What Dan Sundheim last reported owning
D1 Capital Partners
Latest 13F filed Aug 14, 2026 for the quarter ending Jun 30, 2026 · $34.78B across 55 positions · view on SEC EDGAR
Top holdings
From the 13F filed Aug 14, 2026. Bars show each position's share of the reported book.
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | SPACE EXPLORATION TECHN CORP | $21.54B | 126,042,232 | |
| 2 | MAPLEBEAR INC | $1.07B | 22,564,435 | |
| 3 | JAMES HARDIE INDS PLC | $721.1M | 27,545,516 | |
| 4 | NU HLDGS LTD | $593.4M | 44,418,543 | |
| 5 | JOHNSON CONTROLS INTERNATION | $548.2M | 3,751,887 | |
| 6 | MERCADOLIBRE INC | $471.0M | 277,475 | |
| 7 | US FOODS HLDG CORP | $460.3M | 4,501,964 | |
| 8 | DANAHER CORP DEL | $434.7M | 2,282,039 | |
| 9 | SHERWIN WILLIAMS CO | $431.3M | 1,252,471 | |
| 10 | REDDIT INC | $427.8M | 2,464,411 | |
| 11 | THERMO FISHER SCIENTIFIC INC | $409.7M | 817,123 | |
| 12 | KILROY REALTY CORP | $393.4M | 10,498,120 | |
| 13 | CLEAN HARBORS INC | $393.0M | 1,315,501 | |
| 14 | SOMNIGROUP INTERNATIONAL INC | $390.1M | 4,975,364 | |
| 15 | FLOWSERVE CORP | $368.5M | 4,968,713 | |
| 16 | APPLOVIN CORP | $344.8M | 669,282 | |
| 17 | META PLATFORMS INC | $319.1M | 566,500 | |
| 18 | FERGUSON ENTERPRISES INC | $304.3M | 1,282,038 | |
| 19 | DISNEY WALT CO | $276.7M | 2,874,400 | |
| 20 | ALPHABET INC | $263.8M | 738,300 | |
| 21 | SPOTIFY TECHNOLOGY S A | $261.2M | 568,855 | |
| 22 | CARVANA CO | $248.8M | 3,779,517 | |
| 23 | DOORDASH INC | $240.6M | 1,303,705 | |
| 24 | INTUITIVE SURGICAL INC | $228.3M | 574,200 | |
| 25 | SCHWAB CHARLES CORP | $227.6M | 2,466,590 |
Showing top 25 of 55 reported positions. Put/Call tags mark options positions.
Latest-quarter moves
From the most recent 13F vs. the prior quarter
- SPACE EXPLORATION TECHN CORP$21.54B
- META PLATFORMS INC$319.1M
- INTUITIVE SURGICAL INC$228.3M
- COMPASS INC$187.7M
- LINDE PLC$177.2M
- TESLA INC$169.0M
- LATTICE SEMICONDUCTOR CORP$165.8M
- BUILDERS FIRSTSOURCE INC$146.7M
- QNITY ELECTRONICS INC$136.2M
- MONOLITHIC PWR SYS INC$117.6M
- AMRIZE LTD$116.6M
- LITTELFUSE INC$102.1M
- MAPLEBEAR INC$1.07B
- NU HLDGS LTD$593.4M
- JOHNSON CONTROLS INTERNATION$548.2M
- US FOODS HLDG CORP$460.3M
- SHERWIN WILLIAMS CO$431.3M
- REDDIT INC$427.8M
- THERMO FISHER SCIENTIFIC INC$409.7M
- SOMNIGROUP INTERNATIONAL INC$390.1M
- FERGUSON ENTERPRISES INC$304.3M
- DISNEY WALT CO$276.7M
- ALPHABET INC$263.8M
- SPOTIFY TECHNOLOGY S A$261.2M
- JAMES HARDIE INDS PLC$721.1M
- MERCADOLIBRE INC$471.0M
- DANAHER CORP DEL$434.7M
- KILROY REALTY CORP$393.4M
- CLEAN HARBORS INC$393.0M
- FLOWSERVE CORP$368.5M
- DOORDASH INC$240.6M
- CAPITAL ONE FINL CORP$219.4M
- LINEAGE INC$204.8M
- COUPANG INC$178.8M
- SEA LTD$160.8M
- AFFIRM HLDGS INC$155.6M
- KNIGHT-SWIFT TRANSN HLDGS IN$316.2M
- BROADCOM INC$303.8M
- NVIDIA CORPORATION$273.6M
- XPO INC$250.5M
- CELESTICA INC$152.5M
- TAIWAN SEMICONDUCTOR MANUFAC$111.1M
- LIVE NATION ENTERTAINMENT IN$102.8M
- TOPBUILD COR$75.0M
- AUTODESK INC$74.0M
- ASML HLDG NV$9.0M
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Questions people ask
What did Dan Sundheim's D1 Capital Partners own in its latest 13F?
The 13F filed Aug 14, 2026 for the quarter ending Jun 30, 2026 listed 55 positions worth $34.78B. The largest was SPACE EXPLORATION TECHN CORP at $21.54B, 61.9% of the reported portfolio.
When did D1 Capital Partners last file a 13F?
On Aug 14, 2026, covering the quarter that ended Jun 30, 2026. The next one is due within 45 days of the next quarter end, so the positions here can be up to 45 days old on the day they are published.
What did Dan Sundheim's D1 Capital Partners buy and sell last quarter?
Compared with the prior 13F, the latest filing shows 21 new positions, 16 positions added to, 16 trimmed and 10 sold out entirely. Each is listed above with its size.
Does this page show everything D1 Capital Partners owns?
No. A 13F covers long positions in US-listed stocks, certain options and convertible notes. It leaves out short positions, cash, bonds, private holdings and shares listed outside the US, so the total here is not the fund's full size.
Data from SEC EDGAR filings. 13Fs are quarterly and lag by up to 45 days, cover only US-listed long positions and certain options, and exclude shorts and non-US holdings. Not investment advice.