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Portfolio (Quarterly) Guide ↗

D1 Capital Partners L.P.

· CIK 0001747057
13F Portfolio $10.7B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 42 New
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PURR HYPERLIQUID STRATEGIES INC Basic Materials 8,000,000.0 $28.5M 0.27% NEW $3.56 +197.2%
42 MDLN MEDLINE INC Healthcare 377,131.0 $15.8M 0.15% NEW $42.00 -18.4%
Page 3 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 22.4%
Consumer Cyclical 22.1%
Technology 18.6%
Communication Services 12.1%
Real Estate 6.5%
Financial Services 5.8%
Basic Materials 5.5%
Consumer Defensive 3.2%
Healthcare 2.9%
Utilities 0.9%