D1 Capital Partners L.P. Dan Sundheim
New York, NY 20 processed 13Fs on this site, 2021 Q3 to 2026 Q2
- $34.8B
- 55 holdings
- 2026 Q2
- +209.7% QoQ
- Top 5 70.4%
AUM over time
Book
| EXPE, Expedia | Hold | 11,482,642 | $163.90 | $1.9B | |
| JD, JD.com | Hold | 17,789,658 | $72.24 | $1.3B | |
| HOOD, Robinhood | Hold | 18,455,648 | $42.08 | $777M | |
| MSFT, Microsoft | Hold | 2,737,873 | $281.92 | $772M | |
| AMZN, Amazon | Hold | 219,454 | $3,285 | $721M | |
| CVNA, Carvana | Hold | 2,369,941 | $301.54 | $715M | |
| BALL, BALL Corp | Hold | 7,507,666 | $89.97 | $675M | |
| RH | Hold | 968,235 | $666.91 | $646M | |
| TMUS, T-Mobile US | Hold | 4,802,186 | $127.76 | $614M | |
| PTON, Peloton Interactive | Hold | 6,881,774 | $87.05 | $599M | |
| BBWI, Bath & Body Works | Hold | 9,103,000 | $63.03 | $574M | |
| PCOR, Procore Technologies | Hold | 6,418,702 | $89.34 | $573M | |
| DDOG, Datadog | Hold | 4,020,411 | $141.35 | $568M | |
| DHR, Danaher | Hold | 1,834,421 | $304.44 | $558M | |
| Farfetch | Hold | 14,274,781 | $37.48 | $535M | |
| DIS, Disney | Hold | 3,090,761 | $169.17 | $523M | |
| META, Meta Platforms | Hold | 1,310,513 | $339.39 | $445M | |
| WRBY, Warby Parker | Hold | 8,153,082 | $53.05 | $433M | |
| Stoneco | Hold | 11,304,969 | $34.72 | $393M | |
| SNOW, Snowflake | Hold | 1,292,404 | $302.43 | $391M | |
| PODD, Insulet | Hold | 1,324,082 | $284.23 | $376M | |
| Coupa Software | Hold | 1,186,798 | $219.18 | $260M | |
| TXRH, Texas Roadhouse | Hold | 2,764,000 | $91.33 | $252M | |
| NFLX, Netflix | Hold | 387,964 | $610.34 | $237M | |
| Outset Medical | Hold | 4,575,753 | $49.44 | $226M | |
| Opendoor Technologies | Hold | 10,963,000 | $20.53 | $225M | |
| SHOP, Shopify | Hold | 163,500 | $1,356 | $222M | |
| PH, Parker-Hannifin | Hold | 734,000 | $279.62 | $205M | |
| FTV, Fortive | Hold | 2,720,000 | $70.57 | $192M | |
| SGI, Tempur Sealy International | Hold | 3,601,000 | $46.41 | $167M | |
| NYT, New York Times | Hold | 3,126,719 | $49.27 | $154M | |
| Masimo | Hold | 547,298 | $270.71 | $148M | |
| NTES, NetEase | Hold | 1,656,000 | $85.40 | $141M | |
| Dlocal | Hold | 2,570,000 | $54.56 | $140M | |
| PINS, Pinterest | Hold | 2,718,973 | $50.95 | $139M | |
| Sight Sciences | Hold | 5,852,036 | $22.70 | $133M | |
| ALKT, Alkami Technology | Hold | 5,275,000 | $24.68 | $130M | |
| VMC, Vulcan Materials | Hold | 520,000 | $169.16 | $88M | |
| Cazoo Group | Hold | 10,000,000 | $7.77 | $78M | |
| BEKE, KE Holdings | Hold | 3,880,784 | $18.26 | $71M | |
| XP, XP Inc | Hold | 1,650,000 | $40.17 | $66M | |
| CRWD, CrowdStrike | Hold | 210,000 | $245.78 | $52M | |
| MRVI | Hold | 1,000,000 | $49.08 | $49M | |
| Rapid Micro Biosystems | Hold | 2,644,444 | $18.47 | $49M | |
| Maxcyte | Hold | 3,510,000 | $12.21 | $43M | |
