D1 Capital Partners L.P.

Dan Sundheim

Bought Nu Hldgs, sold out of Meta Platforms. Portfolio up 5% to $11.2B.

$11.2B portfolio44 holdingstop 10 = 43%filed 2026-05-15

1CARTMaplebear Inc7.52%
$845.0M - 22.6M shares-
2MELIMercadolibre Inc5.75%
$646.1M - 374K shares+149K
3James Hardie Inds PLC4.77%
$536.0M - 28.3M shares+3.9M
4DHRDanaher Corp Del3.89%
$436.9M - 2.3M shares+1.7M
5FLSFlowserve Corp3.84%
$431.8M - 5.9M shares-1.8M
6USFDUS Foods HLDG Corp3.52%
$395.0M - 4.3M shares-
7CLHClean Harbors Inc3.42%
$383.7M - 1.3M shares-1.4M
8AMZNAmazon Com Inc3.35%
$376.5M - 1.8M shares+467K
9Nu Hldgs LTD3.31%
$372.0M - 25.9M sharesNEW
10TMOThermo Fisher Scientific I3.17%
$356.4M - 725K sharesNEW
11SGISomnigroup International I3.09%
$346.6M - 4.7M sharesNEW
12TXNTexas Instrs Inc3.03%
$340.3M - 1.8M shares+1.3M
13SESea LTD2.99%
$335.6M - 4.1M shares+567K
14RDDTReddit Inc2.95%
$331.1M - 2.5M shares+341K
15KRCKilroy Realty Corp2.83%
$318.1M - 11.3M shares+875K
16KNXKnight-swift Transn Hldgs 2.82%
$316.2M - 5.5M shares-2.2M
17AVGOBroadcom Inc2.70%
$303.8M - 981K shares+623K
18NVDANvidia Corporation2.44%
$273.6M - 1.6M shares+419K
19APPApplovin Corp2.37%
$266.4M - 669K shares-
20XPOXpo Inc2.23%
$250.5M - 1.3M shares-747K
21LINELineage Inc2.16%
$242.5M - 7.4M shares-
22DISDisney Walt Co2.02%
$227.0M - 2.4M shares+140K
23SCHWSchwab Charles Corp1.97%
$221.5M - 2.4M shares-797K
24CPNGCoupang Inc1.95%
$219.2M - 11.6M sharesNEW
25DASHDoordash Inc1.92%
$215.8M - 1.4M sharesNEW
26CVNACarvana Co1.87%
$210.1M - 668K sharesNEW
27COFCapital One Finl Corp1.81%
$203.7M - 1.1M shares+289K
28MLMMartin Marietta Matls Inc1.69%
$190.1M - 323K sharesNEW
29Spotify Technology S A1.47%
$165.1M - 340K shares-55K
30Johnson Controls Internation1.43%
$160.3M - 1.2M shares-130K
31CLSCelestica Inc1.36%
$152.5M - 542K sharesNEW
32SHWSherwin Williams Co1.35%
$151.9M - 474K shares-488K
33GOOGLAlphabet Inc1.20%
$134.8M - 469K sharesNEW
34APOApollo Global MGMT Inc1.15%
$129.1M - 1.2M shares-
35TSMTaiwan Semiconductor Manuf0.99%
$111.1M - 329K sharesNEW
36LYVLive Nation Entertainment 0.92%
$102.8M - 674K sharesNEW
37ADIAnalog Devices Inc0.83%
$93.0M - 292K sharesNEW
38AFRMAffirm Hldgs Inc0.79%
$88.7M - 1.9M shares+1.1M
39FERGFerguson Enterprises Inc0.73%
$81.5M - 349K sharesNEW
40BLDTopbuild Cor0.67%
$75.0M - 213K sharesNEW
41ADSKAutodesk Inc0.66%
$74.0M - 309K shares-147K
42UUnity Software Inc0.64%
$71.5M - 3.3M sharesNEW
43PURRHyperliquid Strategies Inc0.36%
$40.7M - 8.0M shares-
44Asml HLDG NV0.08%
$9.0M - 7K sharesNEW

