Stock Taper

D1 CAPITAL PARTNERS L.P.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Seagate Technology Holdings plcSTX30.11K$29.06M
Alphabet Inc.GOOG85K$30.03M
Monolithic Power Systems, Inc.MPWR85.1K$117.64M
Analog Devices, Inc.ADI102.04K$40.53M
Cerebras Systems Inc.CBRS150K$33.15M
Snowflake Inc.SNOW216.02K$54.98M
Littelfuse, Inc.LFUS224.16K$102.07M
MercadoLibre, Inc.MELI277.48K$470.98M
Quantinuum Inc. Class A Common StockQNT300K$24.52M
Linde plcLIN341.54K$177.24M
Martin Marietta Materials, Inc.MLM345.06K$199M
Tesla, Inc.TSLA401.9K$169.04M
Texas Instruments IncorporatedTXN405.47K$120.86M
Meta Platforms, Inc.META566.5K$319.1M
Spotify Technology S.A.SPOT568.86K$261.18M
Intuitive Surgical, Inc.ISRG574.2K$228.35M
Amazon.com, Inc.AMZN628.08K$149.7M
CoreWeave, Inc. Class A Common StockCRWV628.45K$62.56M
AppLovin CorporationAPP669.28K$344.83M
Alphabet Inc.GOOGL738.3K$263.85M