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Data sourced from SEC EDGAR 13F filings

© 2026 Super Investor · Not financial advice

D1 Capital Partners LP

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
44
Portfolio value:
$11,232,640,000
Filed:
May 15, 2026
CIK:
1747057
HistStockActivityShare change% change to portfolio
Q1 2026filed May 15, 2616 new13 added9 reduced14 exited
≡CLH – CLEAN HARBORS INCReduce 52.00%−1,443,601−2.68
≡META – META PLATFORMS INCSell−376,162−2.32
≡ENTG – ENTEGRIS INCSell−2,493,416−1.96
≡LIN – LINDE PLCSell−483,808−1.93
≡SATS – ECHOSTAR CORPSell−1,855,800−1.88
≡SNPS – SYNOPSYS INCSell−378,350−1.66
≡SHW – SHERWIN WILLIAMS COReduce 51.00%−488,371−1.56
≡GEHC – GE HEALTHCARE TECHNOLOGIES ISell−1,763,284−1.35
≡CNM – CORE & MAIN INCSell−2,647,789−1.29
≡ANET – ARISTA NETWORKS INCSell−962,429−1.18
≡FLS – FLOWSERVE CORPReduce 23.00%−1,783,161−1.12
≡SCHW – SCHWAB CHARLES CORPReduce 25.00%−797,400−0.97
≡KNX – KNIGHT-SWIFT TRANSN HLDGS INReduce 29.00%−2,226,736−0.96
≡APG – API GROUP CORPSell−2,204,600−0.79
≡Q – QNITY ELECTRONICS INCSell−937,135−0.71
≡SPOT – SPOTIFY TECHNOLOGY S AReduce 14.00%−55,406−0.68
≡BAC – BANK AMERICA CORPSell−1,245,247−0.64
≡ADSK – AUTODESK INCReduce 32.00%−146,751−0.60
≡NI – NISOURCE INCSell−1,214,570−0.47
≡AEP – AMERICAN ELEC PWR CO INCSell−344,100−0.37
≡XPO – XPO INCReduce 37.00%−747,412−0.35
≡MDLN – MEDLINE INCSell−377,131−0.15
≡JCI – JOHNSON CONTROLS INTERNATIONReduce 10.00%−130,431−0.09
Q4 2025filed Feb 17, 2613 new15 added8 reduced9 exited
≡PRMB – PRIMO BRANDS CORPORATIONSell−11,814,815−3.00
≡APP – APPLOVIN CORPReduce 20.00%−167,500−2.69
≡BAC – BANK AMERICA CORPReduce 77.00%−4,279,300−2.63
≡CNM – CORE & MAIN INCReduce 49.00%−2,528,891
Q3 2025filed Nov 14, 2513 new9 added12 reduced8 exited
≡ENTG – ENTEGRIS INCReduce 72.00%−3,019,633−3.45
≡AKX – ANSYS INCSell−654,435−3.19
≡DHI – D R HORTON INCSell−1,539,410−2.75
≡NU – NU HLDGS LTDReduce 58.00%−13,954,000
Q2 2025filed Aug 14, 255 new11 added10 reduced13 exited
≡RCL – ROYAL CARIBBEAN GROUPSell−1,114,713−3.51
≡CP – CANADIAN PACIFIC KANSAS CITYSell−2,327,000−2.50
≡SNPS – SYNOPSYS INCSell−334,700−2.20
≡ELV – ELEVANCE HEALTH INCReduce 44.00%−252,000
Q1 2025filed May 15, 2518 new8 added13 reduced12 exited
≡STZ – CONSTELLATION BRANDS INCSell−1,527,689−5.61
≡PM – PHILIP MORRIS INTL INCReduce 59.00%−2,125,000−3.60
≡GEHC – GE HEALTHCARE TECHNOLOGIES IReduce 64.00%−2,237,000−2.99
≡MMM – 3M COSell−1,356,493
Q4 2024filed Feb 14, 2516 new9 added7 reduced15 exited
≡XPO – XPO INCReduce 57.00%−2,677,204−5.35
≡BAC – BANK AMERICA CORPSell−4,406,706−3.38
≡AMZN – AMAZON COM INCReduce 66.00%−802,000−2.87
≡HDB – HDFC BANK LTDSell−1,924,045
