account_balance
Investment manager · 13F filer · SEC CIK 1747057
D1 Capital Partners L.P.
Reported value$34.8Bas of Jun 30, 2026
Positions55 21 new, 10 sold out
Top 10 weight76.7%SPCX alone is 62%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPCXSpace Exploration Techn Corp
61.9%New
CARTMaplebear Inc
3.1%
JHX2.1%NUNu Hldgs Ltd
1.7%Added +72%
JCI1.6%MELIMercadolibre Inc
1.4%Trimmed −26%
USFD1.3%DHR1.2%SHW1.2%RDDT1.2%TMO1.2%KRC1.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPCX Space Exploration Techn Corp 61.9% NewCART Maplebear Inc 3.1% HeldJHX James Hardie Inds PLC 2.1% Trimmed −3%NU Nu Hldgs Ltd 1.7% Added +72%JCI Johnson Controls Internation 1.6% Added +207%MELI Mercadolibre Inc 1.4% Trimmed −26%USFD US Foods HLDG Corp 1.3% Added +5%DHR Danaher Corp 1.2% HeldSHW Sherwin Williams Co 1.2% Added +164%RDDT Reddit Inc 1.2% HeldTMO Thermo Fisher Scientific Inc 1.2% Added +13%KRC Kilroy Realty Corp 1.1% Trimmed −7%
What changed