Manager activity
D1 Capital Partners L.P.
Dan Sundheim
New
21
Add
16
Reduce
16
Exit
10
63 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| SPCX | New | +61.91 pp | opened 61.9% | Q1→Q2 |
| META | New | +0.92 pp | opened 0.92% | Q1→Q2 |
| ISRG | New | +0.66 pp | opened 0.66% | Q1→Q2 |
| COMP | New | +0.54 pp | opened 0.54% | Q1→Q2 |
| LIN | New | +0.51 pp | opened 0.51% | Q1→Q2 |
| TSLA | New | +0.49 pp | opened 0.49% | Q1→Q2 |
| LSCC | New | +0.48 pp | opened 0.48% | Q1→Q2 |
| BLDR | New | +0.42 pp | opened 0.42% | Q1→Q2 |
| Q | New | +0.39 pp | opened 0.39% | Q1→Q2 |
| MPWR | New | +0.34 pp | opened 0.34% | Q1→Q2 |
| AMRZ | New | +0.34 pp | opened 0.34% | Q1→Q2 |
| LFUS | New | +0.29 pp | opened 0.29% | Q1→Q2 |
| SHOP | New | +0.27 pp | opened 0.27% | Q1→Q2 |
| CRWV | New | +0.18 pp | opened 0.18% | Q1→Q2 |
| SNOW | New | +0.16 pp | opened 0.16% | Q1→Q2 |
| MAIR | New | +0.14 pp | opened 0.14% | Q1→Q2 |
| CBRS | New | +0.10 pp | opened 0.10% | Q1→Q2 |
| GOOG | New | +0.09 pp | opened 0.09% | Q1→Q2 |
| STX | New | +0.08 pp | opened 0.08% | Q1→Q2 |
| QNT | New | +0.07 pp | opened 0.07% | Q1→Q2 |
| DPC | New | +0.02 pp | opened 0.02% | Q1→Q2 |
| KNX | Exit | −2.82 pp | was 2.8% | Q1→Q2 |
| AVGO | Exit | −2.70 pp | was 2.7% | Q1→Q2 |
| NVDA | Exit | −2.44 pp | was 2.4% | Q1→Q2 |
| XPO | Exit | −2.23 pp | was 2.2% | Q1→Q2 |
| CLS | Exit | −1.36 pp | was 1.4% | Q1→Q2 |
| TSM | Exit | −0.99 pp | was 0.99% | Q1→Q2 |
| LYV | Exit | −0.92 pp | was 0.92% | Q1→Q2 |
| BLD | Exit | −0.67 pp | was 0.67% | Q1→Q2 |
| ADSK | Exit | −0.66 pp | was 0.66% | Q1→Q2 |
| ASML | Exit | −0.08 pp | was 0.08% | Q1→Q2 |
| CART | Add | −4.45 pp | 0.0% sh | Q1→Q2 |
| USFD | Add | −2.19 pp | +5.1% sh | Q1→Q2 |
| TMO | Add | −1.99 pp | +12.7% sh | Q1→Q2 |
| SGI | Add | −1.96 pp | +6.1% sh | Q1→Q2 |
| RDDT | Add | −1.72 pp | +0.2% sh | Q1→Q2 |
| NU | Add | −1.61 pp | +71.6% sh | Q1→Q2 |
| SCHW | Add | −1.32 pp | +4.6% sh | Q1→Q2 |
| DIS | Add | −1.23 pp | +22.1% sh | Q1→Q2 |
| CVNA | Add | −1.16 pp | +465.4% sh | Q1→Q2 |
| MLM | Add | −1.12 pp | +6.9% sh | Q1→Q2 |
| SPOT | Add | −0.72 pp | +67.1% sh | Q1→Q2 |
| GOOGL | Add | −0.44 pp | +57.5% sh | Q1→Q2 |
| U | Add | −0.34 pp | +9.6% sh | Q1→Q2 |
| FERG | Add | +0.15 pp | +267.0% sh | Q1→Q2 |
| JCI | Add | +0.15 pp | +206.5% sh | Q1→Q2 |
| SHW | Add | −0.11 pp | +164.4% sh | Q1→Q2 |
| MELI | Reduce | −4.40 pp | −25.7% sh | Q1→Q2 |
| AMZN | Reduce | −2.92 pp | −65.3% sh | Q1→Q2 |
| FLS | Reduce | −2.79 pp | −15.4% sh | Q1→Q2 |
| JHX | Reduce | −2.70 pp | −2.7% sh | Q1→Q2 |
| TXN | Reduce | −2.68 pp | −76.9% sh | Q1→Q2 |
| DHR | Reduce | −2.64 pp | −1.0% sh | Q1→Q2 |
| SE | Reduce | −2.52 pp | −58.6% sh | Q1→Q2 |
| CLH | Reduce | −2.29 pp | −1.7% sh | Q1→Q2 |
| KRC | Reduce | −1.70 pp | −6.9% sh | Q1→Q2 |
| LINE | Reduce | −1.57 pp | −36.0% sh | Q1→Q2 |
| CPNG | Reduce | −1.44 pp | −11.4% sh | Q1→Q2 |
| DASH | Reduce | −1.23 pp | −9.3% sh | Q1→Q2 |
| COF | Reduce | −1.18 pp | −2.1% sh | Q1→Q2 |
| ADI | Reduce | −0.71 pp | −65.1% sh | Q1→Q2 |
| AFRM | Reduce | −0.34 pp | −1.5% sh | Q1→Q2 |
| PURR | Reduce | −0.22 pp | −20.7% sh | Q1→Q2 |