Q3 2024filed Nov 14, 2411 new3 added15 reduced12 exited
≡LEN – LENNAR CORPReduce 83.00%−2,018,000−4.66
≡GEV – GE VERNOVA INCSell−1,367,462−3.96
≡PFE – PFIZER INCSell−7,621,000−3.60
≡NU – NU HLDGS LTDSell−14,605,159
Q2 2024filed Aug 14, 2411 new9 added12 reduced10 exited
≡EQR – EQUITY RESIDENTIALSell−6,928,682−6.65
≡META – META PLATFORMS INCSell−786,252−5.81
≡GOOGL – ALPHABET INCSell−2,373,083−5.45
≡PODD – INSULET CORPReduce 73.00%−726,517
Q1 2024filed May 15, 2412 new8 added8 reduced6 exited
≡SGI – TEMPUR SEALY INTL INCReduce 81.00%−5,381,300−4.86
≡GE – GENERAL ELECTRIC COSell−1,872,652−4.20
≡NU – NU HLDGS LTDReduce 62.00%−20,689,739−2.58
≡MSFT – MICROSOFT CORPReduce 48.00%−309,000
Q4 2023filed Feb 14, 243 new5 added14 reduced12 exited
≡MSFT – MICROSOFT CORPReduce 62.00%−1,064,448−3.52
≡RIVN – RIVIAN AUTOMOTIVE INCReduce 56.00%−7,617,566−2.30
≡YUM – YUM BRANDS INCSell−900,000−1.62
≡VVV – VALVOLINE INCSell−3,285,031
Q3 2023filed Nov 14, 2312 new10 added10 reduced13 exited
≡UNH – UNITEDHEALTH GROUP INCSell−502,200−4.64
≡HLT – HILTON WORLDWIDE HLDGS INCReduce 67.00%−1,366,152−4.26
≡CPT – CAMDEN PPTY TRReduce 41.00%−1,110,000−3.52
≡AVB – AVALONBAY CMNTYS INCSell−808,348
Q2 2023filed Aug 14, 2311 new8 added10 reduced8 exited
≡AMZN – AMAZON COM INCSell−2,752,422−5.35
≡EXPE – EXPEDIA GROUP INCSell−2,571,725−4.70
≡LYV – LIVE NATION ENTERTAINMENT INSell−3,279,781−4.32
≡LOW – LOWES COS INCSell−930,731
−1.91
≡NU – NU HLDGS LTDSell−10,178,933−1.87
≡CRS – CARPENTER TECHNOLOGY CORPSell−505,329−1.42
≡PM – PHILIP MORRIS INTL INCSell−740,308−1.38
≡AVGO – BROADCOM INCReduce 46.00%−308,852−1.37
≡WING – WINGSTOP INCSell−472,135−1.36
≡ALK – ALASKA AIR GROUP INCSell−2,338,340−1.34
≡SCHW – SCHWAB CHARLES CORPReduce 17.00%−667,114−1.25
≡XPO – XPO INCReduce 19.00%−470,696−1.14
≡DHR – DANAHER CORPORATIONReduce 38.00%−348,964−0.87
≡LPX – LOUISIANA PAC CORPSell−803,906−0.82
≡COF – CAPITAL ONE FINL CORPReduce 16.00%−153,100−0.52
≡TDG – TRANSDIGM GROUP INCSell−30,800−0.47
≡LXEO – LEXEO THERAPEUTICS INCSell−978,652−0.07
−2.72
≡TOL – TOLL BROTHERS INCSell−1,603,881−2.54
≡SGI – SOMNIGROUP INTERNATIONAL INCSell−2,666,395−2.52
≡AMZN – AMAZON COM INCSell−700,887−2.13
≡BAC – BANK AMERICA CORPReduce 31.00%−2,440,600−1.96
≡CNM – CORE & MAIN INCReduce 14.00%−836,000−1.84
≡XPO – XPO INCReduce 20.00%−639,178−1.79
≡ELV – ELEVANCE HEALTH INCSell−326,411−1.76
≡CRS – CARPENTER TECHNOLOGY CORPReduce 39.00%−317,058−1.73
≡PM – PHILIP MORRIS INTL INCReduce 40.00%−484,725−1.72
≡LPX – LOUISIANA PAC CORPReduce 56.00%−1,008,094−1.34
≡COF – CAPITAL ONE FINL CORPReduce 16.00%−180,690−1.04
≡APO – APOLLO GLOBAL MGMT INCReduce 18.00%−256,000−1.01
≡VIK – VIKING HOLDINGS LTDSell−1,150,443−0.85
