D1 Capital Partners L.p.

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
41
Total Value
6527317282
Accession Number
0001172661-25-002062
Form Type
13F-HR
Manager Name
D1 Capital Partners L.p.
Data Enrichment
98% identified
40 identified1 unidentified

Holdings

41 positions
Manager:
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SYNOPSYS INC
Shares:
334700(+32.3%)
Value:
$143.5B(+16.9%)
CHARLES RIVER LABORATORIES INTERNATIONAL, INC.
Shares:
777489(-16.9%)
Value:
$117.0B(-32.3%)
CARPENTER TECHNOLOGY CORP
Shares:
616644
Value:
$111.7B
GE HealthCare Technologies Inc.
Shares:
1249584(-64.2%)
Value:
$100.9B(-63.0%)
Nu Holdings Ltd.
Shares:
9803000(-34.1%)
Value:
$100.4B(-34.9%)
US Foods Holding Corp.
Shares:
1322000
Value:
$86.5B
88023U101
Shares:
1336567
Value:
$80.0B
CARVANA CO.
Shares:
370000
Value:
$77.4B
Toll Brothers, Inc.
Shares:
690000(-18.3%)
Value:
$72.9B(-31.5%)
Bath & Body Works, Inc.
Shares:
2200000(-22.3%)
Value:
$66.7B(-39.2%)
KILROY REALTY CORP
Shares:
1887000
Value:
$61.8B
LENNAR CORP /NEW/
Shares:
468433(-30.3%)
Value:
$53.8B(-39.0%)
CADENCE DESIGN SYSTEMS INC
Shares:
198000
Value:
$50.4B
CLEAN HARBORS INC
Shares:
193022
Value:
$38.0B
Affirm Holdings, Inc.
Shares:
820000
Value:
$37.1B
INTEL CORP
Shares:
1443000
Value:
$32.8B
APPLIED MATERIALS INC /DE
Shares:
205000(+13.1%)
Value:
$29.7B(+0.9%)
LAM RESEARCH CORP
Shares:
403000(-3.6%)
Value:
$29.3B(-3.0%)
Restaurant Brands International Inc.
Shares:
92833(-94.8%)
Value:
$6.2B(-94.6%)
Warby Parker Inc.
Shares:
257306(-95.1%)
Value:
$4.7B(-96.3%)