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 | 13.85% | Add +10.5% | 12,683,542 | $180.72 | $2.3B | +1,200,900 | +$410M |
| RIVN - Rivian Automotive · CL A | 9.77% | New | 15,590,987 | $103.69 | $1.6B | +15,590,987 | +$1.6B |
| CVNA - Carvana · CL A | 5.90% | Add +77.7% | 4,211,082 | $231.79 | $976M | +1,841,141 | +$261M |
| JD — · CL A | 5.37% | Reduce −28.7% | 12,682,047 | $70.07 | $889M | −5,107,611 | −$396M |
| AMZN - Amazon | 5.13% | Add +16.0% | 254,654 | $3,334 | $849M | +35,200 | +$128M |
| MSFT - Microsoft | 5.12% | Reduce −7.9% | 2,521,232 | $336.32 | $848M | −216,641 | +$76M |
| DIS - Disney Walt | 5.08% | Add +75.7% | 5,430,761 | $154.89 | $841M | +2,340,000 | +$318M |
| RH | 4.16% | Add +32.8% | 1,286,235 | $535.94 | $689M | +318,000 | +$44M |
| WRBY - Warby Parker · CL A | 3.77% | Add +64.4% | 13,404,023 | $46.56 | $624M | +5,250,941 | +$192M |
| TMUS - T-Mobile US | 3.72% | Add +10.5% | 5,304,372 | $115.98 | $615M | +502,186 | +$2M |
| SNOW - Snowflake · CL A | 2.77% | Add +4.8% | 1,355,039 | $338.75 | $459M | +62,635 | +$68M |
| PCOR - Procore Technologies | 2.76% | Reduce −11.0% | 5,710,394 | $79.97 | $457M | −708,308 | −$117M |
| PODD - Insulet | 2.72% | Add +27.9% | 1,692,857 | $266.07 | $450M | +368,775 | +$74M |
| SHOP - Shopify · CL A | 2.50% | Add +84.0% | 300,875 | $1,377 | $414M | +137,375 | +$193M |
| DDOG - Datadog · CL A | 2.48% | Reduce −42.6% | 2,306,199 | $178.11 | $411M | −1,714,212 | −$158M |
| HLT - Hilton | 2.42% | New | 2,570,333 | $155.99 | $401M | +2,570,333 | +$401M |
| BURL - Burlington Stores | 2.08% | New | 1,183,600 | $291.51 | $345M | +1,183,600 | +$345M |
| BEKE - KE | 2.07% | Add +338.2% | 17,007,004 | $20.12 | $342M | +13,126,220 | +$271M |
| Opendoor Technologies | 1.67% | Add +72.6% | 18,920,610 | $14.61 | $276M | +7,957,610 | +$51M |
| Dlocal · CLASS A | 1.51% | Add +173.3% | 7,022,581 | $35.69 | $251M | +4,452,581 | +$110M |
| TXG - 10X Genomics · CL A | 1.44% | New | 1,605,000 | $148.96 | $239M | +1,605,000 | +$239M |
| BBWI - Bath & Body Works | 1.44% | Reduce −62.5% | 3,411,000 | $69.79 | $238M | −5,692,000 | −$336M |
| Coupa Software | 1.43% | Add +26.3% | 1,499,398 | $158.05 | $237M | +312,600 | −$23M |
| TOST - Toast · CL A | 1.34% | New | 6,383,040 | $34.71 | $222M | +6,383,040 | +$222M |
| Sweetgreen · CL A | 1.19% | New | 6,149,628 | $32.00 | $197M | +6,149,628 | +$197M |
| XYZ - Block · CL A | 1.08% | New | 1,102,000 | $161.51 | $178M | +1,102,000 | +$178M |
| Masimo | 0.90% | Reduce −7.3% | 507,397 | $292.78 | $149M | −39,901 | +$397K |
| TSLA - Tesla | 0.89% | New | 139,600 | $1,057 | $148M | +139,600 | +$148M |
| HOOD - Robinhood Mkts · CL A | 0.80% | Reduce −59.6% | 7,452,100 | $17.76 | $132M | −11,003,548 | −$644M |
| ALKT - Alkami Technology | 0.71% | Add +10.5% | 5,828,511 | $20.06 | $117M | +553,511 | −$13M |
| Sight Sciences | 0.62% | Hold | 5,852,036 | $17.57 | $103M | — | — |
| GTLB - Gitlab · CLASS A | 0.60% | New | 1,147,992 | $87.00 | $100M | +1,147,992 | +$100M |
| DHR - Danaher | 0.55% | Reduce −84.9% | 277,035 | $329.01 | $91M | −1,557,386 | −$467M |
| Cazoo Group | 0.36% | Hold | 10,000,000 | $6.03 | $60M | — | — |
| GLBE - Global E Online | 0.31% | New | 800,000 | $63.39 | $51M | +800,000 | +$51M |
| GH - Guardant Health | 0.29% | New | 478,579 | $100.02 | $48M | +478,579 | +$48M |