≡ALK – ALASKA AIR GROUP INCReduce 26.00%−804,608−0.82
≡BDX – BECTON DICKINSON & COSell−335,272−0.80
≡GEHC – GE HEALTHCARE TECHNOLOGIES IReduce 14.00%−165,000−0.33
−2.09
≡CRL – CHARLES RIV LABS INTL INCSell−777,489−1.79
≡BDX – BECTON DICKINSON & COReduce 50.00%−336,728−1.56
≡CVNA – CARVANA COSell−370,000−1.19
≡BBWI – BATH & BODY WORKS INCSell−2,200,000−1.02
≡AKX – ANSYS INCReduce 24.00%−209,910−1.00
≡ALK – ALASKA AIR GROUP INCReduce 24.00%−987,052−0.96
≡PRMB – PRIMO BRANDS CORPORATIONReduce 8.00%−414,247−0.86
≡LEN – LENNAR CORPSell−468,433−0.82
≡CDNS – CADENCE DESIGN SYSTEM INCSell−198,000−0.77
≡SCHW – SCHWAB CHARLES CORPReduce 19.00%−831,704−0.76
≡AMZN – AMAZON COM INCReduce 26.00%−250,347−0.64
≡PM – PHILIP MORRIS INTL INCReduce 19.00%−280,000−0.56
≡INTC – INTEL CORPSell−1,443,000−0.50
≡AMAT – APPLIED MATLS INCSell−205,000−0.46
≡LRCX – LAM RESEARCH CORPSell−403,000−0.45
≡GEHC – GE HEALTHCARE TECHNOLOGIES IReduce 7.00%−90,000−0.35
≡USFD – US FOODS HLDG CORPReduce 22.00%−290,000−0.22
≡QSR – RESTAURANT BRANDS INTL INCSell−92,833−0.09
≡WRBY – WARBY PARKER INCSell−257,306−0.07
−2.91
≡RCL – ROYAL CARIBBEAN GROUPReduce 29.00%−455,549−2.51
≡META – META PLATFORMS INCSell−252,188−2.45
≡SPOT – SPOTIFY TECHNOLOGY S ASell−326,254−2.43
≡LYV – LIVE NATION ENTERTAINMENT INSell−1,004,776−2.16
≡WRBY – WARBY PARKER INCReduce 95.00%−5,004,508−2.05
≡QSR – RESTAURANT BRANDS INTL INCReduce 95.00%−1,675,586−1.82
≡PTC – PTC INCSell−589,171−1.80
≡VST – VISTRA CORPSell−672,000−1.54
≡LINE – LINEAGE INCReduce 35.00%−1,296,537−1.45
≡WMG – WARNER MUSIC GROUP CORPSell−2,669,498−1.38
≡DAL – DELTA AIR LINES INC DELSell−1,326,000−1.33
≡MELI – MERCADOLIBRE INCSell−45,400−1.28
≡MDB – MONGODB INCSell−327,000−1.27
≡CRL – CHARLES RIV LABS INTL INCReduce 17.00%−158,331−1.08
≡ELV – ELEVANCE HEALTH INCReduce 28.00%−220,589−1.04
≡NU – NU HLDGS LTDReduce 34.00%−5,082,000−1.03
≡BBWI – BATH & BODY WORKS INCReduce 22.00%−632,000−0.80
≡TOL – TOLL BROTHERS INCReduce 18.00%−155,000−0.65
≡LEN – LENNAR CORPReduce 30.00%−204,000−0.64
≡YPF – YPF SOCIEDAD ANONIMASell−374,276−0.26
≡LXEO – LEXEO THERAPEUTICS INCReduce 56.00%−1,225,248−0.19
−2.33
≡SBUX – STARBUCKS CORPSell−1,192,028−2.24
≡XYZ – BLOCK INCSell−1,632,342−2.12
≡SPOT – SPOTIFY TECHNOLOGY S AReduce 46.00%−278,000−1.88
≡WMG – WARNER MUSIC GROUP CORPReduce 49.00%−2,595,000−1.81
≡VIK – VIKING HOLDINGS LTDSell−2,586,161−1.74
≡LYV – LIVE NATION ENTERTAINMENT INReduce 45.00%−823,904−1.71
≡MTZ – MASTEC INCSell−664,828−1.58
≡AME – AMETEK INCSell−464,633−1.54
≡CCL – CARNIVAL CORPSell−3,695,629−1.32
≡MSFT – MICROSOFT CORPSell−152,185−1.26
≡PDD – PDD HOLDINGS INCSell−384,000−1.00
≡CEG – CONSTELLATION ENERGY CORPSell−184,000−0.92
