Q3 2025 · 13F-HR
D1 Capital Partners L.P.holdings as filed
Filed 2025-11-14 · accession 0001172661-25-004963
$8.71B
Reported value
38
Positions
2025-09-30
Period end
The Brief · D1 Capital Partners L.P. · Q3 2025
AI · grounded in 13F
D1 Capital Partners L.P. established a new position in Maplebear Inc CART valued at $829.2M. The fund also initiated new stakes in Applovin Corp APP for $601.3M and Clean Harbors Inc CLH for $567.9M. Additional new positions include Reddit Inc RDDT at $465.6M and Flowserve Corp FLS at $397.5M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 565394103 | CART | MAPLEBEAR INC | $829.2M | 9.52% | 22,558,255 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $601.3M | 6.90% | 836,782 | Common | SOLE |
| 184496107 | CLH | CLEAN HARBORS INC | $567.9M | 6.52% | 2,445,583 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $465.6M | 5.35% | 2,024,597 | Common | SOLE |
| 34354P105 | FLS | FLOWSERVE CORP | $397.5M | 4.56% | 7,479,351 | Common | SOLE |
| G4253H101 | JHX | JAMES HARDIE INDS PLC | $364.9M | 4.19% | 18,997,847 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $364.9M | 4.19% | 3,821,904 | Common | SOLE |
| 49427F108 | KRC | KILROY RLTY CORP | $358.4M | 4.12% | 8,482,654 | Common | SOLE |
| 983793100 | XPO | XPO INC | $323.9M | 3.72% | 2,505,738 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $301.0M | 3.46% | 128,803 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $285.0M | 3.27% | 5,524,547 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $278.7M | 3.20% | 5,176,680 | Common | SOLE |
| 741623102 | PRMB | PRIMO BRANDS CORPORATION | $261.1M | 3.00% | 11,814,815 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $257.5M | 2.96% | 3,361,200 | Common | SOLE |
| 53566V106 | LINE | LINEAGE INC | $238.9M | 2.74% | 6,181,894 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $231.0M | 2.65% | 1,292,643 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $220.2M | 2.53% | 667,400 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $208.6M | 2.40% | 981,310 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $199.3M | 2.29% | 271,400 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $180.2M | 2.07% | 908,691 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $163.0M | 1.87% | 10,178,933 | Common | SOLE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $154.5M | 1.77% | 1,159,000 | Common | SOLE |
| 499049104 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $147.4M | 1.69% | 3,730,000 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $138.1M | 1.59% | 1,206,000 | Common | SOLE |
| 144285103 | CRS | CARPENTER TECHNOLOGY CORP | $124.1M | 1.42% | 505,329 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $120.1M | 1.38% | 740,308 | Common | SOLE |
| 974155103 | WING | WINGSTOP INC | $118.8M | 1.36% | 472,135 | Common | SOLE |
| 011659109 | ALK | ALASKA AIR GROUP INC | $116.4M | 1.34% | 2,338,340 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $115.0M | 1.32% | 616,600 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $106.3M | 1.22% | 1,149,981 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $77.4M | 0.89% | 156,783 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $75.8M | 0.87% | 2,204,600 | Common | SOLE |
| 36266G107 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $74.7M | 0.86% | 994,584 | Common | SOLE |
| 546347105 | LPX | LOUISIANA PAC CORP | $71.4M | 0.82% | 803,906 | Common | SOLE |
| 278768106 | SATS | ECHOSTAR CORP | $62.8M | 0.72% | 822,200 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $59.9M | 0.69% | 820,000 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $40.6M | 0.47% | 30,800 | Common | SOLE |
| 52886X107 | LXEO | LEXEO THERAPEUTICS INC | $6.5M | 0.07% | 978,652 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.