D1 Capital Partners L.P. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$7.2T
Holdings
33
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CARTMAPLEBEAR INC | 22,558,255 | $1.0T | 14.17% | |
| 2 | XPOXPO INC | 3,144,916 | $397.2B | 5.51% | |
| 3 | BACBANK AMERICA CORP | 7,965,147 | $376.9B | 5.23% | |
| 4 | CNMCORE & MAIN INC | 6,012,680 | $362.9B | 5.04% | |
| 5 | ENQENTEGRIS INC | 4,169,614 | $336.3B | 4.67% | |
| 6 | CLHCLEAN HARBORS INC | 1,443,637 | $333.7B | 4.63% | |
| 7 | NUNU HLDGS LTD | 24,132,933 | $331.1B | 4.60% | |
| 8 | SCHWSCHWAB CHARLES CORP | 3,523,904 | $321.5B | 4.46% | |
| 9 | RDDTREDDIT INC | 1,927,000 | $290.1B | 4.03% | |
| 10 | APPAPPLOVIN CORP | 789,982 | $276.6B | 3.84% | |
| 11 | COFCAPITAL ONE FINL CORP | 1,162,000 | $247.2B | 3.43% | |
| 12 | AKXANSYS INC | 654,435 | $229.9B | 3.19% | |
| 13 | CRSCARPENTER TECHNOLOGY CORP | 822,387 | $227.3B | 3.16% | |
| 14 | 4I1PHILIP MORRIS INTL INC | 1,225,033 | $223.1B | 3.10% | |
| 15 | LINELINEAGE INC | 4,622,594 | $201.2B | 2.79% | |
| 16 | APOAPOLLO GLOBAL MGMT INC | 1,415,000 | $200.7B | 2.79% | |
| 17 | DHID R HORTON INC | 1,539,410 | $198.5B | 2.75% | |
| 18 | TOLTOLL BROTHERS INC | 1,603,881 | $183.1B | 2.54% | |
| 19 | TPDSOMNIGROUP INTERNATIONAL INC | 2,666,395 | $181.4B | 2.52% | |
| 20 | LPXLOUISIANA PAC CORP | 1,812,000 | $155.8B | 2.16% | |
| 21 | ALKALASKA AIR GROUP INC | 3,142,948 | $155.5B | 2.16% | |
| 22 | AMZNAMAZON COM INC | 700,887 | $153.8B | 2.13% | |
| 23 | PRMBPRIMO BRANDS CORPORATION | 4,810,019 | $142.5B | 1.98% | |
| 24 | ELVELEVANCE HEALTH INC | 326,411 | $127.0B | 1.76% | |
| 25 | FLSFLOWSERVE CORP | 1,686,000 | $88.3B | 1.23% | |
| 26 | GEHCGE HEALTHCARE TECHNOLOGIES I | 1,159,584 | $85.9B | 1.19% | |
| 27 | USFDUS FOODS HLDG CORP | 1,032,000 | $79.5B | 1.10% | |
| 28 | KRCKILROY RLTY CORP | 1,887,000 | $64.7B | 0.90% | |
| 29 | VIKVIKING HOLDINGS LTD | 1,150,443 | $61.3B | 0.85% | |
| 30 | BDXBECTON DICKINSON & CO | 335,272 | $57.8B | 0.80% | |
| 31 | AFRMAFFIRM HLDGS INC | 820,000 | $56.7B | 0.79% | |
| 32 | DHRDANAHER CORPORATION | 162,507 | $32.1B | 0.45% | |
| 33 | LXEOLEXEO THERAPEUTICS INC | 978,652 | $3.9B | 0.05% |