D1 Capital Partners Q2 2026 13F: largest position changesD1 Capital Partners 2026年Q2 13F：重点持仓变化

📊 13F持仓｜D1 Capital Partners

截至2026年6月30日｜美股多头市值 $34.8B

重点增持

• 新建｜Space Exploration Technologies… (SPCX)｜期末 $21.5B

• 加仓 +72%｜Nu Holdings Ltd. (NU)｜期末 $593M

• 加仓 +207%｜江森自控公司 (JCI)｜期末 $548M

重点减持

• 减仓 -26%｜MercadoLibre, Inc. (MELI)｜期末 $646M

• 减仓 -15%｜福斯公司 (FLS)｜期末 $432M

• 减仓 -65%｜亚马逊 (AMZN)｜期末 $376M

注：13F为季度末持仓快照，披露存在滞后。

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📊 13F holdings | D1 Capital Partners

as of 2026-06-30 | reported long value $34.8B

Largest additions

• New | Space Exploration Technologies… (SPCX) | quarter-end $21.5B

• Shares +72% | Nu Holdings Ltd. (NU) | quarter-end $593M

• Shares +207% | Johnson Controls International… (JCI) | quarter-end $548M

Largest reductions

• Shares -26% | MercadoLibre, Inc. (MELI) | quarter-end $646M

• Shares -15% | Flowserve Corporation (FLS) | quarter-end $432M

• Shares -65% | Amazon.com, Inc. (AMZN) | quarter-end $376M

Note: 13F is a delayed quarter-end holdings snapshot.