D1 Capital Partners
D1 Capital Partners reported 55 stocks worth $34.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPCX (61.9%), CART (3.1%) and JHX (2.1%). Compared with Q1 2026, the fund opened new positions in SPCX, META and ISRG, added to NU, JCI and USFD, trimmed JHX, MELI and DHR and sold out of KNX, AVGO and NVDA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPCX Space Exploration Techn Corp Class A Com Stk | $21.5B | 61.9% | 126M | New position | 1 of 8 | |
| 2 |  CART Maplebear Inc | $1.1B | 3.1% | 22.6M | No change | 8 of 8 | |
| 3 |  JHX James Hardie Inds PLC | $721M | 2.1% | 27.5M | −755K (−3%) | 4 of 8 | |
| 4 |  NU NU Hldgs Ltd | $593M | 1.7% | 44.4M | +18.5M (+72%) | 6 of 8 | |
| 5 |  JCI Johnson Controls Int F | $548M | 1.6% | 3.8M | +2.5M (+207%) | 3 of 8 | |
| 6 |  MELI Mercadolibre Inc | $471M | 1.4% | 277K | −96K (−26%) | 5 of 8 | |
| 7 |  USFD US Foods Hldg Corp | $460M | 1.3% | 4.5M | +218K (+5%) | 6 of 8 | |
| 8 |  DHR Danaher Corp | $435M | 1.3% | 2.3M | −22K (−1%) | 5 of 8 | |
| 9 |  SHW Sherwin-Williams Co | $431M | 1.2% | 1.3M | +779K (+164%) | 3 of 8 | |
| 10 |  RDDT Reddit Inc | $428M | 1.2% | 2.5M | +5,260 (+0%) | 6 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 KNX Knight-Swift Transn Hldgs in | $316M | 5.5M |
 AVGO Broadcom Inc | $304M | 981K |
 NVDA Nvidia Corporation | $274M | 1.6M |
 XPO Xpo Inc | $251M | 1.3M |
 CLS Celestica Inc | $153M | 542K |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →D1 Capital Partners 13F FAQ
What does D1 Capital Partners own?
D1 Capital Partners reported 55 stocks worth $34.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPCX (61.9%), CART (3.1%) and JHX (2.1%). The table above lists every position in the filing (the top 10 without an account).
What did D1 Capital Partners buy and sell in Q2 2026?
Compared with Q1 2026: 21 new positions, 15 added to, 16 trimmed and 10 sold out. New positions include SPCX, META and ISRG. It sold all of KNX, AVGO and NVDA.
When will D1 Capital Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is D1 Capital Partners's portfolio worth?
The Q2 2026 filing reports $34.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.