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D1 Capital Partners (Dan Sundheim) 13F holdings — 2026-06-30

Filed by D1 Capital Partners L.P. on 2026-08-14 for the quarter ending 2026-06-30, compared with the quarter ending 2026-03-31. Original filing.

55positions
$34.8Breported value
21new positions
10positions sold out

Holdings

IssuerClassSharesValue% of 13FChange
SPACE EXPLORATION TECHN CORPCLASS A COM STK126,042,232$21.5B61.91%New position
MAPLEBEAR INCCOM22,564,435$1.1B3.07%No change
JAMES HARDIE INDS PLCORD SHS27,545,516$721.1M2.07%Reduced 3%
NU HLDGS LTDORD SHS CL A44,418,543$593.4M1.71%Added 72%
JOHNSON CONTROLS INTERNATIONSHS3,751,887$548.2M1.58%Added 207%
MERCADOLIBRE INCCOM277,475$471.0M1.35%Reduced 26%
US FOODS HLDG CORPCOM4,501,964$460.3M1.32%Added 5%
DANAHER CORP DELCOM2,282,039$434.7M1.25%Reduced 1%
SHERWIN WILLIAMS COCOM1,252,471$431.3M1.24%Added 164%
REDDIT INCCL A2,464,411$427.8M1.23%No change
THERMO FISHER SCIENTIFIC INCCOM817,123$409.7M1.18%Added 13%
KILROY REALTY CORPCOM10,498,120$393.4M1.13%Reduced 7%
CLEAN HARBORS INCCOM1,315,501$393.0M1.13%Reduced 2%
SOMNIGROUP INTERNATIONAL INCCOM4,975,364$390.1M1.12%Added 6%
FLOWSERVE CORPCOM4,968,713$368.5M1.06%Reduced 15%
APPLOVIN CORPCOM CL A669,282$344.8M0.99%No change
META PLATFORMS INCCL A566,500$319.1M0.92%New position
FERGUSON ENTERPRISES INCCOMMON STOCK NEW1,282,038$304.3M0.87%Added 267%
DISNEY WALT COCOM2,874,400$276.7M0.8%Added 22%
ALPHABET INCCAP STK CL A738,300$263.8M0.76%Added 57%
SPOTIFY TECHNOLOGY S ASHS568,855$261.2M0.75%Added 67%
CARVANA COCL A3,779,517$248.8M0.72%Added 465%
DOORDASH INCCL A1,303,705$240.6M0.69%Reduced 9%
INTUITIVE SURGICAL INCCOM NEW574,200$228.3M0.66%New position
SCHWAB CHARLES CORPCOM2,466,590$227.6M0.65%Added 5%
CAPITAL ONE FINL CORPCOM1,093,438$219.4M0.63%Reduced 2%
LINEAGE INCCOM4,736,312$204.8M0.59%Reduced 36%
MARTIN MARIETTA MATLS INCCOM345,060$199.0M0.57%Added 7%
COMPASS INCCL A15,224,831$187.7M0.54%New position
COUPANG INCCL A10,292,141$178.8M0.51%Reduced 11%
LINDE PLCSHS341,538$177.2M0.51%New position
TESLA INCCOM401,900$169.0M0.49%New position
LATTICE SEMICONDUCTOR CORPCOM1,084,051$165.8M0.48%New position
SEA LTDSPONSORD ADS1,678,332$160.8M0.46%Reduced 59%
AFFIRM HLDGS INCCOM CL A1,908,511$155.6M0.45%Reduced 1%
AMAZON COM INCCOM628,082$149.7M0.43%Reduced 65%
BUILDERS FIRSTSOURCE INCCOM1,639,222$146.7M0.42%New position
APOLLO GLOBAL MGMT INCCOM1,159,000$137.1M0.39%No change
QNITY ELECTRONICS INCCOMMON STOCK833,996$136.2M0.39%New position
TEXAS INSTRS INCCOM405,474$120.9M0.35%Reduced 77%
MONOLITHIC PWR SYS INCCOM85,103$117.6M0.34%New position
AMRIZE LTDSHS2,187,487$116.6M0.34%New position
UNITY SOFTWARE INCCOM3,572,473$102.1M0.29%Added 10%
LITTELFUSE INCCOM224,164$102.1M0.29%New position
SHOPIFY INCCL A SUB VTG SHS830,891$94.9M0.27%New position
COREWEAVE INCCOM CL A628,446$62.6M0.18%New position
SNOWFLAKE INCCOM SHS216,019$55.0M0.16%New position
HYPERLIQUID STRATEGIES INCCOM6,342,600$49.9M0.14%Reduced 21%
MADISON AIR SOLUTIONS CORPCOM SHS CL A1,250,000$48.8M0.14%New position
ANALOG DEVICES INCCOM102,040$40.5M0.12%Reduced 65%
CEREBRAS SYSTEMS INCCOM CL A150,000$33.1M0.1%New position
ALPHABET INCCAP STK CL C85,000$30.0M0.09%New position
SEAGATE TECHNOLOGY HLDNGS PLORD SHS30,115$29.1M0.08%New position
QUANTINUUM INCCL A COM300,000$24.5M0.07%New position
DPC HOLDINGS PLCORDINARY SHARES125,000$6.1M0.02%New position

Sold out since prior quarter

IssuerShares in prior quarterPrior value
ASML HLDG NV6,800$9.0M
AUTODESK INC308,907$74.0M
BROADCOM INC981,495$303.8M
CELESTICA INC541,556$152.5M
KNIGHT-SWIFT TRANSN HLDGS IN5,491,563$316.2M
LIVE NATION ENTERTAINMENT IN674,317$102.8M
NVIDIA CORPORATION1,568,793$273.6M
TAIWAN SEMICONDUCTOR MANUFAC328,600$111.1M
TOPBUILD COR213,433$75.0M
XPO INC1,287,630$250.5M

Options (puts/calls) are omitted. Values are as reported by the filer at quarter end. A 13F shows only certain U.S.-listed long positions and may be filed up to 45 days after the quarter ends, so it may not reflect current holdings.