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
| CART - Maplebear | 12.36% | New | 28,906,880 | $29.69 | $858M | +28,906,880 | +$858M |
| MSFT - Microsoft | 7.76% | Add +77.8% | 1,706,990 | $315.75 | $539M | +747,000 | +$212M |
| META - Meta Platforms · CL A | 7.35% | Add +122.7% | 1,700,578 | $300.21 | $511M | +937,000 | +$291M |
| ELV - Elevance Health | 6.01% | Add +38.8% | 959,032 | $435.42 | $418M | +268,300 | +$111M |
| SGI - Tempur Sealy Intl | 5.91% | Add +0.2% | 9,460,317 | $43.34 | $410M | +18,532 | +$32M |
| RIVN - Rivian Automotive · CL A | 4.72% | Reduce −3.1% | 13,483,880 | $24.28 | $327M | −425,000 | +$96M |
| GE - GE Aerospace | 4.21% | Add +81.9% | 2,646,652 | $110.55 | $293M | +1,191,652 | +$133M |
| PODD - Insulet | 4.18% | Add +151.8% | 1,820,946 | $159.49 | $290M | +1,097,708 | +$82M |
| NU — · CL A | 4.14% | New | 39,657,269 | $7.25 | $288M | +39,657,269 | +$288M |
| PM - Philip Morris Intl | 4.08% | New | 3,056,044 | $92.58 | $283M | +3,056,044 | +$283M |
| INVH - Invitation Homes | 3.96% | New | 8,686,259 | $31.69 | $275M | +8,686,259 | +$275M |
| HDB - Hdfc Bank | 3.59% | Add +41.5% | 4,223,701 | $59.01 | $249M | +1,238,786 | +$41M |
| WRBY - Warby Parker · CL A | 2.83% | Hold | 14,944,023 | $13.16 | $197M | — | — |
| GOOGL - Alphabet · CL A | 2.75% | Reduce −36.2% | 1,460,888 | $130.86 | $191M | −828,239 | −$83M |
| EQR - Equity Residential | 2.24% | Reduce −9.7% | 2,649,064 | $58.71 | $156M | −286,000 | −$38M |
| CPT - Camden Ppty Tr | 2.22% | Reduce −40.6% | 1,627,156 | $94.58 | $154M | −1,110,000 | −$144M |
| V - VISA · CL A | 2.16% | Reduce −10.3% | 651,478 | $230.01 | $150M | −75,000 | −$23M |
| FWONK - Liberty Media Del | 1.77% | New | 1,971,008 | $62.30 | $123M | +1,971,008 | +$123M |
| AMZN - Amazon | 1.66% | New | 904,402 | $127.12 | $115M | +904,402 | +$115M |
| ENTG - Entegris | 1.62% | New | 1,201,000 | $93.91 | $113M | +1,201,000 | +$113M |
| YUM - Yum Brands | 1.62% | New | 900,000 | $124.94 | $112M | +900,000 | +$112M |
| VVV - Valvoline | 1.53% | Add +26.3% | 3,285,031 | $32.24 | $106M | +685,000 | +$8M |
| XYZ - Block · CL A | 1.51% | Add +56.0% | 2,370,357 | $44.26 | $105M | +850,735 | +$4M |
| HLT - Hilton | 1.47% | Reduce −66.8% | 680,215 | $150.18 | $102M | −1,366,152 | −$196M |
| RH | 1.24% | Reduce −8.3% | 326,000 | $264.36 | $86M | −29,635 | −$31M |
| DHR - Danaher | 1.16% | Reduce −61.3% | 326,000 | $248.10 | $81M | −515,700 | −$121M |
| LVS - Las Vegas Sands | 1.04% | New | 1,576,415 | $45.84 | $72M | +1,576,415 | +$72M |
| NVDA - Nvidia | 0.92% | Add +7.9% | 146,741 | $434.99 | $64M | +10,741 | +$6M |
| APD - Air Prods & Chems | 0.82% | Add +52.3% | 201,000 | $283.40 | $57M | +69,000 | +$17M |
| PCOR - Procore Technologies | 0.76% | Reduce −36.1% | 812,659 | $65.32 | $53M | −459,000 | −$30M |
| Dlocal · CLASS A | 0.76% | Reduce −49.1% | 2,736,649 | $19.17 | $52M | −2,636,809 | −$13M |
| CRM - Salesforce | 0.57% | New | 195,000 | $202.78 | $40M | +195,000 | +$40M |
| MDB - Mongodb · CL A | 0.52% | New | 105,000 | $345.86 | $36M | +105,000 | +$36M |
| Sight Sciences | 0.28% | Hold | 5,852,036 | $3.37 | $20M | — | — |
| MA - Mastercard · CL A | 0.22% | Reduce −6.1% | 38,000 | $395.91 | $15M | −2,459 | −$868K |
| Liberty Media Del | 0.03% | New | 58,162 | $32.10 | $2M | +58,162 | +$2M |
| Cazoo Group · CL A | 0.01% | Hold | 1,841,326 | $0.5451 | $1M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| UNH - Unitedhealth Group | 4.64% | Exit | 0 | $480.64 | $241M | −502,200 | −$241M |
| AVB - Avalonbay Cmntys | 2.94% | Exit | 0 | $189.27 | $153M | −808,348 | −$153M |
| LULU - Lululemon Athletica | 2.72% | Exit | 0 | $378.50 | $142M | −373,919 | −$142M |
| MAA - Mid-Amer Apt Cmntys | 1.97% | Exit | 0 | $151.86 | $102M | −674,084 | −$102M |
| PNC - Pnc Finl Svcs Group | 0.97% | Exit | 0 | $125.95 | $50M | −399,642 | −$50M |
| SUI - Sun Cmntys | 0.95% | Exit | 0 | $130.46 | $50M | −380,000 | −$50M |
| Liberty Media Del | 0.75% | Exit | 0 | $75.28 | $39M | −516,867 | −$39M |
| INTU - Intuit | 0.70% | Exit | 0 | $458.19 | $36M | −79,000 | −$36M |
| SNOW - Snowflake · CL A | 0.64% | Exit | 0 | $175.98 | $33M | −187,983 | −$33M |
| World Wrestling Entmt · CL A | 0.53% | Exit | 0 | $108.47 | $28M | −256,346 | −$28M |
| DDOG - Datadog · CL A | 0.44% | Exit | 0 | $98.38 | $23M | −234,599 | −$23M |
| AMD - Advanced Micro Devices | 0.35% | Exit | 0 | $113.91 | $18M | −160,000 | −$18M |
| HOOD - Robinhood Mkts · CL A | 0.04% | Exit | 0 | $9.98 | $2M | −203,555 | −$2M |
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