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 | 8.45% | Reduce −48.0% | 1,556,990 | $288.30 | $449M | −1,436,797 | −$269M |
| ELV - Elevance Health | 5.91% | New | 683,000 | $459.81 | $314M | +683,000 | +$314M |
| GOOGL - Alphabet · CL A | 5.66% | Add +0.7% | 2,897,888 | $103.73 | $301M | +20,888 | +$47M |
| AMZN - Amazon | 5.35% | Reduce −62.5% | 2,752,422 | $103.29 | $284M | −4,588,491 | −$332M |
| LULU - Lululemon Athletica | 5.26% | New | 767,834 | $364.19 | $280M | +767,834 | +$280M |
| EXPE - Expedia Group | 4.70% | Reduce −18.2% | 2,571,725 | $97.03 | $250M | −572,675 | −$26M |
| UNH - Unitedhealth Group | 4.68% | New | 526,000 | $472.59 | $249M | +526,000 | +$249M |
| SGI - Tempur Sealy Intl | 4.46% | Add +99.1% | 6,006,785 | $39.49 | $237M | +2,989,933 | +$134M |
| LYV - Live Nation | 4.32% | New | 3,279,781 | $70.00 | $230M | +3,279,781 | +$230M |
| DHR - Danaher | 4.30% | New | 906,000 | $252.04 | $228M | +906,000 | +$228M |
| META - Meta Platforms · CL A | 4.07% | New | 1,020,578 | $211.94 | $216M | +1,020,578 | +$216M |
| RIVN - Rivian Automotive · CL A | 4.05% | Hold | 13,908,880 | $15.48 | $215M | — | — |
| HDB - Hdfc Bank | 3.76% | New | 2,998,000 | $66.67 | $200M | +2,998,000 | +$200M |
| LOW - Lowes Cos | 3.50% | New | 930,731 | $199.97 | $186M | +930,731 | +$186M |
| BABA - Alibaba Group | 3.33% | Add +86.1% | 1,730,404 | $102.18 | $177M | +800,404 | +$95M |
| WRBY - Warby Parker · CL A | 2.98% | Hold | 14,944,023 | $10.59 | $158M | — | — |
| RH | 2.98% | Reduce −63.3% | 649,635 | $243.55 | $158M | −1,121,000 | −$315M |
| PODD - Insulet | 2.65% | Reduce −54.7% | 442,238 | $318.96 | $141M | −533,135 | −$146M |
| PCOR - Procore Technologies | 2.47% | Reduce −15.9% | 2,096,659 | $62.63 | $131M | −395,997 | +$14M |
| CRM - Salesforce | 2.10% | New | 557,412 | $199.78 | $111M | +557,412 | +$111M |
| DDOG - Datadog · CL A | 1.95% | Add +75.0% | 1,428,034 | $72.66 | $104M | +612,034 | +$44M |
| FUTU — · CL A | 1.76% | New | 1,807,952 | $51.85 | $94M | +1,807,952 | +$94M |
| Dlocal · CLASS A | 1.73% | Add +1.8% | 5,681,853 | $16.22 | $92M | +99,700 | +$5M |
| BILL — | 1.49% | Add +17.2% | 975,000 | $81.14 | $79M | +142,825 | −$12M |
| XYZ - Block · CL A | 1.23% | Add +6.3% | 951,357 | $68.65 | $65M | +56,357 | +$9M |
| MAA - Mid-Amer Apt Cmntys | 1.02% | New | 360,102 | $151.04 | $54M | +360,102 | +$54M |
| GE - GE Aerospace | 1.01% | New | 560,000 | $95.60 | $54M | +560,000 | +$54M |
| Sight Sciences | 0.96% | Hold | 5,852,036 | $8.74 | $51M | — | — |
| SNOW - Snowflake · CL A | 0.88% | Reduce −73.2% | 303,107 | $154.29 | $47M | −829,767 | −$116M |
| Liberty Media Del | 0.84% | New | 597,067 | $74.83 | $45M | +597,067 | +$45M |
| PNC - Pnc Finl Svcs Group | 0.81% | New | 338,864 | $127.10 | $43M | +338,864 | +$43M |
| CPT - Camden Ppty Tr | 0.72% | New | 363,383 | $104.84 | $38M | +363,383 | +$38M |
| VVV - Valvoline | 0.50% | New | 760,000 | $34.94 | $27M | +760,000 | +$27M |
| Cazoo Group · CL A | 0.09% | New | 1,841,326 | $2.49 | $5M | +1,841,326 | +$5M |
| HOOD - Robinhood Mkts · CL A | 0.04% | Hold | 203,555 | $9.71 | $2M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SHW - Sherwin Williams | 4.91% | Exit | 0 | $237.33 | $240M | −1,009,700 | −$240M |
| FND - Floor & Decor · CL A | 4.20% | Exit | 0 | $69.63 | $205M | −2,939,175 | −$205M |
| HLT - Hilton | 2.88% | Exit | 0 | $126.36 | $140M | −1,110,341 | −$140M |
| WDAY - Workday · CL A | 1.88% | Exit | 0 | $167.33 | $92M | −546,939 | −$92M |
| RACE - Ferrari | 1.83% | Exit | 0 | $214.22 | $89M | −416,523 | −$89M |
| TEAM - Atlassian · CL A | 1.16% | Exit | 0 | $128.68 | $57M | −439,646 | −$57M |
| ALKT - Alkami Technology | 0.73% | Exit | 0 | $14.59 | $36M | −2,437,455 | −$36M |
| NVDA - Nvidia | 0.71% | Exit | 0 | $146.14 | $35M | −236,475 | −$35M |
| MU - Micron Technology | 0.53% | Exit | 0 | $49.98 | $26M | −515,000 | −$26M |
| JD — · CL A | 0.51% | Exit | 0 | $56.13 | $25M | −445,000 | −$25M |
| INTU - Intuit | 0.29% | Exit | 0 | $389.21 | $14M | −35,888 | −$14M |
| Cazoo Group | 0.12% | Exit | 0 | $0.1568 | $6M | −36,826,525 | −$6M |
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