D1 Capital Partners L.P. activity
Every position Dan Sundheim opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
21
Add
16
Reduce
16
Exit
10
63 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| SPCX | New | 0% to 61.9% | $21.5B | Q1→Q2 |
| META | New | 0% to 0.92% | $319M | Q1→Q2 |
| ISRG | New | 0% to 0.66% | $228M | Q1→Q2 |
| COMP | New | 0% to 0.54% | $188M | Q1→Q2 |
| LIN | New | 0% to 0.51% | $177M | Q1→Q2 |
| TSLA | New | 0% to 0.49% | $169M | Q1→Q2 |
| LSCC | New | 0% to 0.48% | $166M | Q1→Q2 |
| BLDR | New | 0% to 0.42% | $147M | Q1→Q2 |
| Q | New | 0% to 0.39% | $136M | Q1→Q2 |
| MPWR | New | 0% to 0.34% | $118M | Q1→Q2 |
| AMRZ | New | 0% to 0.34% | $117M | Q1→Q2 |
| LFUS | New | 0% to 0.29% | $102M | Q1→Q2 |
| SHOP | New | 0% to 0.27% | $95M | Q1→Q2 |
| CRWV | New | 0% to 0.18% | $63M | Q1→Q2 |
| SNOW | New | 0% to 0.16% | $55M | Q1→Q2 |
| MAIR | New | 0% to 0.14% | $49M | Q1→Q2 |
| CBRS | New | 0% to 0.10% | $33M | Q1→Q2 |
| GOOG | New | 0% to 0.09% | $30M | Q1→Q2 |
| STX | New | 0% to 0.08% | $29M | Q1→Q2 |
| QNT | New | 0% to 0.07% | $25M | Q1→Q2 |
| DPC | New | 0% to 0.02% | $6.1M | Q1→Q2 |
| KNX | Exit | 2.8% to 0% | $316M | Q1→Q2 |
| AVGO | Exit | 2.7% to 0% | $304M | Q1→Q2 |
| NVDA | Exit | 2.4% to 0% | $274M | Q1→Q2 |
| XPO | Exit | 2.2% to 0% | $251M | Q1→Q2 |
| CLS | Exit | 1.4% to 0% | $153M | Q1→Q2 |
| TSM | Exit | 0.99% to 0% | $111M | Q1→Q2 |
| LYV | Exit | 0.92% to 0% | $103M | Q1→Q2 |
| BLD | Exit | 0.67% to 0% | $75M | Q1→Q2 |
| ADSK | Exit | 0.66% to 0% | $74M | Q1→Q2 |
| ASML | Exit | 0.08% to 0% | $9M | Q1→Q2 |
| CART | Add | 7.5% to 3.1% | 0.0% sh | Q1→Q2 |
| USFD | Add | 3.5% to 1.3% | +5.1% sh | Q1→Q2 |
| TMO | Add | 3.2% to 1.2% | +12.7% sh | Q1→Q2 |
| SGI | Add | 3.1% to 1.1% | +6.1% sh | Q1→Q2 |
| RDDT | Add | 3.0% to 1.2% | +0.2% sh | Q1→Q2 |
| NU | Add | 3.3% to 1.7% | +71.6% sh | Q1→Q2 |
| SCHW | Add | 2.0% to 0.65% | +4.6% sh | Q1→Q2 |
| DIS | Add | 2.0% to 0.80% | +22.1% sh | Q1→Q2 |
| CVNA | Add | 1.9% to 0.72% | +465.4% sh | Q1→Q2 |
| MLM | Add | 1.7% to 0.57% | +6.9% sh | Q1→Q2 |
| SPOT | Add | 1.5% to 0.75% | +67.1% sh | Q1→Q2 |
| GOOGL | Add | 1.2% to 0.76% | +57.5% sh | Q1→Q2 |
| U | Add | 0.64% to 0.29% | +9.6% sh | Q1→Q2 |
| FERG | Add | 0.73% to 0.87% | +267.0% sh | Q1→Q2 |
| JCI | Add | 1.4% to 1.6% | +206.5% sh | Q1→Q2 |
| SHW | Add | 1.4% to 1.2% | +164.4% sh | Q1→Q2 |
| MELI | Reduce | 5.8% to 1.4% | −25.7% sh | Q1→Q2 |
| AMZN | Reduce | 3.4% to 0.43% | −65.3% sh | Q1→Q2 |
| FLS | Reduce | 3.8% to 1.1% | −15.4% sh | Q1→Q2 |
| JHX | Reduce | 4.8% to 2.1% | −2.7% sh | Q1→Q2 |
| TXN | Reduce | 3.0% to 0.35% | −76.9% sh | Q1→Q2 |
| DHR | Reduce | 3.9% to 1.3% | −1.0% sh | Q1→Q2 |
| SE | Reduce | 3.0% to 0.46% | −58.6% sh | Q1→Q2 |
| CLH | Reduce | 3.4% to 1.1% | −1.7% sh | Q1→Q2 |
| KRC | Reduce | 2.8% to 1.1% | −6.9% sh | Q1→Q2 |
| LINE | Reduce | 2.2% to 0.59% | −36.0% sh | Q1→Q2 |
| CPNG | Reduce | 2.0% to 0.51% | −11.4% sh | Q1→Q2 |
| DASH | Reduce | 1.9% to 0.69% | −9.3% sh | Q1→Q2 |
| COF | Reduce | 1.8% to 0.63% | −2.1% sh | Q1→Q2 |
| ADI | Reduce | 0.83% to 0.12% | −65.1% sh | Q1→Q2 |
| AFRM | Reduce | 0.79% to 0.45% | −1.5% sh | Q1→Q2 |
| PURR | Reduce | 0.36% to 0.14% | −20.7% sh | Q1→Q2 |