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 | 14.72% | Add +10.1% | 2,993,787 | $239.82 | $718M | +275,699 | +$85M |
| AMZN - Amazon | 12.64% | Add +46.6% | 7,340,913 | $84.00 | $617M | +2,333,293 | +$51M |
| RH | 9.70% | Add +56.7% | 1,770,635 | $267.19 | $473M | +640,988 | +$195M |
| PODD - Insulet | 5.89% | Reduce −26.6% | 975,373 | $294.39 | $287M | −352,823 | −$18M |
| EXPE - Expedia Group | 5.65% | Reduce −4.5% | 3,144,400 | $87.60 | $275M | −148,237 | −$33M |
| RIVN - Rivian Automotive · CL A | 5.26% | Reduce −10.8% | 13,908,880 | $18.43 | $256M | −1,682,108 | −$257M |
| GOOGL - Alphabet · CL A | 5.20% | Add +58.1% | 2,877,000 | $88.23 | $254M | +1,057,000 | +$80M |
| SHW - Sherwin Williams | 4.91% | Reduce −49.5% | 1,009,700 | $237.33 | $240M | −989,000 | −$170M |
| FND - Floor & Decor · CL A | 4.20% | New | 2,939,175 | $69.63 | $205M | +2,939,175 | +$205M |
| WRBY - Warby Parker · CL A | 4.13% | Hold | 14,944,023 | $13.49 | $202M | — | — |
| SNOW - Snowflake · CL A | 3.33% | Reduce −27.4% | 1,132,874 | $143.54 | $163M | −427,126 | −$103M |
| HLT - Hilton | 2.88% | Reduce −12.1% | 1,110,341 | $126.36 | $140M | −152,663 | −$12M |
| PCOR - Procore Technologies | 2.41% | Reduce −3.7% | 2,492,656 | $47.18 | $118M | −95,000 | −$10M |
| SGI - Tempur Sealy Intl | 2.12% | New | 3,016,852 | $34.33 | $104M | +3,016,852 | +$104M |
| WDAY - Workday · CL A | 1.88% | Reduce −40.0% | 546,939 | $167.33 | $92M | −365,061 | −$47M |
| BILL — | 1.86% | New | 832,175 | $108.96 | $91M | +832,175 | +$91M |
| RACE - Ferrari | 1.83% | Reduce −36.0% | 416,523 | $214.22 | $89M | −234,218 | −$31M |
| Dlocal · CLASS A | 1.78% | Add +5.6% | 5,582,153 | $15.57 | $87M | +298,433 | −$22M |
| BABA - Alibaba Group | 1.68% | New | 930,000 | $88.09 | $82M | +930,000 | +$82M |
| Sight Sciences | 1.47% | Hold | 5,852,036 | $12.21 | $71M | — | — |
| DDOG - Datadog · CL A | 1.23% | Add +11.9% | 816,000 | $73.50 | $60M | +86,593 | −$5M |
| TEAM - Atlassian · CL A | 1.16% | New | 439,646 | $128.68 | $57M | +439,646 | +$57M |
| XYZ - Block · CL A | 1.15% | Reduce −37.4% | 895,000 | $62.84 | $56M | −535,000 | −$22M |
| ALKT - Alkami Technology | 0.73% | Reduce −33.2% | 2,437,455 | $14.59 | $36M | −1,213,263 | −$19M |
| NVDA - Nvidia | 0.71% | Reduce −60.9% | 236,475 | $146.14 | $35M | −367,655 | −$39M |
| MU - Micron Technology | 0.53% | Reduce −83.3% | 515,000 | $49.98 | $26M | −2,565,000 | −$129M |
| JD — · CL A | 0.51% | Reduce −63.0% | 445,000 | $56.13 | $25M | −757,973 | −$36M |
| INTU - Intuit | 0.29% | New | 35,888 | $389.22 | $14M | +35,888 | +$14M |
| Cazoo Group | 0.12% | Hold | 36,826,525 | $0.1568 | $6M | — | — |
| HOOD - Robinhood Mkts · CL A | 0.03% | Hold | 203,555 | $8.14 | $2M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TMUS - T-Mobile US | 2.25% | Exit | 0 | $134.17 | $123M | −919,361 | −$123M |
| MA - Mastercard · CL A | 1.71% | Exit | 0 | $284.34 | $94M | −330,000 | −$94M |
| ISRG - Intuitive Surgical | 1.44% | Exit | 0 | $187.44 | $79M | −420,000 | −$79M |
| TEAM - Atlassian · CL A | 1.43% | Exit | 0 | $210.59 | $78M | −370,876 | −$78M |
| TSLA - Tesla | 1.34% | Exit | 0 | $265.25 | $74M | −277,581 | −$74M |
| ASML — | 1.21% | Exit | 0 | $415.35 | $66M | −159,942 | −$66M |
| Opendoor Technologies | 0.93% | Exit | 0 | $3.11 | $51M | −16,382,642 | −$51M |
| BSX - Boston Scientific | 0.71% | Exit | 0 | $38.73 | $39M | −1,000,000 | −$39M |
| SPGI - S&P Global | 0.63% | Exit | 0 | $305.35 | $35M | −113,000 | −$35M |
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