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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

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q4 调仓2021-09-30 → 2021-12-31 · 共 69 项建仓 11增持 15减持 11清仓 32

方向

标的

Δ市值

现股数(环比)

建仓

RIVN RIVIAN AUTOMOTIVE INC

+$1.62B

15,590,987

减持

BALL BALL CORP

-$656.9M

193,023 -97%

减持

HOOD ROBINHOOD MKTS INC

-$644.3M

7,452,100 -60%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

清仓

PTON PELOTON INTERACTIVE INC

-$599.1M

0 -100%

清仓

FTCHQ FARFETCH LTD

-$535.0M

0 -100%

减持

DHR DANAHER CORPORATION

-$467.3M

277,035 -85%

清仓

META FACEBOOK INC

-$444.8M

0 -100%

增持

EXPE EXPEDIA GROUP INC

+$410.2M

12,683,542 +10%

建仓

HLT HILTON WORLDWIDE HLDGS INC

+$400.9M

2,570,333

减持

JD JD.COM INC

-$396.5M

12,682,047 -29%

清仓

STNE STONECO LTD

-$392.5M

0 -100%

建仓

BURL BURLINGTON STORES INC

+$345.0M

1,183,600

减持

BBWI BATH & BODY WORKS INC

-$335.7M

3,411,000 -63%

增持

DIS DISNEY WALT CO

+$318.3M

5,430,761 +76%

增持

BEKE KE HLDGS INC

+$271.3M

17,007,004 +338%

增持

CVNA CARVANA CO

+$261.5M

4,211,082 +78%

清仓

TXRH TEXAS ROADHOUSE INC

-$252.4M

0 -100%

建仓

TXG 10X GENOMICS INC

+$239.1M

1,605,000

清仓

NFLX NETFLIX INC

-$236.8M

0 -100%

清仓

— OUTSET MED INC

-$226.2M

0 -100%

建仓

TOST TOAST INC

+$221.6M

6,383,040

建仓

SG SWEETGREEN INC

+$196.8M

6,149,628

增持

SHOP SHOPIFY INC

+$192.8M

300,875 +84%

清仓

FTV FORTIVE CORP

-$191.9M

0 -100%

增持

WRBY WARBY PARKER INC

+$191.6M

13,404,023 +64%

建仓

SQ BLOCK INC

+$178.0M

1,102,000

清仓

SGI TEMPUR SEALY INTL INC

-$167.1M

0 -100%

减持

PH PARKER-HANNIFIN CORP

-$161.9M

136,334 -81%

减持

DDOG DATADOG INC

-$157.5M

2,306,199 -43%

清仓

NYT NEW YORK TIMES CO

-$154.1M

0 -100%

建仓

TSLA TESLA INC

+$147.5M

139,600

清仓

NTES NETEASE INC

-$141.4M

0 -100%

清仓

PINS PINTEREST INC

-$138.5M

0 -100%

增持

AMZN AMAZON COM INC

+$128.2M

254,654 +16%

减持

PCOR PROCORE TECHNOLOGIES INC

-$116.8M

5,710,394 -11%

增持

— DLOCAL LTD

+$110.4M

7,022,581 +173%

建仓

GTLB GITLAB INC

+$99.9M

1,147,992

清仓

VMC VULCAN MATLS CO

-$88.0M

0 -100%

减持

MSFT MICROSOFT CORP

+$76.1M

2,521,232 -8%

增持

PODD INSULET CORP

+$74.1M

1,692,857 +28%

增持

SNOW SNOWFLAKE INC

+$68.2M

1,355,039 +5%

清仓

— XP INC

-$66.3M

0 -100%

清仓

CRWD CROWDSTRIKE HLDGS INC

-$51.6M

0 -100%

增持

OPEN OPENDOOR TECHNOLOGIES INC

+$51.4M

18,920,610 +73%

建仓

— GLOBAL E ONLINE LTD

+$50.7M

800,000

清仓

MRVI MARAVAI LIFESCIENCES HLDGS I

-$49.1M

0 -100%

建仓

GH GUARDANT HEALTH INC

+$47.9M

478,579

增持

RH RH

+$43.6M

1,286,235 +33%

清仓

— FOOT LOCKER INC

-$38.9M

0 -100%

清仓

— FINANCE OF AMERICA COMPAN

-$32.1M

0 -100%

清仓

— CBRE ACQUISITION HLDGS INC

-$31.5M

0 -100%

清仓

— LUX HEALTH TECH ACQUISITION

-$30.4M

0 -100%

增持

— COUPA SOFTWARE INC

-$23.1M

1,499,398 +26%

清仓

— HEALTH ASSURN ACQUISITION CO

-$20.0M

0 -100%

清仓

SMRT SMARTRENT INC

-$19.5M

0 -100%

清仓

— DYNAMICS SPECIAL PURPOSE COR

-$19.4M

0 -100%

清仓

— EMPOWERMENT & INCLUSION CAPI

-$15.0M

0 -100%

减持

— SQUARESPACE INC

-$13.9M

263,453 -53%

增持

ALKT ALKAMI TECHNOLOGY INC

-$13.3M

5,828,511 +10%

清仓

EW EDWARDS LIFESCIENCES CORP

-$13.2M

0 -100%

清仓

— HUMANCO ACQUISITION CORP

-$10.2M

0 -100%

清仓

— CATALYST PARTNRS ACQUISITN C

-$9.8M

0 -100%

清仓

— SPOTIFY TECHNOLOGY S A

-$9.0M

0 -100%

清仓

— KHOSLA VENTURES ACQUISITION

-$7.4M

0 -100%

清仓

OLPX OLAPLEX HLDGS INC

-$7.3M

0 -100%

清仓

CCC CCC INTELLIGENT SOLUTIONS HL

-$5.3M

0 -100%

增持

TMUS T-MOBILE US INC

+$1.7M

5,304,372 +10%

减持

— MASIMO CORP

+$397.0K

507,397 -7%

清仓

— FINANCE OF AMERICA COMPAN

-$312.0K

0 -100%