| Foot Locker | Hold | 851,987 | $45.66 | $39M | |
| FOA, Finance Of America Compan | Hold | 6,494,201 | $4.95 | $32M | |
| CBRE, CBRE Group | Hold | 3,000,000 | $10.50 | $32M | |
| Ribbit Leap | Hold | 3,000,000 | $10.46 | $31M | |
| Lux Health Tech Acquisition | Hold | 3,000,000 | $10.15 | $30M | |
| Squarespace | Hold | 560,000 | $38.64 | $22M | |
| Health Assurn Acquisition | Hold | 2,000,000 | $10.02 | $20M | |
| SMRT, Smartrent | Hold | 1,500,000 | $13.02 | $20M | |
| Holding | Hold | 1,950,000 | $9.94 | $19M | |
| ABSI, Absci | Hold | 1,557,216 | $11.63 | $18M | |
| Holding | Hold | 1,500,000 | $10.00 | $15M | |
| EW, Edwards Lifesciences | Hold | 116,794 | $113.21 | $13M | |
| Tishman Speyer Innovation | Hold | 1,300,000 | $10.00 | $13M | |
| Humanco Acquisition | Hold | 1,000,000 | $10.23 | $10M | |
| Holding | Hold | 1,000,000 | $9.90 | $9.9M | |
| Holding | Hold | 1,000,000 | $9.85 | $9.9M | |
| SPOT, Spotify | Hold | 40,000 | $225.35 | $9M | |
| Khosla Ventures Acquisition | Hold | 750,000 | $9.87 | $7.4M | |
| Olaplex | Hold | 300,000 | $24.50 | $7.4M | |
| CCC | Hold | 500,000 | $10.51 | $5.3M |
Showing top 50 of 65 by value
Filings history
20 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 55 | $34.8B | +209.7% | 13F-HR | 8/14/2026 | 000117266126003662 |
| 2026 Q1 | 44 | $11.2B | +5.0% | 13F-HR | 5/15/2026 | 000117266126002178 |
| 2025 Q4 | 42 | $10.7B | +22.9% | 13F-HR | 2/17/2026 | 000117266126000855 |
| 2025 Q3 | 38 | $8.7B | +20.9% | 13F-HR | 11/14/2025 | 000117266125004963 |
| 2025 Q2 | 33 | $7.2B | +10.4% | 13F-HR | 8/14/2025 | 000117266125003278 |
| 2025 Q1 | 41 | $6.5B | +8.5% | 13F-HR | 5/15/2025 | 000117266125002062 |
| 2024 Q4 | 35 | $6B | +16.2% | 13F-HR | 2/14/2025 | 000117266125000951 |
| 2024 Q3 | 34 | $5.2B | −12.7% | 13F-HR | 11/14/2024 | 000117266124004793 |
| 2024 Q2 | 35 | $5.9B | −9.8% | 13F-HR | 8/14/2024 | 000117266124003352 |
| 2024 Q1 | 34 | $6.6B | +15.6% | 13F-HR | 5/15/2024 | 000117266124002322 |
| 2023 Q4 | 28 | $5.7B | −18.0% | 13F-HR | 2/14/2024 | 000117266124000870 |
| 2023 Q3 | 37 | $6.9B | +33.6% | 13F-HR | 11/14/2023 | 000117266123003845 |
| 2023 Q2 | 38 | $5.2B | −2.2% | 13F-HR | 8/14/2023 | 000117266123003002 |
| 2023 Q1 | 35 | $5.3B | +9.0% | 13F-HR | 5/15/2023 | 000117266123002096 |
| 2022 Q4 | 30 | $4.9B | −11.0% | 13F-HR | 2/14/2023 | 000117266123000895 |
| 2022 Q3 | 33 | $5.5B | +29.8% | 13F-HR | 11/14/2022 | 000117266122002379 |
| 2022 Q2 | 24 | $4.2B | −50.3% | 13F-HR | 8/15/2022 | 000117266122001842 |
| 2022 Q1 | 25 | $8.5B | −48.7% | 13F-HR | 5/16/2022 | 000117266122001310 |
| 2021 Q4 | 45 | $16.6B | −7.4% | 13F-HR | 2/14/2022 | 000117266122000450 |
| 2021 Q3 | 66 | $17.9B | — | 13F-HR | 11/15/2021 | 000117266121002238 |
About
D1 Capital Partners L.P.
20 processed 13Fs on this site, 2021 Q3 to 2026 Q2