← k velikim vlagateljem
D1 Capital Partners, LP
institucionalni vlagatelj · portfelj $34.8 mrd. · 55 pozicij · poročilo na dan 30.06.2026
Pozicije v delnicah poročilo za 30.06.2026, oddano 14.08.2026; sprememba — v primerjavi z 31.03.2026 · 65
| Podjetje | Delnice | Vrednost | % portfelja | Sprememba v četrtletju |
|---|---|---|---|---|
| SPACE EXPLORATION TECHNOLOGI… US:SPCX | 126 042 232 | $21.5 mrd. | 61.91% | nova |
| Maplebear Inc. US:CART | 22 564 435 | $1.07 mrd. | 3.07% | +6 180 |
| JAMES HARDIE INDS PLC CUSIP G4253H101 | 27 545 516 | $721 mio. | 2.07% | −754 767 |
| NU HLDGS LTD CUSIP G6683N103 | 44 418 543 | $593 mio. | 1.71% | +18 527 842 |
| JOHNSON CONTROLS INTERNATION CUSIP G51502105 | 3 751 887 | $548 mio. | 1.58% | +2 527 832 |
| MercadoLibre Inc. US:MELI | 277 475 | $471 mio. | 1.35% | −96 200 |
| US Foods Holding Corp US:USFD | 4 501 964 | $460 mio. | 1.32% | +218 490 |
| Danaher Corporation US:DHR | 2 282 039 | $435 mio. | 1.25% | −22 109 |
| Sherwin-Williams Co US:SHW | 1 252 471 | $431 mio. | 1.24% | +778 718 |
| Reddit, Inc. US:RDDT | 2 464 411 | $428 mio. | 1.23% | +5 260 |
| Thermo Fisher Scientific Inc US:TMO | 817 123 | $410 mio. | 1.18% | +92 118 |
| Kilroy Realty Corp US:KRC | 10 498 120 | $393 mio. | 1.13% | −776 957 |
| Clean Harbors Inc US:CLH | 1 315 501 | $393 mio. | 1.13% | −22 780 |
| Somnigroup International Inc… US:SGI | 4 975 364 | $390 mio. | 1.12% | +286 941 |
| Flowserve Corporation US:FLS | 4 968 713 | $368 mio. | 1.06% | −905 728 |
| Applovin Corp US:APP | 669 282 | $345 mio. | 0.99% | — |
| Meta Platforms, Inc. US:META | 566 500 | $319 mio. | 0.92% | nova |
| Ferguson Plc US:FERG | 1 282 038 | $304 mio. | 0.87% | +932 691 |
| Walt Disney Co US:DIS | 2 874 400 | $277 mio. | 0.80% | +519 300 |
| Alphabet Inc. US:GOOGL | 738 300 | $264 mio. | 0.76% | +269 400 |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 568 855 | $261 mio. | 0.75% | +228 361 |
| Carvana Co US:CVNA | 3 779 517 | $249 mio. | 0.72% | +3 111 085 |
| DoorDash, Inc. Class A US:DASH | 1 303 705 | $241 mio. | 0.69% | −133 795 |
| Intuitive Surgical Inc US:ISRG | 574 200 | $228 mio. | 0.66% | nova |
| SCHWAB CHARLES CORP US:SCHW | 2 466 590 | $228 mio. | 0.65% | +109 200 |
| Capital One Financial Corpor… US:COF | 1 093 438 | $219 mio. | 0.63% | −23 300 |
| Lineage, Inc. US:LINE | 4 736 312 | $205 mio. | 0.59% | −2 665 917 |
| Martin Marietta Materials In… US:MLM | 345 060 | $199 mio. | 0.57% | +22 203 |
| Compass Inc US:COMP | 15 224 831 | $188 mio. | 0.54% | nova |
| Coupang LLC US:CPNG | 10 292 141 | $179 mio. | 0.51% | −1 319 600 |
| LINDE PLC CUSIP G54950103 | 341 538 | $177 mio. | 0.51% | nova |
| Tesla, Inc. US:TSLA | 401 900 | $169 mio. | 0.49% | nova |
