D1 Capital Partners L.P.
New York NY · SEC CIK 0001747057
$347.83亿2026Q2 申报市值
55持仓数
76.7%前十大占比 · 第一大 61.9%
18 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPCX 新建仓+$215.36亿
JCI 加仓+$3.69亿
SHW 加仓+$2.68亿
NU 加仓+$2.48亿
ISRG 新建仓+$2.28亿
2026Q2 卖出最多 按季末市值估算
TXN 减仓-$4.02亿
KNX 清仓-$3.16亿
AVGO 清仓-$3.04亿
AMZN 减仓-$2.81亿
NVDA 清仓-$2.74亿
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | -5,491,563 | -100.0% | -$3.16亿 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -981,495 | -100.0% | -$3.04亿 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -1,568,793 | -100.0% | -$2.74亿 | 清仓 |
| XPO | XPO INC | $0 | 0.00% | 0 | -1,287,630 | -100.0% | -$2.51亿 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -541,556 | -100.0% | -$1.53亿 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -328,600 | -100.0% | -$1.11亿 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -674,317 | -100.0% | -$1.03亿 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -213,433 | -100.0% | -$7,497.90万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -308,907 | -100.0% | -$7,395.23万 | 清仓 |
| ASML | ASML HLDG NV | $0 | 0.00% | 0 | -6,800 | -100.0% | -$898.16万 | 清仓 |
| DPC | DPC HOLDINGS PLC | $613.25万 | 0.02% | 125,000 | 125,000 | — | $613.25万 | 新建仓 |
| QNT | QUANTINUUM INC | $2,452.20万 | 0.07% | 300,000 | 300,000 | — | $2,452.20万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,906.10万 | 0.08% | 30,115 | 30,115 | — | $2,906.10万 | 新建仓 |
| GOOG | ALPHABET INC | $3,003.30万 | 0.09% | 85,000 | 85,000 | — | $3,003.30万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC | $3,315.00万 | 0.10% | 150,000 | 150,000 | — | $3,315.00万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $4,052.72万 | 0.12% | 102,040 | -190,404 | -65.1% | -$7,562.28万 | 减仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $4,875.00万 | 0.14% | 1,250,000 | 1,250,000 | — | $4,875.00万 | 新建仓 |
| PURR | HYPERLIQUID STRATEGIES INC | $4,991.63万 | 0.14% | 6,342,600 | -1,657,400 | -20.7% | -$1,304.37万 | 减仓 |
| SNOW | SNOWFLAKE INC | $5,497.68万 | 0.16% | 216,019 | 216,019 | — | $5,497.68万 | 新建仓 |
| CRWV | COREWEAVE INC | $6,255.55万 | 0.18% | 628,446 | 628,446 | — | $6,255.55万 | 新建仓 |
| SHOP | SHOPIFY INC | $9,487.11万 | 0.27% | 830,891 | 830,891 | — | $9,487.11万 | 新建仓 |
| LFUS | LITTELFUSE INC | $1.02亿 | 0.29% | 224,164 | 224,164 | — | $1.02亿 | 新建仓 |
| U | UNITY SOFTWARE INC | $1.02亿 | 0.29% | 3,572,473 | 312,490 | 9.6% | $893.10万 | 加仓 |
| AMRZ | AMRIZE LTD | $1.17亿 | 0.34% | 2,187,487 | 2,187,487 | — | $1.17亿 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.18亿 | 0.34% | 85,103 | 85,103 | — | $1.18亿 | 新建仓 |
| TXN | TEXAS INSTRS INC | $1.21亿 | 0.35% | 405,474 | -1,347,527 | -76.9% | -$4.02亿 | 减仓 |
| Q | QNITY ELECTRONICS INC | $1.36亿 | 0.39% | 833,996 | -103,139 | -11.0% | -$1,684.36万 | 重新持有 |
| APO | APOLLO GLOBAL MGMT INC | $1.37亿 | 0.39% | 1,159,000 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1.47亿 | 0.42% | 1,639,222 | 1,639,222 | — | $1.47亿 | 新建仓 |
| AMZN | AMAZON COM INC | $1.50亿 | 0.43% | 628,082 | -1,179,441 | -65.3% | -$2.81亿 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $1.56亿 | 0.45% | 1,908,511 | -28,389 | -1.5% | -$231.51万 | 减仓 |