| PH - Parker-Hannifin | 0.26% | Reduce −81.4% | 136,334 | $318.12 | $43M | −597,666 | −$162M |
| Maxcyte | 0.22% | Hold | 3,510,000 | $10.19 | $36M | — | — |
| Ribbit Leap | 0.18% | Hold | 3,000,000 | $9.94 | $30M | — | — |
| Rapid Micro Biosystems · CLASS A | 0.17% | Hold | 2,644,444 | $10.64 | $28M | — | — |
| BALL - BALL Corp | 0.11% | Reduce −97.4% | 193,023 | $96.27 | $19M | −7,314,643 | −$657M |
| Tishman Speyer Innovation | 0.08% | Hold | 1,300,000 | $9.85 | $13M | — | — |
| ABSI - Absci | 0.08% | Hold | 1,557,216 | $8.20 | $13M | — | — |
| Holding | 0.06% | Hold | 1,000,000 | $10.00 | $10M | — | — |
| Squarespace · CLASS A | 0.05% | Reduce −53.0% | 263,453 | $29.50 | $8M | −296,547 | −$14M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PTON - Peloton Interactive · CL A | 3.35% | Exit | 0 | $87.05 | $599M | −6,881,774 | −$599M |
| Farfetch · CL A | 2.99% | Exit | 0 | $37.48 | $535M | −14,274,781 | −$535M |
| META - Meta Platforms · CL A | 2.49% | Exit | 0 | $339.39 | $445M | −1,310,513 | −$445M |
| Stoneco · CL A | 2.19% | Exit | 0 | $34.72 | $393M | −11,304,969 | −$393M |
| TXRH - Texas Roadhouse | 1.41% | Exit | 0 | $91.33 | $252M | −2,764,000 | −$252M |
| NFLX - Netflix | 1.32% | Exit | 0 | $610.34 | $237M | −387,964 | −$237M |
| Outset Med | 1.26% | Exit | 0 | $49.44 | $226M | −4,575,753 | −$226M |
| FTV - Fortive | 1.07% | Exit | 0 | $70.57 | $192M | −2,720,000 | −$192M |
| SGI - Tempur Sealy Intl | 0.93% | Exit | 0 | $46.41 | $167M | −3,601,000 | −$167M |
| NYT - New York Times · CL A | 0.86% | Exit | 0 | $49.27 | $154M | −3,126,719 | −$154M |
| NTES - Netease | 0.79% | Exit | 0 | $85.40 | $141M | −1,656,000 | −$141M |
| PINS - Pinterest · CL A | 0.77% | Exit | 0 | $50.95 | $139M | −2,718,973 | −$139M |
| VMC - Vulcan Matls | 0.49% | Exit | 0 | $169.16 | $88M | −520,000 | −$88M |
| XP - XP Inc · CL A | 0.37% | Exit | 0 | $40.17 | $66M | −1,650,000 | −$66M |
| CRWD - Crowdstrike · CL A | 0.29% | Exit | 0 | $245.78 | $52M | −210,000 | −$52M |
| MRVI — · CL A | 0.27% | Exit | 0 | $49.08 | $49M | −1,000,000 | −$49M |
| Foot Locker | 0.22% | Exit | 0 | $45.66 | $39M | −851,987 | −$39M |
| FOA - Finance Of America Compan · CL A | 0.18% | Exit | 0 | $4.95 | $32M | −6,494,201 | −$32M |
| CBRE - Cbre Acquisition | 0.18% | Exit | 0 | $10.50 | $32M | −3,000,000 | −$32M |
| Lux Health Tech Acquisition | 0.17% | Exit | 0 | $10.15 | $30M | −3,000,000 | −$30M |
| Health Assurn Acquisition | 0.11% | Exit | 0 | $10.02 | $20M | −2,000,000 | −$20M |
| SMRT - Smartrent · CL A | 0.11% | Exit | 0 | $13.02 | $20M | −1,500,000 | −$20M |
| Holding · CLASS A | 0.11% | Exit | 0 | $9.94 | $19M | −1,950,000 | −$19M |
| Holding | 0.08% | Exit | 0 | $10.00 | $15M | −1,500,000 | −$15M |
| EW - Edwards Lifesciences | 0.07% | Exit | 0 | $113.21 | $13M | −116,794 | −$13M |
| Humanco Acquisition | 0.06% | Exit | 0 | $10.23 | $10M | −1,000,000 | −$10M |
| Holding | 0.06% | Exit | 0 | $9.85 | $10M | −1,000,000 | −$10M |
| SPOT - Spotify Technology S A | 0.05% | Exit | 0 | $225.35 | $9M | −40,000 | −$9M |
| Khosla Ventures Acquisition · CL A | 0.04% | Exit | 0 | $9.87 | $7M | −750,000 | −$7M |
| Olaplex | 0.04% | Exit | 0 | $24.50 | $7M | −300,000 | −$7M |
| CCC — | 0.03% | Exit | 0 | $10.51 | $5M | −500,000 | −$5M |
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