D1 Capital Partners L.P. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$6.5T
Holdings
41
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CARTMAPLEBEAR INC | 22,551,414 | $899.6B | 13.78% | |
| 2 | ENQENTEGRIS INC | 4,224,574 | $369.6B | 5.66% | |
| 3 | SCHWSCHWAB CHARLES CORP | 4,355,608 | $341.0B | 5.22% | |
| 4 | XPOXPO INC | 3,052,186 | $328.4B | 5.03% | |
| 5 | BACBANK AMERICA CORP | 7,299,000 | $304.6B | 4.67% | |
| 6 | AKXANSYS INC | 864,345 | $273.6B | 4.19% | |
| 7 | ELVELEVANCE HEALTH INC | 578,411 | $251.6B | 3.85% | |
| 8 | CNMCORE & MAIN INC | 4,945,680 | $238.9B | 3.66% | |
| 9 | 4I1PHILIP MORRIS INTL INC | 1,505,033 | $238.9B | 3.66% | |
| 10 | RCLROYAL CARIBBEAN GROUP | 1,114,713 | $229.0B | 3.51% | |
| 11 | APPAPPLOVIN CORP | 790,000 | $209.3B | 3.21% | |
| 12 | ALKALASKA AIR GROUP INC | 4,130,000 | $203.3B | 3.11% | |
| 13 | RDDTREDDIT INC | 1,788,000 | $187.6B | 2.87% | |
| 14 | PRMBPRIMO BRANDS CORPORATION | 5,224,266 | $185.4B | 2.84% | |
| 15 | AMZNAMAZON COM INC | 951,234 | $181.0B | 2.77% | |
| 16 | APOAPOLLO GLOBAL MGMT INC | 1,276,209 | $174.8B | 2.68% | |
| 17 | CPCANADIAN PACIFIC KANSAS CITY | 2,327,000 | $163.4B | 2.50% | |
| 18 | BDXBECTON DICKINSON & CO | 672,000 | $153.9B | 2.36% | |
| 19 | COFCAPITAL ONE FINL CORP | 811,000 | $145.4B | 2.23% | |
| 20 | LINELINEAGE INC | 2,457,061 | $144.1B | 2.21% | |
| 21 | SNPSSYNOPSYS INC | 334,700 | $143.5B | 2.20% | |
| 22 | CRLCHARLES RIV LABS INTL INC | 777,489 | $117.0B | 1.79% | |
| 23 | CRSCARPENTER TECHNOLOGY CORP | 616,644 | $111.7B | 1.71% | |
| 24 | GEHCGE HEALTHCARE TECHNOLOGIES I | 1,249,584 | $100.9B | 1.55% | |
| 25 | NUNU HLDGS LTD | 9,803,000 | $100.4B | 1.54% | |
| 26 | USFDUS FOODS HLDG CORP | 1,322,000 | $86.5B | 1.33% | |
| 27 | TPDSOMNIGROUP INTERNATIONAL INC | 1,336,567 | $80.0B | 1.23% | |
| 28 | CVNACARVANA CO | 370,000 | $77.4B | 1.19% | |
| 29 | TOLTOLL BROTHERS INC | 690,000 | $72.9B | 1.12% | |
| 30 | BBWIBATH & BODY WORKS INC | 2,200,000 | $66.7B | 1.02% | |
| 31 | KRCKILROY RLTY CORP | 1,887,000 | $61.8B | 0.95% | |
| 32 | LENLENNAR CORP | 468,433 | $53.8B | 0.82% | |
| 33 | CDNSCADENCE DESIGN SYSTEM INC | 198,000 | $50.4B | 0.77% | |
| 34 | CLHCLEAN HARBORS INC | 193,022 | $38.0B | 0.58% | |
| 35 | AFRMAFFIRM HLDGS INC | 820,000 | $37.1B | 0.57% | |
| 36 | INTCINTEL CORP | 1,443,000 | $32.8B | 0.50% | |
| 37 | AMATAPPLIED MATLS INC | 205,000 | $29.7B | 0.46% | |
| 38 | LRCXLAM RESEARCH CORP | 403,000 | $29.3B | 0.45% | |
| 39 | QSRRESTAURANT BRANDS INTL INC | 92,833 | $6.2B | 0.09% | |
| 40 | WRBYWARBY PARKER INC | 257,306 | $4.7B | 0.07% | |
| 41 | LXEOLEXEO THERAPEUTICS INC | 978,652 | $3.4B | 0.05% |