Stock Taper 
D1 CAPITAL PARTNERS L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Thermo Fisher Scientific Inc. | TMO | 817.12K | $409.67M |
 Shopify Inc. | SHOP | 830.89K | $94.87M |
 Qnity Electronics, Inc. | Q | 834K | $136.2M |
 Lattice Semiconductor Corporation | LSCC | 1.08M | $165.82M |
 Capital One Financial Corporation | COF | 1.09M | $219.37M |
 Apollo Global Management, Inc. | APO | 1.16M | $137.12M |
 Madison Air Solutions Corporation | MAIR | 1.25M | $48.75M |
 The Sherwin-Williams Company | SHW | 1.25M | $431.25M |
 Ferguson plc | FERG | 1.28M | $304.27M |
 DoorDash, Inc. | DASH | 1.3M | $240.57M |
 Clean Harbors, Inc. | CLH | 1.32M | $393.01M |
 Builders FirstSource, Inc. | BLDR | 1.64M | $146.68M |
 Sea Limited | SE | 1.68M | $160.83M |
 Affirm Holdings, Inc. | AFRM | 1.91M | $155.64M |
 Amrize Ltd | AMRZ | 2.19M | $116.59M |
 Danaher Corporation | DHR | 2.28M | $434.68M |
 Reddit, Inc. | RDDT | 2.46M | $427.77M |
 The Charles Schwab Corporation | SCHW | 2.47M | $227.59M |
 The Walt Disney Company | DIS | 2.87M | $276.66M |
 Unity Software Inc. | U | 3.57M | $102.1M |