# EDGAR Filing Document

**Accession Number:** 0001747057
**File Stem:** 0001172661-25-004033
**Filing Date:** 2025-8
**Character Count:** 20022
**Document Hash:** 3b8dd021ef962a4d876de19d3d4b8a4d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-004033.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001172661-25-004033

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** D1 Capital Partners L.P.
- **CENTRAL INDEX KEY:** 0001747057

**ORGANIZATION NAME:**
- **EIN:** 822247965
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19335
- **FILM NUMBER:** 251279674

**BUSINESS ADDRESS:**
- **STREET 1:** 9 WEST 57TH STREET
- **STREET 2:** 36TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019
- **BUSINESS PHONE:** (212) 390-9100

**MAIL ADDRESS:**
- **STREET 1:** 9 WEST 57TH STREET
- **STREET 2:** 36TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001747057

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** D1 Capital Partners L.P.

**Address:** 9 WEST 57TH STREET, NEW YORK, NY 10019

**Telephone number:** 212-390-9124

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-19335

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                                 | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                                            | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Constellation Brands, Inc.                     | 21036P108 | 07/17/2024     | To approve, by an advisory vote, the compensation of the Company's named executive officers as disclosed in the Proxy Statement.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         314763 |                0 | FOR         |                                   314763 | FOR                         |  |
| Microsoft Corporation                          | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote")                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         126634 |                0 | FOR         |                                   126634 | FOR                         |  |
| PTC Inc.                                       | 69370C100 | 02/12/2025     | Advisory vote to approve the compensation of our named executive officers (say-on-pay).                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         169252 |                0 | FOR         |                                   169252 | FOR                         |  |
| Toll Brothers, Inc.                            | 889478103 | 03/11/2025     | The approval, in an advisory and non-binding votes of the compensation of the Company's named executive officers.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         685653 |                0 | FOR         |                                   685653 | FOR                         |  |
| Lennar Corporation                             | 526057104 | 04/09/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         401706 |                0 | FOR         |                                   401706 | FOR                         |  |
| Synopsys, Inc.                                 | 871607107 | 04/10/2025     | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the attached Proxy Statement.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         176489 |                0 | FOR         |                                   176489 | FOR                         |  |
| Broadcom Inc.                                  | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         237760 |                0 | FOR         |                                   237760 | FOR                         |  |
| Bank of America Corporation                    | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        4529607 |                0 | FOR         |                                  4529607 | FOR                         |  |
| Entegris, Inc.                                 | 29362U104 | 04/23/2025     | Approval, by non-binding vote, of the compensation paid to Entegris, Inc.'s named executive officers (advisory vote).                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        2678719 |                0 | FOR         |                                  2678719 | FOR                         |  |
| Primo Brands Corporation                       | 741623102 | 05/01/2025     | Non-Binding Advisory Vote on Executive Compensation. Approval, on a non-binding advisory basis, of the compensation of Primo Brands Corporation's named executive officers.                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        1452416 |                0 | FOR         |                                  1452416 | FOR                         |  |
| Primo Brands Corporation                       | 741623102 | 05/01/2025     | Non-Binding Advisory Vote on the Frequency of Future Advisory Votes on Executive Compensation. Approval, on a non-binding advisory basis, of the frequency of future non-binding advisory votes on the compensation of Primo Brands Corporation's named executive officers. | SECTION 14A SAY-ON-PAY VOTES |        1452416 |                0 | ONE YEAR    |                                  1452416 | FOR                         |  |
| Philip Morris International Inc.               | 718172109 | 05/07/2025     | Advisory Vote Approving Executive Compensation                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        1608701 |                0 | FOR         |                                  1608701 | FOR                         |  |
| Alaska Air Group, Inc.                         | 011659109 | 05/08/2025     | Approval (on an advisory basis) the compensation of the Company's Named Executive Officers.                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        2369502 |                0 | FOR         |                                  2369502 | FOR                         |  |
| Capital One Financial Corporation              | 14040H105 | 05/08/2025     | Advisory vote on our Named Executive Officer compensation ("Say on Pay").                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         507032 |                0 | FOR         |                                   507032 | FOR                         |  |
