Durable Capital Partners LP and D1 Capital Partners LP: where the books meet
At Q2 2026, 7.6% of the two 13F books was the same, across 11 stocks both listed, against 0.0% at Q4 2019. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.
- Q4 2019: 0.0%, 0 in both
- Q1 2020: 0.0%, 0 in both
- Q2 2020: 0.9%, 2 in both
- Q3 2020: 4.3%, 3 in both
- Q4 2020: 5.6%, 4 in both
- Q1 2021: 7.4%, 5 in both
- Q2 2021: 8.5%, 6 in both
- Q3 2021: 10%, 8 in both
- Q4 2021: 15%, 9 in both
- Q1 2022: 14%, 7 in both
- Q2 2022: 10%, 4 in both
- Q3 2022: 6.2%, 4 in both
- Q4 2022: 4.7%, 5 in both
- Q1 2023: 2.0%, 3 in both
- Q2 2023: 3.6%, 4 in both
- Q3 2023: 2.5%, 3 in both
- Q4 2023: 2.5%, 3 in both
- Q1 2024: 0.4%, 1 in both
- Q2 2024: 0.9%, 1 in both
- Q3 2024: 3.3%, 3 in both
- Q4 2024: 4.7%, 4 in both
- Q1 2025: 6.8%, 6 in both
- Q2 2025: 6.6%, 4 in both
- Q3 2025: 12%, 7 in both
- Q4 2025: 12%, 8 in both
- Q1 2026: 19%, 9 in both
- Q2 2026: 7.6%, 11 in both
Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.
What the overlap is made of, Q2 2026
Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.
| Stock | Durable Capital Partners LP | D1 Capital Partners LP |
|---|---|---|
| Mercadolibre Inc(MELI) | 5.1%Trimmed | 1.4%Trimmed |
| Clean Harbors Inc(CLH) | 2.6%Trimmed | 1.1%Trimmed |
| Flowserve Corp(FLS) | 2.1%Added | 1.1%Trimmed |
| Ferguson Enterprises Inc(FERG) | 6.9%Added | 0.9%Added |
| Carvana Co(CVNA) | 4.3%Added | 0.7%Added |
| Doordash Inc(DASH) | 7.5%Trimmed | 0.7%Trimmed |
| Coupang Inc(CPNG) | 0.7%Trimmed | 0.5%Trimmed |
| Affirm HLDGS Inc(AFRM) | 3.5%Trimmed | 0.4%Trimmed |
| Qnity Electronics Inc(Q) | 7.2%Trimmed | 0.4%New |
| Shopify Inc(SHOP) | 2.6%Added | 0.3%New |
| Madison Air Solutions Corp(MAIR) | 3.9%New | 0.1%New |
Moved different ways in Q2 2026
Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.
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