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
| MSFT - Microsoft | 15.70% | Reduce −24.6% | 2,579,964 | $256.83 | $663M | −842,851 | −$393M |
| EXPE - Expedia Group | 13.83% | Reduce −19.2% | 6,154,637 | $94.83 | $584M | −1,458,006 | −$906M |
| AMZN - Amazon | 10.51% | Add +2004.8% | 4,176,620 | $106.21 | $444M | +3,978,187 | −$203M |
| RIVN - Rivian Automotive · CL A | 9.51% | Hold | 15,590,987 | $25.74 | $401M | — | — |
| PODD - Insulet | 6.38% | Reduce −14.3% | 1,235,820 | $217.94 | $269M | −206,152 | −$115M |
| SNOW - Snowflake · CL A | 6.03% | Add +36.8% | 1,829,994 | $139.06 | $254M | +492,057 | −$52M |
| TEAM - Atlassian · CL A | 5.47% | Add +28.9% | 1,232,159 | $187.40 | $231M | +276,336 | −$50M |
| RH | 5.24% | Add +9.3% | 1,042,540 | $212.26 | $221M | +88,989 | −$90M |
| WRBY - Warby Parker · CL A | 3.99% | Hold | 14,944,023 | $11.26 | $168M | — | — |
| TMUS - T-Mobile US | 3.95% | Reduce −62.9% | 1,237,584 | $134.54 | $167M | −2,096,018 | −$261M |
| Dlocal · CLASS A | 3.02% | Hold | 4,858,061 | $26.25 | $128M | — | — |
| TSLA - Tesla | 2.84% | New | 177,900 | $673.42 | $120M | +177,900 | +$120M |
| PCOR - Procore Technologies | 2.78% | Reduce −59.1% | 2,587,656 | $45.39 | $117M | −3,737,653 | −$249M |
| DIS - Disney Walt | 1.65% | Reduce −57.3% | 737,315 | $94.40 | $70M | −990,587 | −$167M |
| DDOG - Datadog · CL A | 1.48% | Reduce −56.9% | 654,407 | $95.24 | $62M | −863,769 | −$168M |
| ALKT - Alkami Technology | 1.42% | Reduce −15.6% | 4,300,718 | $13.89 | $60M | −794,164 | −$13M |
| Sight Sciences | 1.25% | Hold | 5,852,036 | $8.99 | $53M | — | — |
| Opendoor Technologies | 1.17% | Reduce −48.1% | 10,473,502 | $4.71 | $49M | −9,714,123 | −$125M |
| HLT - Hilton | 1.16% | Reduce −80.2% | 440,000 | $111.44 | $49M | −1,780,614 | −$288M |
| LYV - Live Nation | 0.88% | New | 450,350 | $82.58 | $37M | +450,350 | +$37M |
| Cazoo Group | 0.63% | Hold | 36,826,525 | $0.7200 | $27M | — | — |
| ASML — | 0.59% | New | 52,000 | $475.88 | $25M | +52,000 | +$25M |
| RACE - Ferrari | 0.50% | New | 115,000 | $183.48 | $21M | +115,000 | +$21M |
| HOOD - Robinhood Mkts · CL A | 0.04% | Reduce −97.2% | 203,555 | $8.22 | $2M | −6,966,591 | −$95M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BURL - Burlington Stores | 2.43% | Exit | 0 | $182.17 | $207M | −1,135,031 | −$207M |
| Sweetgreen · CL A | 2.19% | Exit | 0 | $31.99 | $186M | −5,824,628 | −$186M |
| Ribbit Leap | 0.35% | Exit | 0 | $9.95 | $30M | −3,000,000 | −$30M |
| Maxcyte | 0.29% | Exit | 0 | $6.99 | $25M | −3,510,000 | −$25M |
| Rapid Micro Biosystems · CLASS A | 0.21% | Exit | 0 | $6.79 | $18M | −2,644,444 | −$18M |
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