≡VRT – VERTIV HOLDINGS COSell−422,513−0.81
≡WRBY – WARBY PARKER INCReduce 33.00%−2,599,550−0.36
≡IREN – IRIS ENERGY LTDSell−1,534,000−0.25
≡HUT – HUT 8 CORPSell−912,000−0.22
≡LXEO – LEXEO THERAPEUTICS INCReduce 12.00%−302,707−0.20
≡BTDR – BITDEER TECHNOLOGIES GROUPSell−525,000−0.08
−3.18
≡ELV – ELEVANCE HEALTH INCSell−295,932−2.70
≡PM – PHILIP MORRIS INTL INCReduce 46.00%−2,798,671−2.69
≡CART – MAPLEBEAR INCReduce 22.00%−6,359,6082.07
≡INVH – INVITATION HOMES INCSell−3,400,874−2.06
≡WDAY – WORKDAY INCSell−518,000−1.95
≡MRVL – MARVELL TECHNOLOGY INCSell−1,547,987−1.83
≡LYV – LIVE NATION ENTERTAINMENT INReduce 48.00%−1,714,852−1.74
≡QSR – RESTAURANT BRANDS INTL INCReduce 53.00%−1,513,460−1.52
≡HDB – HDFC BANK LTDReduce 44.00%−1,507,953−1.40
≡FLUT – FLUTTER ENTMT PLCSell−434,500−1.34
≡MSFT – MICROSOFT CORPReduce 51.00%−159,700−1.09
≡PODD – INSULET CORPSell−270,652−0.92
≡FWONK – LIBERTY MEDIA CORP DELSell−624,392−0.76
≡SPOT – SPOTIFY TECHNOLOGY S AReduce 11.00%−75,8070.70
≡MTZ – MASTEC INCReduce 11.00%−78,1720.24
≡STZ – CONSTELLATION BRANDS INCReduce 7.00%−41,3830.16
≡AMZN – AMAZON COM INCReduce 6.00%−80,0920.15
≡XYZ – BLOCK INCReduce 11.00%−199,0000.12
≡SGI – TEMPUR SEALY INTL INCSell−132,346−0.11
≡WRBY – WARBY PARKER INCReduce 17.00%−1,582,659−0.08
≡HUT – HUT 8 CORPReduce 21.00%−248,000−0.08
≡PDD – PDD HOLDINGS INCReduce 18.00%−84,000−0.05
≡RIVN – RIVIAN AUTOMOTIVE INCSell−101,056−0.02
−1.68
≡ELV – ELEVANCE HEALTH INCReduce 44.00%−233,700−1.47
≡INVH – INVITATION HOMES INCReduce 46.00%−2,881,000−1.34
≡AVB – AVALONBAY CMNTYS INCSell−448,525−1.27
≡HDB – HDFC BANK LTDReduce 41.00%−2,400,960−1.24
≡UNH – UNITEDHEALTH GROUP INCSell−156,000−1.17
≡PCOR – PROCORE TECHNOLOGIES INCSell−812,659−1.02
≡SGI – TEMPUR SEALY INTL INCReduce 90.00%−1,163,826−1.01
≡FWONK – LIBERTY MEDIA CORP DELReduce 64.00%−1,133,442−1.00
≡RIVN – RIVIAN AUTOMOTIVE INCReduce 98.00%−5,765,258−0.95
≡ADI – ANALOG DEVICES INCSell−299,000−0.90
≡DLO – DLOCAL LTDSell−3,765,649−0.84
≡GWRE – GUIDEWIRE SOFTWARE INCSell−313,733−0.56
≡WRBY – WARBY PARKER INCReduce 37.00%−5,500,000−0.53
≡CPT – CAMDEN PPTY TRSell−327,352−0.49
≡PM – PHILIP MORRIS INTL INCReduce 16.00%−1,158,8120.31
≡STZ – CONSTELLATION BRANDS INCReduce 12.00%−82,000−0.22
≡MSFT – MICROSOFT CORPReduce 6.00%−21,6570.22
≡CCL – CARNIVAL CORPReduce 19.00%−850,0000.04
−2.11
≡CPT – CAMDEN PPTY TRReduce 78.00%−1,149,575−2.09
≡META – META PLATFORMS INCReduce 37.00%−465,026−1.98
≡RH – RHSell−326,000−1.67
≡MA – MASTERCARD INCORPORATEDSell−208,305−1.56
≡ELV – ELEVANCE HEALTH INCReduce 23.00%−159,400−1.53
≡V – VISA INCSell−305,478−1.40
≡AMZN – AMAZON COM INCReduce 37.00%−453,000−1.15
≡ENTG – ENTEGRIS INCSell−544,178−1.15
≡INVH – INVITATION HOMES INCReduce 16.00%−1,188,500−1.08
