | |
| 10 | KRCKILROY RLTY CORP | 10,400,212 | $388.7M | 3.63% | |
| 11 | USFDUS FOODS HLDG CORP | 4,283,474 | $322.6M | 3.01% | |
| 12 | SCHWSCHWAB CHARLES CORP | 3,154,790 | $315.2M | 2.95% | |
| 13 | SHWSHERWIN WILLIAMS CO | 962,124 | $311.8M | 2.91% | |
| 14 | AMZNAMAZON COM INC | 1,340,523 | $309.4M | 2.89% | |
| 15 | XPOXPO INC | 2,035,042 | $276.6M | 2.58% | |
| 16 | LINELINEAGE INC | 7,402,229 | $259.1M | 2.42% | |
| 17 | DISDISNEY WALT CO | 2,215,000 | $252.0M | 2.35% | |
| 18 | METAMETA PLATFORMS INC | 376,162 | $248.3M | 2.32% | |
| 19 | SPOTSPOTIFY TECHNOLOGY S A | 395,900 | $229.9M | 2.15% | |
| 20 | NVDANVIDIA CORPORATION | 1,149,711 | $214.4M | 2.00% | |
| 21 | ENQENTEGRIS INC | 2,493,416 | $210.1M | 1.96% | |
| 22 | LINLINDE PLC | 483,808 | $206.3M | 1.93% | |
| 23 | SATSECHOSTAR CORP | 1,855,800 | $201.7M | 1.88% | |
| 24 | COFCAPITAL ONE FINL CORP | 828,210 | $200.7M | 1.88% | |
| 25 | SNPSSYNOPSYS INC | 378,350 | $177.7M | 1.66% | |
| 26 | APOAPOLLO GLOBAL MGMT INC | 1,159,000 | $167.8M | 1.57% | |
| 27 | JCIJOHNSON CTLS INTL PLC | 1,354,486 | $162.2M | 1.52% | |
| 28 | GEHCGE HEALTHCARE TECHNOLOGIES I | 1,763,284 | $144.6M | 1.35% | |
| 29 | CNMCORE & MAIN INC | 2,647,789 | $137.6M | 1.29% | |
| 30 | ADSKAUTODESK INC | 455,658 | $134.9M | 1.26% | |
| 31 | DHRDANAHER CORPORATION | 559,727 | $128.1M | 1.20% | |
| 32 | ANETARISTA NETWORKS INC | 962,429 | $126.1M | 1.18% | |
| 33 | AVGOBROADCOM INC | 358,548 | $124.1M | 1.16% | |
| 34 | APGAPI GROUP CORP | 2,204,600 | $84.3M | 0.79% | |
| 35 | TXNTEXAS INSTRS INC | 485,818 | $84.3M | 0.79% | |
| 36 | QQNITY ELECTRONICS INC | 937,135 | $76.5M | 0.71% | |
| 37 | BACBANK AMERICA CORP | 1,245,247 | $68.5M | 0.64% | |
| 38 | AFRMAFFIRM HLDGS INC | 820,000 | $61.0M | 0.57% | |
| 39 | NINISOURCE INC | 1,214,570 | $50.7M | 0.47% | |
| 40 | AEPAMERICAN ELEC PWR CO INC | 344,100 | $39.7M | 0.37% | |
| 41 | PURRHYPERLIQUID STRATEGIES INC | 8,000,000 | $28.5M | 0.27% | |
| 42 | MDLNMEDLINE INC | 377,131 | $15.8M | 0.15% |