Manager

Dan Sundheim

SEC filing name: D1 Capital Partners L.P.

All 13F filings

Notable person
Dan Sundheim
SEC filing name
D1 Capital Partners L.P.
Location
New York, NY
CIK
0001747057
All SEC filings
View on sec.gov

AUM over time

13F holdings value ($ millions)

showing latest · scroll left for older quarters

Portfolio

Latest Disclosed Portfolio

2026 Q1 · filed 5/15/2026 · 44 long positions · top 12 shown

  1. MAPLEBEAR INC 7.5%
  2. MERCADOLIBRE INC - MELI 5.8%
  3. JAMES HARDIE INDS PLC 4.8%
  4. DANAHER CORP DEL - DHR 3.9%
  5. FLOWSERVE CORP 3.8%
  6. US FOODS HLDG CORP 3.5%
  7. CLEAN HARBORS INC 3.4%
  8. AMAZON COM INC - AMZN 3.4%
  9. NU HLDGS LTD 3.3%
  10. THERMO FISHER SCIENTIFIC INC - TMO 3.2%
  11. SOMNIGROUP INTERNATIONAL INC 3.1%
  12. TEXAS INSTRS INC - TXN 3.0%
  13. Other 51.3%

This quarter’s activity

2026 Q1 vs 2025 Q4 · filed 5/15/2026

all activity → full comparison →
Action Issuer Δ Shares Δ Port %
New Nu Hldgs Ltd +25,890,701 +3.31 pp
New TMO · Thermo Fisher Scientific Inc. +725,005 +3.17 pp
New Somnigroup International Inc. +4,688,423 +3.09 pp
Add DHR · Danaher Corp. Del +1,744,421 +2.69 pp
Reduce Clean Harbors Inc. -1,443,601 -2.68 pp
Add TXN · Texas Instrs Inc. +1,267,183 +2.24 pp
Exit META · Meta Platforms Inc. -376,162 -2.32 pp
New CPNG · Coupang Inc. +11,611,741 +1.95 pp
New DASH · Doordash Inc. +1,437,500 +1.92 pp
New CVNA · Carvana Co. +668,432 +1.87 pp
Exit ENTG · Entegris Inc. -2,493,416 -1.96 pp
Exit LIN · Linde PLC -483,808 -1.93 pp
Filing ID Report period Holdings Value ($000) Form type Date filed Name
000117266126002178 Q1 2026 44 11,232,639,222 13F-HR 5/15/2026 D1 Capital Partners L.P.
000117266126000855 Q4 2025 42 10,702,130,196 13F-HR 2/17/2026 D1 Capital Partners L.P.
000117266125004963 Q3 2025 38 8,707,803,096 13F-HR 11/14/2025 D1 Capital Partners L.P.
000117266125003278 Q2 2025 33 7,203,884,183 13F-HR 8/14/2025 D1 Capital Partners L.P.
000117266125002062 Q1 2025 41 6,527,317,282 13F-HR 5/15/2025 D1 Capital Partners L.P.
000117266125000951 Q4 2024 35 6,016,852,228 13F-HR 2/14/2025 D1 Capital Partners L.P.
000117266124004793 Q3 2024 34 5,176,913,420 13F-HR 11/14/2024 D1 Capital Partners L.P.
000117266124003352 Q2 2024 35 5,928,697,018 13F-HR 8/14/2024 D1 Capital Partners L.P.
000117266124002322 Q1 2024 34 6,575,677,004 13F-HR 5/15/2024 D1 Capital Partners L.P.
000117266124000870 Q4 2023 28 5,690,637,450 13F-HR 2/14/2024 D1 Capital Partners L.P.
000117266123003845 Q3 2023 37 6,942,931,823 13F-HR 11/14/2023 D1 Capital Partners L.P.
000117266123003002 Q2 2023 38 5,197,459,697 13F-HR 8/14/2023 D1 Capital Partners L.P.
000117266123002096 Q1 2023 35 5,314,230,200 13F-HR 5/15/2023 D1 Capital Partners L.P.
000117266123000895 Q4 2022 30 4,877,181,125 13F-HR 2/14/2023 D1 Capital Partners L.P.
000117266122002379 Q3 2022 33 5,479,874 13F-HR 11/14/2022 D1 Capital Partners L.P.
000117266122001842 Q2 2022 24 4,220,596 13F-HR 8/15/2022 D1 Capital Partners L.P.
000117266122001310 Q1 2022 25 8,492,155 13F-HR 5/16/2022 D1 Capital Partners L.P.
000117266122000450 Q4 2021 45 16,554,406 13F-HR 2/14/2022 D1 Capital Partners L.P.
000117266121002238 Q3 2021 66 17,884,622 13F-HR 11/15/2021 D1 Capital Partners L.P.