≡TKO – TKO GROUP HOLDINGS INCSell−523,587−0.75
−1.53
≡HLT – HILTON WORLDWIDE HLDGS INCSell−680,215−1.47
≡DHR – DANAHER CORPORATIONSell−326,000−1.16
≡LVS – LAS VEGAS SANDS CORPSell−1,576,415−1.04
≡NVDA – NVIDIA CORPORATIONSell−146,741−0.92
≡APD – AIR PRODS & CHEMS INCSell−201,000−0.82
≡NU – NU HLDGS LTDReduce 15.00%−6,043,5910.78
≡V – VISA INCReduce 53.00%−346,000−0.76
≡CRM – SALESFORCE INCSell−195,000−0.57
≡MDB – MONGODB INCSell−105,000−0.52
≡INVH – INVITATION HOMES INCReduce 14.00%−1,215,8850.51
≡ENTG – ENTEGRIS INCReduce 55.00%−656,822−0.48
≡META – META PLATFORMS INCReduce 26.00%−449,3000.43
≡CPT – CAMDEN PPTY TRReduce 9.00%−150,2290.36
≡PODD – INSULET CORPReduce 45.00%−816,000−0.35
≡ELV – ELEVANCE HEALTH INCReduce 28.00%−270,000−0.30
≡FWONK – LIBERTY MEDIA CORP DELReduce 33.00%−647,148−0.30
≡SGHT – SIGHT SCIENCES INCSell−5,852,036−0.28
≡XYZ – BLOCK INCReduce 60.00%−1,427,000−0.23
≡SGI – TEMPUR SEALY INTL INCReduce 29.00%−2,782,8450.08
≡LLYVK – LIBERTY MEDIA CORP DELSell−58,162−0.03
≡CZOOF – CAZOO GROUP LTDSell−1,841,326−0.01
≡GE – GENERAL ELECTRIC COReduce 29.00%−774,000−0.01
−2.94
≡LULU – LULULEMON ATHLETICA INCSell−373,919−2.72
≡DHR – DANAHER CORPORATIONReduce 61.00%−515,700−2.72
≡GOOGL – ALPHABET INCReduce 36.00%−828,239−2.52
≡MAA – MID-AMER APT CMNTYS INCSell−674,084−1.97
≡EQR – EQUITY RESIDENTIALReduce 10.00%−286,000−1.49
≡V – VISA INCReduce 10.00%−75,000−1.16
≡RH – RHReduce 8.00%−29,635−1.01
≡PNC – PNC FINL SVCS GROUP INCSell−399,642−0.97
≡SUI – SUN CMNTYS INCSell−380,000−0.95
≡PCOR – PROCORE TECHNOLOGIES INCReduce 36.00%−459,000−0.83
≡FWONA – LIBERTY MEDIA CORP DELSell−516,867−0.75
≡INTU – INTUITSell−79,000−0.70
≡SNOW – SNOWFLAKE INCSell−187,983−0.64
≡HTHT – WORLD WRESTLING ENTMT INCSell−256,346−0.53
≡DLO – DLOCAL LTDReduce 49.00%−2,636,809−0.51
≡DDOG – DATADOG INCSell−234,599−0.44
≡AMD – ADVANCED MICRO DEVICES INCSell−160,000−0.35
≡MA – MASTERCARD INCORPORATEDReduce 6.00%−2,459−0.09
≡HOOD – ROBINHOOD MKTS INCSell−203,555−0.04
−3.50
≡BABA – ALIBABA GROUP HLDG LTDSell−1,730,404−3.33
≡LULU – LULULEMON ATHLETICA INCReduce 51.00%−393,915−2.54
≡MSFT – MICROSOFT CORPReduce 38.00%−597,000−2.16
≡CRM – SALESFORCE INCSell−557,412−2.10
≡FUTU – FUTU HLDGS LTDSell−1,807,952−1.76
≡DDOG – DATADOG INCReduce 84.00%−1,193,435−1.51
≡BILL – BILL HOLDINGS INCSell−975,000−1.49
≡PCOR – PROCORE TECHNOLOGIES INCReduce 39.00%−825,000−0.88
≡RH – RHReduce 45.00%−294,000−0.72
≡DHR – DANAHER CORPORATIONReduce 7.00%−64,300−0.41
≡GOOGL – ALPHABET INCReduce 21.00%−608,761−0.38
≡SNOW – SNOWFLAKE INCReduce 38.00%−115,124−0.24
≡META – META PLATFORMS INCReduce 25.00%−257,0000.15
≡FWONA – LIBERTY MEDIA CORP DELReduce 13.00%−80,200−0.09