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
Recent SEC filings · past 3 months
Top holdings
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | SPACE EXPLORATION TECHN CORP | $21.54B | 61.9% | 126,042,232 |
| 2 | MAPLEBEAR INC | $1.07B | 3.1% | 22,564,435 |
| 3 | JAMES HARDIE INDS PLC | $721.1M | 2.1% | 27,545,516 |
| 4 | NU HLDGS LTD | $593.4M | 1.7% | 44,418,543 |
| 5 | JOHNSON CONTROLS INTERNATION | $548.2M | 1.6% | 3,751,887 |
| 6 | MERCADOLIBRE INC | $471.0M | 1.4% | 277,475 |
| 7 | US FOODS HLDG CORP | $460.3M | 1.3% | 4,501,964 |
| 8 | DANAHER CORP DEL | $434.7M | 1.2% | 2,282,039 |
| 9 | SHERWIN WILLIAMS CO | $431.3M | 1.2% | 1,252,471 |
| 10 | REDDIT INC | $427.8M | 1.2% | 2,464,411 |
| 11 | THERMO FISHER SCIENTIFIC INC | $409.7M | 1.2% | 817,123 |
| 12 | KILROY REALTY CORP | $393.4M | 1.1% | 10,498,120 |
| 13 | CLEAN HARBORS INC | $393.0M | 1.1% | 1,315,501 |
| 14 | SOMNIGROUP INTERNATIONAL INC | $390.1M | 1.1% | 4,975,364 |
| 15 | FLOWSERVE CORP | $368.5M | 1.1% | 4,968,713 |
| 16 | APPLOVIN CORP | $344.8M | 1.0% | 669,282 |
| 17 | META PLATFORMS INC | $319.1M | 0.9% | 566,500 |
| 18 | FERGUSON ENTERPRISES INC | $304.3M | 0.9% | 1,282,038 |
| 19 | DISNEY WALT CO | $276.7M | 0.8% | 2,874,400 |
| 20 | ALPHABET INC | $263.8M | 0.8% | 738,300 |
| 21 | SPOTIFY TECHNOLOGY S A | $261.2M | 0.8% | 568,855 |
| 22 | CARVANA CO | $248.8M | 0.7% | 3,779,517 |
| 23 | DOORDASH INC | $240.6M | 0.7% | 1,303,705 |
| 24 | INTUITIVE SURGICAL INC | $228.3M | 0.7% | 574,200 |
| 25 | SCHWAB CHARLES CORP | $227.6M | 0.7% | 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
New buys (21)
- 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
- SHOPIFY INC$94.9M
- COREWEAVE INC$62.6M
- SNOWFLAKE INC$55.0M
- MADISON AIR SOLUTIONS CORP$48.8M
- CEREBRAS SYSTEMS INC$33.1M
- ALPHABET INC$30.0M
- SEAGATE TECHNOLOGY HLDNGS PL$29.1M
- QUANTINUUM INC$24.5M
- DPC HOLDINGS PLC$6.1M
Added to (16)
- 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
- CARVANA CO$248.8M
- SCHWAB CHARLES CORP$227.6M
- MARTIN MARIETTA MATLS INC$199.0M
- UNITY SOFTWARE INC$102.1M
Trimmed (16)
- 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
- AMAZON COM INC$149.7M
- TEXAS INSTRS INC$120.9M
- HYPERLIQUID STRATEGIES INC$49.9M
- ANALOG DEVICES INC$40.5M
Exited (10)
- 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
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.