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D1 Capital Partners L.P. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

D1 Capital Partners L.P.

报告期 2026-03-31 · CIK 0001747057

持仓数

44

前50大市值合计

$11.23B

报告期

2026-03-31

当前持仓调仓

前 44 大持仓

标的

类型

市值

股数

占比*

CART MAPLEBEAR INC

COM

$845.0M

22,558,255

7.5%

MELI MERCADOLIBRE INC

COM

$646.1M

373,675

5.8%

— JAMES HARDIE INDS PLC

ORD SHS

$536.0M

28,300,283

4.8%

DHR DANAHER CORP DEL

COM

$436.9M

2,304,148

3.9%

FLS FLOWSERVE CORP

COM

$431.8M

5,874,441

3.8%

USFD US FOODS HLDG CORP

COM

$395.0M

4,283,474

3.5%

CLH CLEAN HARBORS INC

COM

$383.7M

1,338,281

3.4%

AMZN AMAZON COM INC

COM

$376.5M

1,807,523

3.4%

NU NU HLDGS LTD

ORD SHS CL A

$372.0M

25,890,701

3.3%

TMO THERMO FISHER SCIENTIFIC INC

COM

$356.4M

725,005

3.2%

SGI SOMNIGROUP INTERNATIONAL INC

COM

$346.6M

4,688,423

3.1%

TXN TEXAS INSTRS INC

COM

$340.3M

1,753,001

3.0%

SE SEA LTD

SPONSORD ADS

$335.6M

4,052,133

3.0%

RDDT REDDIT INC

CL A

$331.1M

2,459,151

2.9%

KRC KILROY REALTY CORP

COM

$318.1M

11,275,077

2.8%

KNX KNIGHT-SWIFT TRANSN HLDGS IN

CL A

$316.2M

5,491,563

2.8%

AVGO BROADCOM INC

COM

$303.8M

981,495

2.7%

NVDA NVIDIA CORPORATION

COM

$273.6M

1,568,793

2.4%

APP APPLOVIN CORP

COM CL A

$266.4M

669,282

2.4%

XPO XPO INC

COM

$250.5M

1,287,630

2.2%

LINE LINEAGE INC

COM

$242.5M

7,402,229

2.2%

DIS DISNEY WALT CO

COM

$227.0M

2,355,100

2.0%

SCHW SCHWAB CHARLES CORP

COM

$221.5M

2,357,390

2.0%

CPNG COUPANG INC

CL A

$219.2M

11,611,741

2.0%

DASH DOORDASH INC

CL A

$215.8M

1,437,500

1.9%

CVNA CARVANA CO

CL A

$210.1M

668,432

1.9%

COF CAPITAL ONE FINL CORP

COM

$203.7M

1,116,738

1.8%

MLM MARTIN MARIETTA MATLS INC

COM

$190.1M

322,857

1.7%

— SPOTIFY TECHNOLOGY S A

SHS

$165.1M

340,494

1.5%

— JOHNSON CONTROLS INTERNATION

SHS

$160.3M

1,224,055

1.4%

CLS CELESTICA INC

COM

$152.5M

541,556

1.4%

SHW SHERWIN WILLIAMS CO

COM

$151.9M

473,753

1.4%

GOOGL ALPHABET INC

CAP STK CL A

$134.8M

468,900

1.2%

APO APOLLO GLOBAL MGMT INC

COM

$129.1M

1,159,000

1.1%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$111.1M

328,600

1.0%

LYV LIVE NATION ENTERTAINMENT IN

COM

$102.8M

674,317

0.9%

ADI ANALOG DEVICES INC

COM

$93.0M

292,444

0.8%

AFRM AFFIRM HLDGS INC

COM CL A

$88.7M

1,936,900

0.8%

FERG FERGUSON ENTERPRISES INC

COMMON STOCK NEW

$81.5M

349,347

0.7%

— TOPBUILD COR

COM

$75.0M

213,433

0.7%

ADSK AUTODESK INC

COM

$74.0M

308,907

0.7%

U UNITY SOFTWARE INC

COM

$71.5M

3,259,983

0.6%

PURR HYPERLIQUID STRATEGIES INC

COM

$40.7M

8,000,000

0.4%

— ASML HLDG NV

N Y REGISTRY SHS

$9.0M

6,800

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

29%前 6 大占比

CART7.5%MELI5.8%JAMES HARDIE INDS PLC4.8%DHR3.9%FLS3.8%USFD3.5%