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 | 17.54% | Reduce −40.0% | 7,612,643 | $195.67 | $1.5B | −5,070,899 | −$803M |
| MSFT - Microsoft | 12.43% | Add +35.8% | 3,422,815 | $308.31 | $1.1B | +901,583 | +$207M |
| RIVN - Rivian Automotive · CL A | 9.22% | Hold | 15,590,987 | $50.24 | $783M | — | — |
| AMZN - Amazon | 7.62% | Reduce −22.1% | 198,433 | $3,260 | $647M | −56,221 | −$202M |
| WRBY - Warby Parker · CL A | 5.95% | Add +11.5% | 14,944,023 | $33.81 | $505M | +1,540,000 | −$119M |
| TMUS - T-Mobile US | 5.04% | Reduce −37.2% | 3,333,602 | $128.35 | $428M | −1,970,770 | −$187M |
| PODD - Insulet | 4.52% | Reduce −14.8% | 1,441,972 | $266.39 | $384M | −250,885 | −$66M |
| PCOR - Procore Technologies | 4.32% | Add +10.8% | 6,325,309 | $57.96 | $367M | +614,915 | −$90M |
| HLT - Hilton | 3.97% | Reduce −13.6% | 2,220,614 | $151.74 | $337M | −349,719 | −$64M |
| RH | 3.66% | Reduce −25.9% | 953,551 | $326.09 | $311M | −332,684 | −$378M |
| SNOW - Snowflake · CL A | 3.61% | Reduce −1.3% | 1,337,937 | $229.13 | $307M | −17,102 | −$152M |
| TEAM - Atlassian · CL A | 3.31% | New | 955,823 | $293.83 | $281M | +955,823 | +$281M |
| DIS - Disney Walt | 2.79% | Reduce −68.2% | 1,727,902 | $137.16 | $237M | −3,702,859 | −$604M |
| DDOG - Datadog · CL A | 2.71% | Reduce −34.2% | 1,518,176 | $151.47 | $230M | −788,023 | −$181M |
| BURL - Burlington Stores | 2.43% | Reduce −4.1% | 1,135,031 | $182.17 | $207M | −48,569 | −$138M |
| Sweetgreen · CL A | 2.19% | Reduce −5.3% | 5,824,628 | $31.99 | $186M | −325,000 | −$10M |
| Opendoor Technologies | 2.06% | Add +6.7% | 20,187,625 | $8.65 | $175M | +1,267,015 | −$102M |
| Dlocal · CLASS A | 1.79% | Reduce −30.8% | 4,858,061 | $31.26 | $152M | −2,164,520 | −$99M |
| Cazoo Group | 1.20% | Add +268.3% | 36,826,525 | $2.76 | $102M | +26,826,525 | +$41M |
| HOOD - Robinhood Mkts · CL A | 1.14% | Reduce −3.8% | 7,170,146 | $13.51 | $97M | −281,954 | −$35M |
| ALKT - Alkami Technology | 0.86% | Reduce −12.6% | 5,094,882 | $14.31 | $73M | −733,629 | −$44M |
| Sight Sciences | 0.80% | Hold | 5,852,036 | $11.56 | $68M | — | — |
| Ribbit Leap | 0.35% | Hold | 3,000,000 | $9.95 | $30M | — | — |
| Maxcyte | 0.29% | Hold | 3,510,000 | $6.99 | $25M | — | — |
| Rapid Micro Biosystems · CLASS A | 0.21% | Hold | 2,644,444 | $6.79 | $18M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CVNA - Carvana · CL A | 5.90% | Exit | 0 | $231.79 | $976M | −4,211,082 | −$976M |
| JD — · CL A | 5.37% | Exit | 0 | $70.07 | $889M | −12,682,047 | −$889M |
| SHOP - Shopify · CL A | 2.50% | Exit | 0 | $1,377 | $414M | −300,875 | −$414M |
| BEKE - KE | 2.07% | Exit | 0 | $20.12 | $342M | −17,007,004 | −$342M |
| TXG - 10X Genomics · CL A | 1.44% | Exit | 0 | $148.96 | $239M | −1,605,000 | −$239M |
| BBWI - Bath & Body Works | 1.44% | Exit | 0 | $69.79 | $238M | −3,411,000 | −$238M |
| Coupa Software | 1.43% | Exit | 0 | $158.05 | $237M | −1,499,398 | −$237M |
| TOST - Toast · CL A | 1.34% | Exit | 0 | $34.71 | $222M | −6,383,040 | −$222M |
| XYZ - Block · CL A | 1.08% | Exit | 0 | $161.51 | $178M | −1,102,000 | −$178M |
| Masimo | 0.90% | Exit | 0 | $292.78 | $149M | −507,397 | −$149M |
| TSLA - Tesla | 0.89% | Exit | 0 | $1,057 | $148M | −139,600 | −$148M |
| GTLB - Gitlab · CLASS A | 0.60% | Exit | 0 | $87.00 | $100M | −1,147,992 | −$100M |
| DHR - Danaher | 0.55% | Exit | 0 | $329.01 | $91M | −277,035 | −$91M |
| GLBE - Global E Online | 0.31% | Exit | 0 | $63.39 | $51M | −800,000 | −$51M |
| GH - Guardant Health | 0.29% | Exit | 0 | $100.02 | $48M | −478,579 | −$48M |
| PH - Parker-Hannifin | 0.26% | Exit | 0 | $318.12 | $43M | −136,334 | −$43M |
| BALL - BALL Corp | 0.11% | Exit | 0 | $96.27 | $19M | −193,023 | −$19M |
| Tishman Speyer Innovation | 0.08% | Exit | 0 | $9.85 | $13M | −1,300,000 | −$13M |
| ABSI - Absci | 0.08% | Exit | 0 | $8.20 | $13M | −1,557,216 | −$13M |
| Holding | 0.06% | Exit | 0 | $10.00 | $10M | −1,000,000 | −$10M |
| Squarespace · CLASS A | 0.05% | Exit | 0 | $29.50 | $8M | −263,453 | −$8M |
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