D1 Capital Partners L.P. is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $34.8B in reported equity holdings across 55 positions. The largest holdings are SPCX (61.9%), CART (3.1%), JHX (2.1%), NU (1.7%), JCI (1.6%). The portfolio is concentrated in Other (93.6%), Communication Services (2.7%), Consumer Cyclical (1.1%). Data sourced from SEC EDGAR 13F filings (CIK 1747057).