SEC EDGAR Form 13F
D1 Capital Partners
D1 Capital Partners is a Daniel Sundheim-controlled pooled-investment adviser whose Form 13F filings reflect only the reportable U.S.-listed portion of its portfolio.
Latest Form 13F: 44 long U.S. equity positions, $11.2B reported value for the period ended Mar 31, 2026, led by MAPLEBEAR INC, MERCADOLIBRE INC, and JAMES HARDIE INDS PLC.
CIK: 1747057 · Filed: May 15, 2026 · Period: Mar 31, 2026
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →Top reported holdings
Showing the top 44 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-15.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | CART | MAPLEBEAR INC | 22.6M | $845M | 7.52% | +0.0% |
| 2 | MELI | MERCADOLIBRE INC | 373.7K | $646M | 5.75% | +66.5% |
| 3 | JHX | JAMES HARDIE INDS PLC | 28.3M | $536M | 4.77% | +16.0% |
| 4 | DHR | DANAHER CORP DEL | 2.3M | $437M | 3.89% | +311.7% |
| 5 | FLS | FLOWSERVE CORP | 5.9M | $432M | 3.84% | -23.3% |
| 6 | USFD | US FOODS HLDG CORP | 4.3M | $395M | 3.52% | +0.0% |
| 7 | CLH | CLEAN HARBORS INC | 1.3M | $384M | 3.42% | -51.9% |
| 8 | AMZN | AMAZON COM INC | 1.8M | $376M | 3.35% | +34.8% |
| 9 | NU | NU HLDGS LTD | 25.9M | $372M | 3.31% | -- |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | 725.0K | $356M | 3.17% | -- |
| 11 | SGI | SOMNIGROUP INTERNATIONAL INC | 4.7M | $347M | 3.09% | -- |
| 12 | TXN | TEXAS INSTRS INC | 1.8M | $340M | 3.03% | +260.8% |
| 13 | SE | SEA LTD | 4.1M | $336M | 2.99% | +16.3% |
| 14 | RDDT | REDDIT INC | 2.5M | $331M | 2.95% | +16.1% |
| 15 | KRC | KILROY REALTY CORP | 11.3M | $318M | 2.83% | +8.4% |
| 16 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 5.5M | $316M | 2.81% | -28.9% |
| 17 | AVGO | BROADCOM INC | 981.5K | $304M | 2.70% | +173.7% |
| 18 | NVDA | NVIDIA CORPORATION | 1.6M | $274M | 2.44% | +36.5% |
| 19 | APP | APPLOVIN CORP | 669.3K | $266M | 2.37% | +0.0% |
| 20 | XPO | XPO INC | 1.3M | $251M | 2.23% | -36.7% |
| 21 | LINE | LINEAGE INC | 7.4M | $242M | 2.16% | +0.0% |
| 22 | DIS | DISNEY WALT CO | 2.4M | $227M | 2.02% | +6.3% |
| 23 | SCHW | SCHWAB CHARLES CORP | 2.4M | $222M | 1.97% | -25.3% |
| 24 | CPNG | COUPANG INC | 11.6M | $219M | 1.95% | -- |
| 25 | DASH | DOORDASH INC | 1.4M | $216M | 1.92% | -- |
| 26 | CVNA | CARVANA CO | 668.4K | $210M | 1.87% | -- |
| 27 | COF | CAPITAL ONE FINL CORP | 1.1M | $204M | 1.81% | +34.8% |
| 28 | MLM | MARTIN MARIETTA MATLS INC | 322.9K | $190M | 1.69% | -- |
| 29 | SPOT | SPOTIFY TECHNOLOGY S A | 340.5K | $165M | 1.47% | -14.0% |
| 30 | JCI | JOHNSON CONTROLS INTERNATION | 1.2M | $160M | 1.43% | -9.6% |
| 31 | CLS | CELESTICA INC | 541.6K | $153M | 1.36% | -- |
| 32 | SHW | SHERWIN WILLIAMS CO | 473.8K | $152M | 1.35% | -50.8% |
| 33 | GOOGL | ALPHABET INC | 468.9K | $135M | 1.20% | -- |
| 34 | APO | APOLLO GLOBAL MGMT INC | 1.2M | $129M | 1.15% | +0.0% |
| 35 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 328.6K | $111M | 0.99% | -- |
| 36 | LYV | LIVE NATION ENTERTAINMENT IN | 674.3K | $103M | 0.92% | -- |
| 37 | ADI | ANALOG DEVICES INC | 292.4K | $93M | 0.83% | -- |
| 38 | AFRM | AFFIRM HLDGS INC | 1.9M | $89M | 0.79% | +136.2% |
| 39 | FERG | FERGUSON ENTERPRISES INC | 349.3K | $81M | 0.73% | -- |
| 40 | BLD | TOPBUILD COR | 213.4K | $75M | 0.67% | -- |
| 41 | ADSK | AUTODESK INC | 308.9K | $74M | 0.66% | -32.2% |
| 42 | U | UNITY SOFTWARE INC | 3.3M | $72M | 0.64% | -- |
| 43 | PURR | HYPERLIQUID STRATEGIES INC | 8.0M | $41M | 0.36% | +0.0% |
| 44 | ASML | ASML HLDG NV | 6.8K | $9M | 0.08% | -- |