D1 Capital Partners
Dan Sundheim
Latest 13F filed May 15, 2026 for the quarter ending Mar 31, 2026 · $11.23B across 44 positions · view on SEC EDGAR
Recent SEC filings · past 3 months
Top holdings
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | MAPLEBEAR INC | $845.0M | 7.5% | 22,558,255 |
| 2 | MERCADOLIBRE INC | $646.1M | 5.8% | 373,675 |
| 3 | JAMES HARDIE INDS PLC | $536.0M | 4.8% | 28,300,283 |
| 4 | DANAHER CORP DEL | $436.9M | 3.9% | 2,304,148 |
| 5 | FLOWSERVE CORP | $431.8M | 3.8% | 5,874,441 |
| 6 | US FOODS HLDG CORP | $395.0M | 3.5% | 4,283,474 |
| 7 | CLEAN HARBORS INC | $383.7M | 3.4% | 1,338,281 |
| 8 | AMAZON COM INC | $376.5M | 3.4% | 1,807,523 |
| 9 | NU HLDGS LTD | $372.0M | 3.3% | 25,890,701 |
| 10 | THERMO FISHER SCIENTIFIC INC | $356.4M | 3.2% | 725,005 |
| 11 | SOMNIGROUP INTERNATIONAL INC | $346.6M | 3.1% | 4,688,423 |
| 12 | TEXAS INSTRS INC | $340.3M | 3.0% | 1,753,001 |
| 13 | SEA LTD | $335.6M | 3.0% | 4,052,133 |
| 14 | REDDIT INC | $331.1M | 2.9% | 2,459,151 |
| 15 | KILROY REALTY CORP | $318.1M | 2.8% | 11,275,077 |
| 16 | KNIGHT-SWIFT TRANSN HLDGS IN | $316.2M | 2.8% | 5,491,563 |
| 17 | BROADCOM INC | $303.8M | 2.7% | 981,495 |
| 18 | NVIDIA CORPORATION | $273.6M | 2.4% | 1,568,793 |
| 19 | APPLOVIN CORP | $266.4M | 2.4% | 669,282 |
| 20 | XPO INC | $250.5M | 2.2% | 1,287,630 |
| 21 | LINEAGE INC | $242.5M | 2.2% | 7,402,229 |
| 22 | DISNEY WALT CO | $227.0M | 2.0% | 2,355,100 |
| 23 | SCHWAB CHARLES CORP | $221.5M | 2.0% | 2,357,390 |
| 24 | COUPANG INC | $219.2M | 2.0% | 11,611,741 |
| 25 | DOORDASH INC | $215.8M | 1.9% | 1,437,500 |
Showing top 25 of 44 reported positions. Put/Call tags mark options positions.
Latest-quarter moves · from the most recent 13F vs. the prior quarter
New buys (16)
- NU HLDGS LTD$372.0M
- THERMO FISHER SCIENTIFIC INC$356.4M
- SOMNIGROUP INTERNATIONAL INC$346.6M
- COUPANG INC$219.2M
- DOORDASH INC$215.8M
- CARVANA CO$210.1M
- MARTIN MARIETTA MATLS INC$190.1M
- CELESTICA INC$152.5M
- ALPHABET INC$134.8M
- TAIWAN SEMICONDUCTOR MANUFAC$111.1M
- LIVE NATION ENTERTAINMENT IN$102.8M
- ANALOG DEVICES INC$93.0M
- FERGUSON ENTERPRISES INC$81.5M
- TOPBUILD COR$75.0M
- UNITY SOFTWARE INC$71.5M
- ASML HLDG NV$9.0M
Added to (13)
- MERCADOLIBRE INC$646.1M
- JAMES HARDIE INDS PLC$536.0M
- DANAHER CORP DEL$436.9M
- AMAZON COM INC$376.5M
- TEXAS INSTRS INC$340.3M
- SEA LTD$335.6M
- REDDIT INC$331.1M
- KILROY REALTY CORP$318.1M
- BROADCOM INC$303.8M
- NVIDIA CORPORATION$273.6M
- DISNEY WALT CO$227.0M
- CAPITAL ONE FINL CORP$203.7M
- AFFIRM HLDGS INC$88.7M
Trimmed (9)
- FLOWSERVE CORP$431.8M
- CLEAN HARBORS INC$383.7M
- KNIGHT-SWIFT TRANSN HLDGS IN$316.2M
- XPO INC$250.5M
- SCHWAB CHARLES CORP$221.5M
- SPOTIFY TECHNOLOGY S A$165.1M
- JOHNSON CONTROLS INTERNATION$160.3M
- SHERWIN WILLIAMS CO$151.9M
- AUTODESK INC$74.0M
Exited (14)
- META PLATFORMS INC$248.3M
- ENTEGRIS INC$210.1M
- LINDE PLC$206.3M
- ECHOSTAR CORP$201.7M
- SYNOPSYS INC$177.7M
- GE HEALTHCARE TECHNOLOGIES I$144.6M
- CORE & MAIN INC$137.6M
- ARISTA NETWORKS INC$126.1M
- API GROUP CORP$84.3M
- QNITY ELECTRONICS INC$76.5M
- BANK AMERICA CORP$68.5M
- NISOURCE INC$50.7M
- AMERICAN ELEC PWR CO INC$39.7M
- MEDLINE INC$15.8M
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.