Featured 13F manager
D1 Capital Partners L.P. Dan Sundheim
New York, NY 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $34.8B
- 55 Positions
- 2026 Q2
- +209.7% QoQ
- Top 5 70.4%
Portfolio
top 5 70.4% · top 10 76.7%
- SPCX - Space Exploration Techn · CLASS A 61.9%
- CART - Maplebear 3.1%
- JHX - James Hardie Inds 2.1%
- NU — · CL A 1.7%
- JCI - Johnson Controls 1.6%
- MELI - Mercadolibre 1.4%
- USFD - US Foods 1.3%
- DHR - Danaher Del 1.2%
- SHW - Sherwin Williams 1.2%
- RDDT - Reddit · CL A 1.2%
- TMO - Thermo Fisher Scientific 1.2%
- KRC - Kilroy Realty 1.1%
- Other 21.0%
AUM over time
Book
| EXPE - Expedia Group | 10.52% | Hold | 11,482,642 | $163.90 | $1.9B |
| JD — · CL A | 7.19% | Hold | 17,789,658 | $72.24 | $1.3B |
| HOOD - Robinhood Mkts · CL A | 4.34% | Hold | 18,455,648 | $42.08 | $777M |
| MSFT - Microsoft | 4.32% | Hold | 2,737,873 | $281.92 | $772M |
| AMZN - Amazon | 4.03% | Hold | 219,454 | $3,285 | $721M |
| CVNA - Carvana · CL A | 4.00% | Hold | 2,369,941 | $301.54 | $715M |
| BALL - BALL Corp | 3.78% | Hold | 7,507,666 | $89.97 | $675M |
| RH | 3.61% | Hold | 968,235 | $666.91 | $646M |
| TMUS - T-Mobile US | 3.43% | Hold | 4,802,186 | $127.76 | $614M |
| PTON - Peloton Interactive · CL A | 3.35% | Hold | 6,881,774 | $87.05 | $599M |
| BBWI - Bath & Body Works | 3.21% | Hold | 9,103,000 | $63.03 | $574M |
| PCOR - Procore Technologies | 3.21% | Hold | 6,418,702 | $89.34 | $573M |
| DDOG - Datadog · CL A | 3.18% | Hold | 4,020,411 | $141.35 | $568M |
| DHR - Danaher | 3.12% | Hold | 1,834,421 | $304.44 | $558M |
| Farfetch · CL A | 2.99% | Hold | 14,274,781 | $37.48 | $535M |
| DIS - Disney Walt | 2.92% | Hold | 3,090,761 | $169.17 | $523M |
| META - Meta Platforms · CL A | 2.49% | Hold | 1,310,513 | $339.39 | $445M |
| WRBY - Warby Parker · CL A | 2.42% | Hold | 8,153,082 | $53.05 | $433M |
| Stoneco · CL A | 2.19% | Hold | 11,304,969 | $34.72 | $393M |
| SNOW - Snowflake · CL A | 2.19% | Hold | 1,292,404 | $302.43 | $391M |
| PODD - Insulet | 2.10% | Hold | 1,324,082 | $284.23 | $376M |
| Coupa Software | 1.45% | Hold | 1,186,798 | $219.18 | $260M |
| TXRH - Texas Roadhouse | 1.41% | Hold | 2,764,000 | $91.33 | $252M |
| NFLX - Netflix | 1.32% | Hold | 387,964 | $610.34 | $237M |
| Outset Med | 1.26% | Hold | 4,575,753 | $49.44 | $226M |
| Opendoor Technologies | 1.26% | Hold | 10,963,000 | $20.53 | $225M |
| SHOP - Shopify · CL A | 1.24% | Hold | 163,500 | $1,356 | $222M |
| PH - Parker-Hannifin | 1.15% | Hold | 734,000 | $279.62 | $205M |
| FTV - Fortive | 1.07% | Hold | 2,720,000 | $70.57 | $192M |
| SGI - Tempur Sealy Intl | 0.93% | Hold | 3,601,000 | $46.41 | $167M |
| NYT - New York Times · CL A | 0.86% | Hold | 3,126,719 | $49.27 | $154M |
| Masimo | 0.83% | Hold | 547,298 | $270.71 | $148M |
| NTES - Netease | 0.79% | Hold | 1,656,000 | $85.40 | $141M |
| Dlocal · CLASS A | 0.78% | Hold | 2,570,000 | $54.56 | $140M |
| PINS - Pinterest · CL A | 0.77% | Hold | 2,718,973 | $50.95 | $139M |
| Sight Sciences | 0.74% | Hold | 5,852,036 | $22.70 | $133M |
| ALKT - Alkami Technology | 0.73% | Hold | 5,275,000 | $24.68 | $130M |
| VMC - Vulcan Matls | 0.49% | Hold | 520,000 | $169.16 | $88M |
| Cazoo Group | 0.43% | Hold | 10,000,000 | $7.77 | $78M |
| BEKE - KE | 0.40% | Hold | 3,880,784 | $18.26 | $71M |
| XP - XP Inc · CL A | 0.37% | Hold | 1,650,000 | $40.17 | $66M |
| CRWD - Crowdstrike · CL A | 0.29% | Hold | 210,000 | $245.78 | $52M |
| MRVI — · CL A | 0.27% | Hold | 1,000,000 | $49.08 | $49M |
| Rapid Micro Biosystems · CLASS A | 0.27% | Hold | 2,644,444 | $18.47 | $49M |
| Maxcyte | 0.24% | Hold | 3,510,000 | $12.21 | $43M |
| Foot Locker | 0.22% | Hold | 851,987 | $45.66 | $39M |
| FOA - Finance Of America Compan · CL A | 0.18% | Hold | 6,494,201 | $4.95 | $32M |
| CBRE - Cbre Acquisition | 0.18% | Hold | 3,000,000 | $10.50 | $32M |
| Ribbit Leap | 0.18% | Hold | 3,000,000 | $10.46 | $31M |
| Lux Health Tech Acquisition | 0.17% | Hold | 3,000,000 | $10.15 | $30M |
| Squarespace · CLASS A | 0.12% | Hold | 560,000 | $38.64 | $22M |
| Health Assurn Acquisition | 0.11% | Hold | 2,000,000 | $10.02 | $20M |
| SMRT - Smartrent · CL A | 0.11% | Hold | 1,500,000 | $13.02 | $20M |
| Holding · CLASS A | 0.11% | Hold | 1,950,000 | $9.94 | $19M |
| ABSI - Absci | 0.10% | Hold | 1,557,216 | $11.63 | $18M |
| Holding | 0.08% | Hold | 1,500,000 | $10.00 | $15M |
| EW - Edwards Lifesciences | 0.07% | Hold | 116,794 | $113.21 | $13M |
| Tishman Speyer Innovation | 0.07% | Hold | 1,300,000 | $10.00 | $13M |
| Humanco Acquisition | 0.06% | Hold | 1,000,000 | $10.23 | $10M |
| Holding | 0.06% | Hold | 1,000,000 | $9.90 | $10M |
| Holding | 0.06% | Hold | 1,000,000 | $9.85 | $10M |
| SPOT - Spotify Technology S A | 0.05% | Hold | 40,000 | $225.35 | $9M |
| Khosla Ventures Acquisition · CL A | 0.04% | Hold | 750,000 | $9.87 | $7M |
| Olaplex | 0.04% | Hold | 300,000 | $24.50 | $7M |
| CCC — | 0.03% | Hold | 500,000 | $10.51 | $5M |
Showing top 50 of 65 by value
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | 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 Q3–2026 Q2