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
Latest book
| SPCX - Space Exploration Techn · CLASS A | 61.91% | New | 126,042,232 | $170.86 | $21.5B | +126,042,232 | +$21.5B |
| CART - Maplebear | 3.07% | Add 0.0% | 22,564,435 | $47.35 | $1.1B | +6,180 | +$223M |
| JHX - James Hardie Inds | 2.07% | Reduce −2.7% | 27,545,516 | $26.18 | $721M | −754,767 | +$185M |
| NU — · CL A | 1.71% | Add +71.6% | 44,418,543 | $13.36 | $593M | +18,527,842 | +$221M |
| JCI - Johnson Controls | 1.58% | Add +206.5% | 3,751,887 | $146.11 | $548M | +2,527,832 | +$388M |
| MELI - Mercadolibre | 1.35% | Reduce −25.7% | 277,475 | $1,697 | $471M | −96,200 | −$175M |
| USFD - US Foods | 1.32% | Add +5.1% | 4,501,964 | $102.25 | $460M | +218,490 | +$65M |
| DHR - Danaher Del | 1.25% | Reduce −1.0% | 2,282,039 | $190.48 | $435M | −22,109 | −$2M |
| SHW - Sherwin Williams | 1.24% | Add +164.4% | 1,252,471 | $344.32 | $431M | +778,718 | +$279M |
| RDDT - Reddit · CL A | 1.23% | Add +0.2% | 2,464,411 | $173.58 | $428M | +5,260 | +$97M |
| TMO - Thermo Fisher Scientific | 1.18% | Add +12.7% | 817,123 | $501.36 | $410M | +92,118 | +$53M |
| KRC - Kilroy Realty | 1.13% | Reduce −6.9% | 10,498,120 | $37.47 | $393M | −776,957 | +$75M |
| CLH - Clean Harbors | 1.13% | Reduce −1.7% | 1,315,501 | $298.75 | $393M | −22,780 | +$9M |
| SGI - Somnigroup International | 1.12% | Add +6.1% | 4,975,364 | $78.40 | $390M | +286,941 | +$44M |
| FLS - Flowserve | 1.06% | Reduce −15.4% | 4,968,713 | $74.16 | $368M | −905,728 | −$63M |
| APP - Applovin · CL A | 0.99% | Hold | 669,282 | $515.23 | $345M | — | — |
| META - Meta Platforms · CL A | 0.92% | New | 566,500 | $563.29 | $319M | +566,500 | +$319M |
| FERG - Ferguson Enterprises | 0.87% | Add +267.0% | 1,282,038 | $237.33 | $304M | +932,691 | +$223M |
| DIS - Disney Walt | 0.80% | Add +22.1% | 2,874,400 | $96.25 | $277M | +519,300 | +$50M |
| GOOGL - Alphabet · CL A | 0.76% | Add +57.5% | 738,300 | $357.37 | $264M | +269,400 | +$129M |
| SPOT - Spotify Technology S A | 0.75% | Add +67.1% | 568,855 | $459.13 | $261M | +228,361 | +$96M |
| CVNA - Carvana · CL A | 0.72% | Add +465.4% | 3,779,517 | $65.82 | $249M | +3,111,085 | +$39M |
| DASH - Doordash · CL A | 0.69% | Reduce −9.3% | 1,303,705 | $184.53 | $241M | −133,795 | +$25M |
| ISRG - Intuitive Surgical | 0.66% | New | 574,200 | $397.68 | $228M | +574,200 | +$228M |
| SCHW - Schwab Charles | 0.65% | Add +4.6% | 2,466,590 | $92.27 | $228M | +109,200 | +$6M |
| COF - Capital One Finl | 0.63% | Reduce −2.1% | 1,093,438 | $200.62 | $219M | −23,300 | +$16M |
| LINE - Lineage | 0.59% | Reduce −36.0% | 4,736,312 | $43.25 | $205M | −2,665,917 | −$38M |
| MLM - Martin Marietta Matls | 0.57% | Add +6.9% | 345,060 | $576.70 | $199M | +22,203 | +$9M |
| COMP - Compass · CL A | 0.54% | New | 15,224,831 | $12.33 | $188M | +15,224,831 | +$188M |
| CPNG - Coupang · CL A | 0.51% | Reduce −11.4% | 10,292,141 | $17.37 | $179M | −1,319,600 | −$40M |
| LIN - Linde | 0.51% | New | 341,538 | $518.94 | $177M | +341,538 | +$177M |