| Elevance Health, Inc.                          | 036752103 | 05/14/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         484369 |                0 | FOR         |                                   484369 | FOR                         |  |
| Somnigroup International, Inc.                 | 88023U101 | 05/14/2025     | ADVISORY VOTE TO APPROVE THE COMPENSATION OF NAMED EXECUTIVE OFFICERS.                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          96135 |                0 | FOR         |                                    96135 | FOR                         |  |
| XPO, Inc.                                      | 983793100 | 05/15/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        2096553 |                0 | FOR         |                                  2096553 | FOR                         |  |
| Charles River Laboratories International, Inc. | 159864107 | 05/20/2025     | Advisory Approval of 2024 Executive Officer Compensation                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         683402 |            68954 | FOR         |                                   683402 | FOR                         |  |
| Kilroy Realty Corporation                      | 49427F108 | 05/20/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        1316487 |                0 | FOR         |                                  1316487 | FOR                         |  |
| Amazon.com, Inc.                               | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         746163 |                0 | AGAINST     |                                   746163 | AGAINST                     |  |
| Maplebear Inc.                                 | 565394103 | 05/22/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |       22520618 |                0 | FOR         |                                 22520618 | FOR                         |  |
| The Charles Schwab Corporation                 | 808513105 | 05/22/2025     | Advisory approval of named executive officer compensation                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        3526056 |                0 | FOR         |                                  3526056 | FOR                         |  |
| US Foods Holding Corp.                         | 912008109 | 05/22/2025     | Advisory approval of the compensation paid to our named executive officers, as disclosed in the Proxy Statement.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         853839 |                0 | FOR         |                                   853839 | FOR                         |  |
| GE Healthcare Technologies, Inc.               | 36266G107 | 05/28/2025     | Approval of our named executive officers' compensation in an advisory vote.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         901884 |                0 | FOR         |                                   901884 | FOR                         |  |
| Royal Caribbean Cruises Ltd.                   | V7780T103 | 05/28/2025     | Advisory approval of the Company's compensation of its named executive officers.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         951064 |                0 | FOR         |                                   951064 | FOR                         |  |
| Bath  Body Works, Inc.                         | 070830104 | 06/05/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        1339043 |                0 | FOR         |                                  1339043 | FOR                         |  |
| Reddit, Inc.                                   | 75734B100 | 06/09/2025     | Advisory vote on the compensation of our named executive officers.                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        1354600 |                0 | FOR         |                                  1354600 | FOR                         |  |
| Reddit, Inc.                                   | 75734B100 | 06/09/2025     | Advisory vote on the frequency of future advisory votes on the compensation of our named executive officers.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        1354600 |                0 | ONE YEAR    |                                  1354600 | FOR                         |  |
| Autodesk, Inc.                                 | 052769106 | 06/18/2025     | Approve, on an advisory (non-binding) basis, the compensation of Autodesk, Inc's named executive officers.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         160216 |                0 | FOR         |                                   160216 | FOR                         |  |
| Lineage, Inc.                                  | 53566V106 | 06/18/2025     | Advisory (non-binding) approval of the compensation of our named executive officers.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        1957405 |                0 | FOR         |                                  1957405 | FOR                         |  |
| Lineage, Inc.                                  | 53566V106 | 06/18/2025     | Advisory (non-binding) approval of the frequency of future advisory votes on the compensation of our named executive officers.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        1957405 |                0 | ONE YEAR    |                                  1957405 | FOR                         |  |
| Core  Main, Inc.                               | 21874C102 | 06/24/2025     | Advisory vote to approve Core  Main's named executive officer compensation.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        3531505 |                0 | FOR         |                                  3531505 | FOR                         |  |
| ANSYS, Inc.                                    | 03662Q105 | 06/27/2025     | Advisory Approval of the Compensation of Our Named Executive Officers                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         760786 |                0 | FOR         |                                   760786 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** D1 Capital Partners L.P.

**By (Signature):** Amanda Hector

**By (Printed Signature):** Amanda Hector

**By (Title):** General Counsel / Chief Compliance Officer

**Date:** 08/29/2025