| Lattice Semiconductor Corpor… US:LSCC | 1 084 051 | $166 mio. | 0.48% | nova |
| Sea Ltd US:SE · potrdilo o deponiranju | 1 678 332 | $161 mio. | 0.46% | −2 373 801 |
| Affirm Holdings Inc US:AFRM | 1 908 511 | $156 mio. | 0.45% | −28 389 |
| Amazon.com, Inc. US:AMZN | 628 082 | $150 mio. | 0.43% | −1 179 441 |
| Builders FirstSource Inc US:BLDR | 1 639 222 | $147 mio. | 0.42% | nova |
| Apollo Global Management LLC… US:APO | 1 159 000 | $137 mio. | 0.39% | — |
| Qnity Electronics, Inc US:Q | 833 996 | $136 mio. | 0.39% | nova |
| Texas Instruments Incorporat… US:TXN | 405 474 | $121 mio. | 0.35% | −1 347 527 |
| Monolithic Power Systems Inc US:MPWR | 85 103 | $118 mio. | 0.34% | nova |
| AMRIZE LTD CUSIP H2927K103 | 2 187 487 | $117 mio. | 0.34% | nova |
| Unity Software Inc US:U | 3 572 473 | $102 mio. | 0.29% | +312 490 |
| Littelfuse Inc US:LFUS | 224 164 | $102 mio. | 0.29% | nova |
| Shopify Inc US:SHOP | 830 891 | $94.9 mio. | 0.27% | nova |
| CoreWeave, Inc. US:CRWV | 628 446 | $62.6 mio. | 0.18% | nova |
| Snowflake Inc. US:SNOW | 216 019 | $55.0 mio. | 0.16% | nova |
| Hyperliquid Strategies Inc US:PURR | 6 342 600 | $49.9 mio. | 0.14% | −1 657 400 |
| Madison Air Solutions Corpor… US:MAIR | 1 250 000 | $48.8 mio. | 0.14% | nova |
| Analog Devices Inc US:ADI | 102 040 | $40.5 mio. | 0.12% | −190 404 |
| Cerebras Systems Inc. US:CBRS | 150 000 | $33.2 mio. | 0.10% | nova |
| Alphabet Inc. US:GOOG | 85 000 | $30.0 mio. | 0.09% | nova |
| SEAGATE TECHNOLOGY HLDNGS PL CUSIP G7997R103 | 30 115 | $29.1 mio. | 0.08% | nova |
| Quantinuum Inc. Class A US:QNT | 300 000 | $24.5 mio. | 0.07% | nova |
| DPC HOLDINGS PLC CUSIP G2R11M108 | 125 000 | $6.13 mio. | 0.02% | nova |
| TOPBUILD COR CUSIP 89055F103 | 0 (bilo je 213 433) | — | — | prodana |
| XPO Logistics Inc US:XPO | 0 (bilo je 1 287 630) | — | — | prodana |
| ASML HLDG NV CUSIP N07059210 | 0 (bilo je 6 800) | — | — | prodana |
| Autodesk Inc US:ADSK | 0 (bilo je 308 907) | — | — | prodana |
| Broadcom Inc. US:AVGO | 0 (bilo je 981 495) | — | — | prodana |
| CELESTICA INC US:CLS | 0 (bilo je 541 556) | — | — | prodana |
| Knight Transportation Inc US:KNX | 0 (bilo je 5 491 563) | — | — | prodana |
| Live Nation Entertainment, I… US:LYV | 0 (bilo je 674 317) | — | — | prodana |
| NVIDIA Corporation US:NVDA | 0 (bilo je 1 568 793) | — | — | prodana |
| Taiwan Semiconductor Manufac… US:TSM · potrdilo o deponiranju | 0 (bilo je 328 600) | — | — | prodana |
V podjetjih iz naše baze podatkov 2
| Podjetje | Delež | Delnice | Datum poročila |
|---|---|---|---|
| Flowserve Corporation | 3.91% | 4 968 713 | 2026-06-30 |
| SPACE EXPLORATION TECHNOLOGI… | 1.64% | 126 042 232 | 2026-06-30 |
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