#	Stock
1	CARTMaplebear Inc	7.52%	$845.0M	22.6M	-
2	MELIMercadolibre Inc	5.75%	$646.1M	374K	+149K
3	James Hardie Inds PLC	4.77%	$536.0M	28.3M	+3.9M
4	DHRDanaher Corp Del	3.89%	$436.9M	2.3M	+1.7M
5	FLSFlowserve Corp	3.84%	$431.8M	5.9M	-1.8M
6	USFDUS Foods HLDG Corp	3.52%	$395.0M	4.3M	-
7	CLHClean Harbors Inc	3.42%	$383.7M	1.3M	-1.4M
8	AMZNAmazon Com Inc	3.35%	$376.5M	1.8M	+467K
9	Nu Hldgs LTD	3.31%	$372.0M	25.9M	NEW
10	TMOThermo Fisher Scientific I	3.17%	$356.4M	725K	NEW
11	SGISomnigroup International I	3.09%	$346.6M	4.7M	NEW
12	TXNTexas Instrs Inc	3.03%	$340.3M	1.8M	+1.3M
13	SESea LTD	2.99%	$335.6M	4.1M	+567K
14	RDDTReddit Inc	2.95%	$331.1M	2.5M	+341K
15	KRCKilroy Realty Corp	2.83%	$318.1M	11.3M	+875K
16	KNXKnight-swift Transn Hldgs	2.82%	$316.2M	5.5M	-2.2M
17	AVGOBroadcom Inc	2.70%	$303.8M	981K	+623K
18	NVDANvidia Corporation	2.44%	$273.6M	1.6M	+419K
19	APPApplovin Corp	2.37%	$266.4M	669K	-
20	XPOXpo Inc	2.23%	$250.5M	1.3M	-747K
21	LINELineage Inc	2.16%	$242.5M	7.4M	-
22	DISDisney Walt Co	2.02%	$227.0M	2.4M	+140K
23	SCHWSchwab Charles Corp	1.97%	$221.5M	2.4M	-797K
24	CPNGCoupang Inc	1.95%	$219.2M	11.6M	NEW
25	DASHDoordash Inc	1.92%	$215.8M	1.4M	NEW
26	CVNACarvana Co	1.87%	$210.1M	668K	NEW
27	COFCapital One Finl Corp	1.81%	$203.7M	1.1M	+289K
28	MLMMartin Marietta Matls Inc	1.69%	$190.1M	323K	NEW
29	Spotify Technology S A	1.47%	$165.1M	340K	-55K
30	Johnson Controls Internation	1.43%	$160.3M	1.2M	-130K
31	CLSCelestica Inc	1.36%	$152.5M	542K	NEW
32	SHWSherwin Williams Co	1.35%	$151.9M	474K	-488K
33	GOOGLAlphabet Inc	1.20%	$134.8M	469K	NEW
34	APOApollo Global MGMT Inc	1.15%	$129.1M	1.2M	-
35	TSMTaiwan Semiconductor Manuf	0.99%	$111.1M	329K	NEW
36	LYVLive Nation Entertainment	0.92%	$102.8M	674K	NEW
37	ADIAnalog Devices Inc	0.83%	$93.0M	292K	NEW
38	AFRMAffirm Hldgs Inc	0.79%	$88.7M	1.9M	+1.1M
39	FERGFerguson Enterprises Inc	0.73%	$81.5M	349K	NEW
40	BLDTopbuild Cor	0.67%	$75.0M	213K	NEW
41	ADSKAutodesk Inc	0.66%	$74.0M	309K	-147K
42	UUnity Software Inc	0.64%	$71.5M	3.3M	NEW
43	PURRHyperliquid Strategies Inc	0.36%	$40.7M	8.0M	-
44	Asml HLDG NV	0.08%	$9.0M	7K	NEW

What a 13F does not show

Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.