| TSLA - Tesla | 0.49% | New | 401,900 | $420.60 | $169M | +401,900 | +$169M |
| LSCC - Lattice Semiconductor | 0.48% | New | 1,084,051 | $152.96 | $166M | +1,084,051 | +$166M |
| SE - SEA | 0.46% | Reduce −58.6% | 1,678,332 | $95.83 | $161M | −2,373,801 | −$175M |
| AFRM - Affirm · CL A | 0.45% | Reduce −1.5% | 1,908,511 | $81.55 | $156M | −28,389 | +$67M |
| AMZN - Amazon | 0.43% | Reduce −65.3% | 628,082 | $238.34 | $150M | −1,179,441 | −$227M |
| BLDR - Builders Firstsource | 0.42% | New | 1,639,222 | $89.48 | $147M | +1,639,222 | +$147M |
| APO - Apollo Global Mgmt | 0.39% | Hold | 1,159,000 | $118.31 | $137M | — | — |
| Q - Qnity | 0.39% | New | 833,996 | $163.31 | $136M | +833,996 | +$136M |
| TXN - Texas Instrs | 0.35% | Reduce −76.9% | 405,474 | $298.07 | $121M | −1,347,527 | −$219M |
| MPWR - Monolithic Pwr Sys | 0.34% | New | 85,103 | $1,382 | $118M | +85,103 | +$118M |
| AMRZ - Amrize | 0.34% | New | 2,187,487 | $53.30 | $117M | +2,187,487 | +$117M |
| U - Unity Software | 0.29% | Add +9.6% | 3,572,473 | $28.58 | $102M | +312,490 | +$31M |
| LFUS - Littelfuse | 0.29% | New | 224,164 | $455.33 | $102M | +224,164 | +$102M |
| SHOP - Shopify · CL A | 0.27% | New | 830,891 | $114.18 | $95M | +830,891 | +$95M |
| CRWV - Coreweave · CL A | 0.18% | New | 628,446 | $99.54 | $63M | +628,446 | +$63M |
| SNOW - Snowflake | 0.16% | New | 216,019 | $254.50 | $55M | +216,019 | +$55M |
| PURR - Hyperliquid Strategies | 0.14% | Reduce −20.7% | 6,342,600 | $7.87 | $50M | −1,657,400 | +$9M |
| MAIR - Madison Air Solutions · CL A | 0.14% | New | 1,250,000 | $39.00 | $49M | +1,250,000 | +$49M |
| ADI - Analog Devices | 0.12% | Reduce −65.1% | 102,040 | $397.17 | $41M | −190,404 | −$53M |
| CBRS - Cerebras Systems · CL A | 0.10% | New | 150,000 | $221.00 | $33M | +150,000 | +$33M |
| GOOG - Alphabet · CL C | 0.09% | New | 85,000 | $353.33 | $30M | +85,000 | +$30M |
| STX - Seagate | 0.08% | New | 30,115 | $965.00 | $29M | +30,115 | +$29M |
| QNT - Quantinuum · CL A | 0.07% | New | 300,000 | $81.74 | $25M | +300,000 | +$25M |
| DPC — | 0.02% | New | 125,000 | $49.06 | $6M | +125,000 | +$6M |
Showing top 50 of 55 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| KNX - Knight Swift · CL A | 2.82% | Exit | 0 | $57.58 | $316M | −5,491,563 | −$316M |
| AVGO - Broadcom | 2.70% | Exit | 0 | $309.51 | $304M | −981,495 | −$304M |
| NVDA - Nvidia | 2.44% | Exit | 0 | $174.40 | $274M | −1,568,793 | −$274M |
| XPO - Xpo Logistics | 2.23% | Exit | 0 | $194.55 | $251M | −1,287,630 | −$251M |
| CLS - Celestica | 1.36% | Exit | 0 | $281.68 | $153M | −541,556 | −$153M |
| TSM - Taiwan Semiconductor | 0.99% | Exit | 0 | $337.95 | $111M | −328,600 | −$111M |
| LYV - Live Nation | 0.92% | Exit | 0 | $152.51 | $103M | −674,317 | −$103M |
| BLD - Topbuild Cor | 0.67% | Exit | 0 | $351.30 | $75M | −213,433 | −$75M |
| ADSK - Autodesk | 0.66% | Exit | 0 | $239.40 | $74M | −308,907 | −$74M |
| ASML — | 0.08% | Exit | 0 | $1,321 | $9M | −6,800 | −$9M |
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