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D1 Capital Partners L.P.

CIK:0001747057
Investment Adviser
$28B AUM
33 holdings
New York, NY, United States
Founded:2018
78 employees
Latest filing:Jun 30, 2025

D1 Capital Partners is an American investment firm that invests in public and private markets globally. It focuses on sectors such as consumer, business services, financial services, healthcare, industrials, real estate, and technology, media, and telecommunication.

Investment Strategy

Global long/short equity strategy and private equity investments with a focus on later-stage non-controlling stakes in growth companies.

Latest 13F Filing Activity

D1 Capital Partners L.P. filed their most recent 13F report on Jun 30, 2025 disclosing 32 equity positions with a total 13F market value of $7B. The fund increased holdings in Clean Harbors Inc., Nu HLDGS LTD, D R Horton Inc. among other positions. D1 Capital Partners L.P. reduced exposure to Royal Caribbean Group, Canadian Pacific Kansas City, Synopsys Inc. among others.

Top Buys
C
CLHCLEAN HARBORS INC
+$295.7M
N
NUNU HLDGS LTD
+$230.7M
D
DHID R HORTON INC
+$198.5M
L
LPXLOUISIANA PAC CORP
+$155.8M
C
CNMCORE & MAIN INC
+$123.9M
Top Sells
R
RCLROYAL CARIBBEAN GROUP
-$229.0M
C
CPCANADIAN PACIFIC KANSAS CITY
-$163.4M
S
SNPSSYNOPSYS INC
-$143.5M
E
ELVELEVANCE HEALTH INC
-$124.6M
C
CRLCHARLES RIV LABS INTL INC
-$117.0M

Top Holdings

C
CARTMAPLEBEAR INC
+14.2%$1.02B
X
XPOXPO INC
+5.5%$397.2M
B
BACBANK AMERICA CORP
+5.2%$376.9M
C
CNMCORE & MAIN INC
+5.0%$362.9M
E
ENTGENTEGRIS INC
+4.7%$336.3M

Equity Positions (32)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MAPLEBEAR INC14.17%$1.02B22,558,255$29.69$45.24+$121.0M
XPO INC5.51%$397.2M3,144,916$107.33$126.29+$68.8M
BANK AMERICA CORP5.23%$376.9M7,965,147$42.20$47.32+$72.3M
CORE & MAIN INC5.04%$362.9M6,012,680$50.45$60.35+$123.9M
ENTEGRIS INC4.67%$336.3M4,169,614$97.07$80.65-$33.3M

Industry Allocation

SERVICES-BUSINESS SERVICES, NEC
+13.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+9.2%
REAL ESTATE INVESTMENT TRUSTS
+6.9%
HAZARDOUS WASTE MANAGEMENT
+6.5%
NATIONAL COMMERCIAL BANKS
+5.7%