All institutions
D1 Capital Partners L.P.
CIK 0001747057 · Growth · 4 positions · Q1 2026 vs Q4 2025 · live SEC data
Portfolio value
$1.19B
QoQ change
-11.9%
| Ticker | Shares | Value | % of portfolio | QoQ |
|---|---|---|---|---|
 AMZN | 1,807,523 | $376.45M | 31.6% | Add+35% |
 NYSE: KRC | 11,275,077 | $318.07M | 26.7% | New |
 NVDA | 1,568,793 | $273.60M | 23.0% | Add+36% |
 SCHW | 2,357,390 | $221.55M | 18.6% | Trim-25% |
 CNM | 0 | — | — | Exit |
 ANET | 0 | — | — | Exit |
 META | 0 | — | — | Exit |
13F-HR holdings are reported quarterly with up to a 45-day delay and cover long US equity positions only. Not financial advice.