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 | 11.55% | Add +5.4% | 2,718,088 | $232.90 | $633M | +138,124 | −$30M |
| AMZN - Amazon | 10.33% | Add +19.9% | 5,007,620 | $113.00 | $566M | +831,000 | +$122M |
| RIVN - Rivian Automotive · CL A | 9.36% | Add 0.0% | 15,590,988 | $32.91 | $513M | +1 | +$112M |
| SHW - Sherwin Williams | 7.47% | New | 1,998,700 | $204.75 | $409M | +1,998,700 | +$409M |
| EXPE - Expedia Group | 5.63% | Reduce −46.5% | 3,292,637 | $93.69 | $308M | −2,862,000 | −$275M |
| PODD - Insulet | 5.56% | Add +7.5% | 1,328,196 | $229.40 | $305M | +92,376 | +$35M |
| RH | 5.07% | Add +8.4% | 1,129,647 | $246.07 | $278M | +87,107 | +$57M |
| SNOW - Snowflake · CL A | 4.84% | Reduce −14.8% | 1,560,000 | $169.96 | $265M | −269,994 | +$11M |
| WRBY - Warby Parker · CL A | 3.64% | Hold | 14,944,023 | $13.34 | $199M | — | — |
| GOOGL - Alphabet · CL A | 3.18% | New | 1,820,000 | $95.65 | $174M | +1,820,000 | +$174M |
| MU - Micron Technology | 2.82% | New | 3,080,000 | $50.10 | $154M | +3,080,000 | +$154M |
| HLT - Hilton | 2.78% | Add +187.0% | 1,263,004 | $120.62 | $152M | +823,004 | +$103M |
| WDAY - Workday · CL A | 2.53% | New | 912,000 | $152.22 | $139M | +912,000 | +$139M |
| PCOR - Procore Technologies | 2.34% | Hold | 2,587,656 | $49.48 | $128M | — | — |
| TMUS - T-Mobile US | 2.25% | Reduce −25.7% | 919,361 | $134.17 | $123M | −318,223 | −$43M |
| RACE - Ferrari | 2.20% | Add +465.9% | 650,741 | $185.00 | $120M | +535,741 | +$99M |
| Dlocal · CLASS A | 1.98% | Add +8.8% | 5,283,720 | $20.52 | $108M | +425,659 | −$19M |
| MA - Mastercard · CL A | 1.71% | New | 330,000 | $284.34 | $94M | +330,000 | +$94M |
| ISRG - Intuitive Surgical | 1.44% | New | 420,000 | $187.44 | $79M | +420,000 | +$79M |
| XYZ - Block · CL A | 1.43% | New | 1,430,000 | $54.99 | $79M | +1,430,000 | +$79M |
| TEAM - Atlassian · CL A | 1.43% | Reduce −69.9% | 370,876 | $210.59 | $78M | −861,283 | −$153M |
| TSLA - Tesla | 1.34% | Add +56.0% | 277,581 | $265.25 | $74M | +99,681 | −$46M |
| NVDA - Nvidia | 1.34% | New | 604,130 | $121.39 | $73M | +604,130 | +$73M |
| ASML — | 1.21% | Add +207.6% | 159,942 | $415.35 | $66M | +107,942 | +$42M |
| DDOG - Datadog · CL A | 1.18% | Add +11.5% | 729,407 | $88.78 | $65M | +75,000 | +$2M |
| JD — · CL A | 1.10% | New | 1,202,973 | $50.30 | $61M | +1,202,973 | +$61M |
| ALKT - Alkami Technology | 1.00% | Reduce −15.1% | 3,650,718 | $15.05 | $55M | −650,000 | −$5M |
| Opendoor Technologies | 0.93% | Add +56.4% | 16,382,642 | $3.11 | $51M | +5,909,140 | +$2M |
| BSX - Boston Scientific | 0.71% | New | 1,000,000 | $38.73 | $39M | +1,000,000 | +$39M |
| Sight Sciences | 0.68% | Hold | 5,852,036 | $6.35 | $37M | — | — |
| SPGI - S&P Global | 0.63% | New | 113,000 | $305.35 | $35M | +113,000 | +$35M |
| Cazoo Group | 0.31% | Hold | 36,826,525 | $0.4600 | $17M | — | — |
| HOOD - Robinhood Mkts · CL A | 0.04% | Hold | 203,555 | $10.10 | $2M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| DIS - Disney Walt | 1.65% | Exit | 0 | $94.40 | $70M | −737,315 | −$70M |
| LYV - Live Nation | 0.88% | Exit | 0 | $82.58 | $37M | −450,350 | −$37M |
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