Manager activity
Dan Sundheim
New
16
Add
13
Reduce
9
Exit
14
moves
52 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| — | New | +3.31 pp | +25,890,701 sh | 2025Q4→2026Q1 |
| TMO | New | +3.17 pp | +725,005 sh | 2025Q4→2026Q1 |
| — | New | +3.09 pp | +4,688,423 sh | 2025Q4→2026Q1 |
| DHR | Add | +2.69 pp | +311.7% sh | 2025Q4→2026Q1 |
| — | Reduce | -2.68 pp | -51.9% sh | 2025Q4→2026Q1 |
| TXN | Add | +2.24 pp | +260.8% sh | 2025Q4→2026Q1 |
| META | Exit | -2.32 pp | -376,162 sh | 2025Q4→2026Q1 |
| CPNG | New | +1.95 pp | +11,611,741 sh | 2025Q4→2026Q1 |
| DASH | New | +1.92 pp | +1,437,500 sh | 2025Q4→2026Q1 |
| CVNA | New | +1.87 pp | +668,432 sh | 2025Q4→2026Q1 |
| ENTG | Exit | -1.96 pp | -2,493,416 sh | 2025Q4→2026Q1 |
| LIN | Exit | -1.93 pp | -483,808 sh | 2025Q4→2026Q1 |
| SATS | Exit | -1.88 pp | -1,855,800 sh | 2025Q4→2026Q1 |
| MELI | Add | +1.53 pp | +66.5% sh | 2025Q4→2026Q1 |
| MLM | New | +1.69 pp | +322,857 sh | 2025Q4→2026Q1 |
| AVGO | Add | +1.54 pp | +173.7% sh | 2025Q4→2026Q1 |
| SNPS | Exit | -1.66 pp | -378,350 sh | 2025Q4→2026Q1 |
| SHW | Reduce | -1.56 pp | -50.8% sh | 2025Q4→2026Q1 |
| RDDT | Add | -1.60 pp | +16.1% sh | 2025Q4→2026Q1 |
| — | New | +1.36 pp | +541,556 sh | 2025Q4→2026Q1 |
| GEHC | Exit | -1.35 pp | -1,763,284 sh | 2025Q4→2026Q1 |
| — | Exit | -1.29 pp | -2,647,789 sh | 2025Q4→2026Q1 |
| GOOGL | New | +1.20 pp | +468,900 sh | 2025Q4→2026Q1 |
| ANET | Exit | -1.18 pp | -962,429 sh | 2025Q4→2026Q1 |
| TSM | New | +0.99 pp | +328,600 sh | 2025Q4→2026Q1 |
| SE | Add | -1.17 pp | +16.3% sh | 2025Q4→2026Q1 |
| LYV | New | +0.92 pp | +674,317 sh | 2025Q4→2026Q1 |
| — | Reduce | -1.12 pp | -23.3% sh | 2025Q4→2026Q1 |
| SCHW | Reduce | -0.97 pp | -25.3% sh | 2025Q4→2026Q1 |
| ADI | New | +0.83 pp | +292,444 sh | 2025Q4→2026Q1 |
| — | Reduce | -0.96 pp | -28.9% sh | 2025Q4→2026Q1 |
| — | Exit | -0.79 pp | -2,204,600 sh | 2025Q4→2026Q1 |
| FERG | New | +0.73 pp | +349,347 sh | 2025Q4→2026Q1 |
| Q | Exit | -0.71 pp | -937,135 sh | 2025Q4→2026Q1 |
| — | New | +0.67 pp | +213,433 sh | 2025Q4→2026Q1 |
| U | New | +0.64 pp | +3,259,983 sh | 2025Q4→2026Q1 |
| — | Add | -0.80 pp | +8.4% sh | 2025Q4→2026Q1 |
| BAC | Exit | -0.64 pp | -1,245,247 sh | 2025Q4→2026Q1 |
| AMZN | Add | +0.46 pp | +34.8% sh | 2025Q4→2026Q1 |
| SPOT | Reduce | -0.68 pp | -14.0% sh | 2025Q4→2026Q1 |
| ADSK | Reduce | -0.60 pp | -32.2% sh | 2025Q4→2026Q1 |
| NVDA | Add | +0.43 pp | +36.5% sh | 2025Q4→2026Q1 |
| — | Exit | -0.47 pp | -1,214,570 sh | 2025Q4→2026Q1 |
| — | Exit | -0.37 pp | -344,100 sh | 2025Q4→2026Q1 |
| — | Add | +0.04 pp | +16.0% sh | 2025Q4→2026Q1 |
| AFRM | Add | +0.22 pp | +136.2% sh | 2025Q4→2026Q1 |
| — | Reduce | -0.35 pp | -36.7% sh | 2025Q4→2026Q1 |
| DIS | Add | -0.33 pp | +6.3% sh | 2025Q4→2026Q1 |
| — | Exit | -0.15 pp | -377,131 sh | 2025Q4→2026Q1 |
| ASML | New | +0.08 pp | +6,800 sh | 2025Q4→2026Q1 |
| COF | Add | -0.06 pp | +34.8% sh | 2025Q4→2026Q1 |
| JCI | Reduce | -0.09 pp | -9.6% sh | 2025Q4→2026Q1 |