13F Filings History of D1 Capital Partners L.P.

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$10,702,130,196
Signature - Title
Amanda Hector - General Counsel / Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by D1 Capital Partners L.P.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. D1 Capital Partners L.P. reported 42 stock holdings with total value $10,702,130,196 as of Q4 2025. Top holdings included CART, CLH, FLS, JHX, and RDDT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 42 $10,702,130,196 +$3,541,838,662 -$1,856,130,646 +$1,685,708,016 CART, CLH, FLS, JHX, RDDT 13F-HR 17 Feb 2026, 09:18
Q3 2025 38 $8,707,803,096 +$3,537,497,320 -$2,319,739,402 +$1,217,757,918 CART, APP, CLH, RDDT, FLS 13F-HR 14 Nov 2025, 13:21
Q2 2025 33 $7,203,884,183 +$1,590,806,749 -$1,509,928,000 +$80,878,749 CART, XPO, BAC, CNM, ENTG 13F-HR 14 Aug 2025, 09:02
Q1 2025 41 $6,527,317,282 +$3,243,089,687 -$2,596,113,490 +$646,976,197 CART, ENTG, SCHW, XPO, BAC 13F-HR 15 May 2025, 10:37
Q4 2024 35 $6,016,852,228 +$2,551,093,328 -$1,980,040,901 +$571,052,427 CART, PM, RCL, STZ, ELV 13F-HR 14 Feb 2025, 09:54
Q3 2024 34 $5,176,913,420 +$1,565,216,039 -$2,883,022,070 -$1,317,806,031 CART, XPO, PM, RCL, GEHC 13F-HR 14 Nov 2024, 09:59
Q2 2024 35 $5,928,697,018 +$1,843,348,443 -$2,591,003,183 -$747,654,740 CART, PM, LEN, LYV, XPO 13F-HR 14 Aug 2024, 07:46
Q1 2024 34 $6,575,677,004 +$2,026,495,384 -$1,839,866,969 +$186,628,415 CART, PM, EQR, META, GOOGL 13F-HR 15 May 2024, 08:51
Q4 2023 28 $5,690,637,450 +$583,903,538 -$2,402,666,353 -$1,818,762,815 CART, PM, META, TPX, ELV 13F-HR 14 Feb 2024, 07:16
Q3 2023 37 $6,942,931,823 +$3,415,601,604 -$1,597,687,871 +$1,817,913,733 CART, MSFT, META, ELV, TPX 13F-HR 14 Nov 2023, 09:17
Q2 2023 38 $5,197,459,697 +$1,802,812,293 -$2,235,419,656 -$432,607,363 TPX, MSFT, ELV, CPT, HLT 13F-HR 14 Aug 2023, 09:16
Q1 2023 35 $5,314,230,200 +$2,636,081,283 -$2,502,126,049 +$133,955,234 MSFT, ELV, GOOGL, AMZN, LULU 13F-HR 15 May 2023, 08:40
Q4 2022 30 $4,877,181,125 +$1,089,013,373 -$1,492,965,578 -$403,952,205 MSFT, AMZN, RH, PODD, EXPE 13F-HR 14 Feb 2023, 09:39
Q3 2022 33 $5,479,874,000 +$1,806,848,117 -$654,678,536 +$1,152,169,581 MSFT, AMZN, RIVN, SHW, EXPE 13F-HR 14 Nov 2022, 09:33
Q2 2022 24 $4,220,596,000 +$764,460,179 -$1,805,005,439 -$1,040,545,260 MSFT, EXPE, AMZN, RIVN, PODD 13F-HR 15 Aug 2022, 09:09
Q1 2022 25 $8,492,155,000 +$731,524,609 -$6,815,169,888 -$6,083,645,279 EXPE, MSFT, RIVN, AMZN, WRBY 13F-HR 16 May 2022, 08:36
Q4 2021 45 $16,554,406,000 +$6,049,085,732 -$6,816,900,644 -$767,814,912 EXPE, RIVN, CVNA, JD, AMZN 13F-HR 14 Feb 2022, 10:09
Q3 2021 66 $17,884,622,000 +$6,340,198,102 -$3,387,807,283 +$2,952,390,819 EXPE, JD, HOOD, MSFT, AMZN 13F-HR 15 Nov 2021, 12:39
Q2 2021 56 $15,296,123,000 +$5,208,955,836 -$4,272,505,638 +$936,450,198 JD, EXPE, AMZN, MSFT, CVNA 13F-HR 16 Aug 2021, 09:53
Q1 2021 47 $13,511,293,000 +$3,207,638,166 -$10,878,337,645 -$7,670,699,479 MSFT, JD, EXPE, META, DHR 13F-HR 17 May 2021, 16:26
Q4 2020 52 $21,185,339,000 +$5,793,068,394 -$4,915,152,330 +$877,916,064 U, JD, MSFT, EXPE, JPM 13F-HR 16 Feb 2021, 09:37
Q3 2020 49 $17,079,482,000 +$6,315,688,382 -$4,235,068,681 +$2,080,619,701 JD, U, CVNA, MSFT, EXPE 13F-HR 16 Nov 2020, 09:16
Q2 2020 47 $13,408,199,000 +$5,731,420,693 -$4,303,832,094 +$1,427,588,599 JD, HLT, ORLY, LVS, BABA 13F-HR 14 Aug 2020, 09:30
Q1 2020 34 $9,670,208,000 +$4,907,542,872 -$1,697,567,279 +$3,209,975,593 NFLX, META, ORLY, HLT, JD 13F-HR 15 May 2020, 09:41
Q4 2019 24 $6,811,590,000 +$822,077,631 -$2,164,692,035 -$1,342,614,404 NFLX, AMZN, HLT, META, JD 13F-HR 14 Feb 2020, 08:24
Q3 2019 28 $7,239,472,000 +$2,744,732,771 -$2,043,965,515 +$700,767,256 NFLX, AMZN, BABA, HLT, JD 13F-HR 14 Nov 2019, 09:58
Q2 2019 28 $7,016,128,000 +$2,801,672,806 -$1,748,091,560 +$1,053,581,246 NFLX, BABA, JD, DIS, HLT 13F-HR 14 Aug 2019, 08:41
Q1 2019 22 $5,539,947,000 +$2,310,212,945 -$2,433,058,830 -$122,845,885 DIS, NFLX, HLT, DHI, JD 13F-HR 15 May 2019, 13:33
Q4 2018 32 $5,030,658,000 $0 $0 $0 NFLX, AMZN, HLT, DHI, DIS 13F-HR 14 Feb 2019, 14:15