| SE | SEA LTD | $1.61亿 | 0.46% | 1,678,332 | -2,373,801 | -58.6% | -$2.27亿 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1.66亿 | 0.48% | 1,084,051 | 1,084,051 | — | $1.66亿 | 新建仓 |
| TSLA | TESLA INC | $1.69亿 | 0.49% | 401,900 | 401,900 | — | $1.69亿 | 新建仓 |
| LIN | LINDE PLC | $1.77亿 | 0.51% | 341,538 | -142,270 | -29.4% | -$7,382.96万 | 重新持有 |
| CPNG | COUPANG INC | $1.79亿 | 0.51% | 10,292,141 | -1,319,600 | -11.4% | -$2,292.15万 | 减仓 |
| COMP | COMPASS INC | $1.88亿 | 0.54% | 15,224,831 | 15,224,831 | — | $1.88亿 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1.99亿 | 0.57% | 345,060 | 22,203 | 6.9% | $1,280.45万 | 加仓 |
| LINE | LINEAGE INC | $2.05亿 | 0.59% | 4,736,312 | -2,665,917 | -36.0% | -$1.15亿 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $2.19亿 | 0.63% | 1,093,438 | -23,300 | -2.1% | -$467.44万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $2.28亿 | 0.65% | 2,466,590 | 109,200 | 4.6% | $1,007.59万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2.28亿 | 0.66% | 574,200 | 574,200 | — | $2.28亿 | 新建仓 |
| DASH | DOORDASH INC | $2.41亿 | 0.69% | 1,303,705 | -133,795 | -9.3% | -$2,468.92万 | 减仓 |
| CVNA | CARVANA CO | $2.49亿 | 0.72% | 3,779,517 | 437,357 | 13.1% | $2,878.68万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.61亿 | 0.75% | 568,855 | 228,361 | 67.1% | $1.05亿 | 加仓 |
| GOOGL | ALPHABET INC | $2.64亿 | 0.76% | 738,300 | 269,400 | 57.5% | $9,627.55万 | 加仓 |
| DIS | DISNEY WALT CO | $2.77亿 | 0.80% | 2,874,400 | 519,300 | 22.1% | $4,998.26万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $3.04亿 | 0.87% | 1,282,038 | 932,691 | 267.0% | $2.21亿 | 加仓 |
| META | META PLATFORMS INC | $3.19亿 | 0.92% | 566,500 | 190,338 | 50.6% | $1.07亿 | 重新持有 |
| APP | APPLOVIN CORP | $3.45亿 | 0.99% | 669,282 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $3.68亿 | 1.06% | 4,968,713 | -905,728 | -15.4% | -$6,716.88万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $3.90亿 | 1.12% | 4,975,364 | 286,941 | 6.1% | $2,249.62万 | 加仓 |
| CLH | CLEAN HARBORS INC | $3.93亿 | 1.13% | 1,315,501 | -22,780 | -1.7% | -$680.55万 | 减仓 |
| KRC | KILROY REALTY CORP | $3.93亿 | 1.13% | 10,498,120 | -776,957 | -6.9% | -$2,911.26万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4.10亿 | 1.18% | 817,123 | 92,118 | 12.7% | $4,618.43万 | 加仓 |
| RDDT | REDDIT INC | $4.28亿 | 1.23% | 2,464,411 | 5,260 | 0.2% | $91.30万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $4.31亿 | 1.24% | 1,252,471 | 778,718 | 164.4% | $2.68亿 | 加仓 |
| DHR | DANAHER CORP DEL | $4.35亿 | 1.25% | 2,282,039 | -22,109 | -1.0% | -$421.13万 | 减仓 |
| USFD | US FOODS HLDG CORP | $4.60亿 | 1.32% | 4,501,964 | 218,490 | 5.1% | $2,234.06万 | 加仓 |
| MELI | MERCADOLIBRE INC | $4.71亿 | 1.35% | 277,475 | -96,200 | -25.7% | -$1.63亿 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $5.48亿 | 1.58% | 3,751,887 | 2,527,832 | 206.5% | $3.69亿 | 加仓 |
| NU | NU HLDGS LTD | $5.93亿 | 1.71% | 44,418,543 | 18,527,842 | 71.6% | $2.48亿 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $7.21亿 | 2.07% | 27,545,516 | -754,767 | -2.7% | -$1,975.98万 | 减仓 |
| CART | MAPLEBEAR INC | $10.68亿 | 3.07% | 22,564,435 | 6,180 | 0.0% | $29.26万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $215.36亿 | 61.91% | 126,042,232 | 126,042,232 | — | $215.36亿 | 新建仓 |