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Dan Sundheim
D1 Capital Partners is the institutional manager run by Dan Sundheim. The positions below are disclosed each quarter in the fund's SEC Form 13F.
Del 13F trimestral ante la SEC del fondo: posiciones largas en acciones y opciones de EE. UU. al cierre del trimestre, publicadas hasta 45 días después. Excluye ventas en corto, efectivo y tenencias fuera de EE. UU.
Trimestral, al Jun 30, 2026
Valor total reportado en cada presentación 13F trimestral. Incluye nocional de opciones, así que refleja escala y entradas, no retorno.
Los pesos son solo de posiciones largas en equity divulgadas. T/T compara cantidades de acciones contra el trimestre anterior.
| Valor | Peso | |||
|---|---|---|---|---|
SP SPCXSPACE EXPLORATION TECHN CORP | $21.54B | 61.91% | ||
CA CARTMAPLEBEAR INC | $1.07B | 3.07% | ||
JH JHXJAMES HARDIE INDS PLC | $721.14M | 2.07% | ||
NU NUNU HLDGS LTD | $593.43M | 1.71% | ||
JC JCIJOHNSON CONTROLS INTERNATION | $548.19M | 1.58% | ||
ME MELIMERCADOLIBRE INC | $470.98M | 1.35% | ||
US USFDUS FOODS HLDG CORP | $460.33M | 1.32% | ||
DH DHRDANAHER CORP DEL | $434.68M | 1.25% | ||
SH SHWSHERWIN WILLIAMS CO | $431.25M | 1.24% | ||
RD RDDTREDDIT INC | $427.77M | 1.23% | ||
TM TMOTHERMO FISHER SCIENTIFIC INC | $409.67M | 1.18% | ||
KR KRCKILROY REALTY CORP | $393.36M | 1.13% | ||
CL CLHCLEAN HARBORS INC | $393.01M | 1.13% | ||
SG SGISOMNIGROUP INTERNATIONAL INC | $390.07M | 1.12% | ||
FL FLSFLOWSERVE CORP | $368.48M | 1.06% | ||
AP APPAPPLOVIN CORP | $344.83M | 0.99% | ||
ME METAMETA PLATFORMS INC | $319.10M | 0.92% | ||
FE FERGFERGUSON ENTERPRISES INC | $304.27M | 0.87% | ||
DI DISDISNEY WALT CO | $276.66M | 0.80% | ||
GO GOOGLALPHABET INC | $263.85M | 0.76% | ||
SP SPOTSPOTIFY TECHNOLOGY S A | $261.18M | 0.75% | ||
CV CVNACARVANA CO | $248.77M | 0.72% | ||
DA DASHDOORDASH INC | $240.57M | 0.69% | ||
IS ISRGINTUITIVE SURGICAL INC | $228.35M | 0.66% | ||
SC SCHWSCHWAB CHARLES CORP | $227.59M | 0.65% | ||
CO COFCAPITAL ONE FINL CORP | $219.37M | 0.63% | ||
LI LINELINEAGE INC | $204.85M | 0.59% | ||
ML MLMMARTIN MARIETTA MATLS INC | $199.00M | 0.57% | ||
CO COMPCOMPASS INC | $187.72M | 0.54% | ||
CP CPNGCOUPANG INC | $178.77M | 0.51% | ||
LI LINLINDE PLC | $177.24M | 0.51% | ||
TS TSLATESLA INC | $169.04M | 0.49% | ||
LS LSCCLATTICE SEMICONDUCTOR CORP | $165.82M | 0.48% | ||
SE SESEA LTD | $160.83M | 0.46% | ||
AF AFRMAFFIRM HLDGS INC | $155.64M | 0.45% | ||
AM AMZNAMAZON COM INC | $149.70M | 0.43% | ||
BL BLDRBUILDERS FIRSTSOURCE INC | $146.68M | 0.42% | ||
AP APOAPOLLO GLOBAL MGMT INC | $137.12M | 0.39% | ||
Q QQNITY ELECTRONICS INC | $136.20M | 0.39% | ||
TX TXNTEXAS INSTRS INC | $120.86M | 0.35% | ||
MP MPWRMONOLITHIC PWR SYS INC | $117.64M | 0.34% | ||
AM AMRZAMRIZE LTD | $116.59M | 0.34% | ||
U UUNITY SOFTWARE INC | $102.10M | 0.29% | ||
LF LFUSLITTELFUSE INC | $102.07M | 0.29% | ||
SH SHOPSHOPIFY INC | $94.87M | 0.27% | ||
CR CRWVCOREWEAVE INC | $62.56M | 0.18% | ||
SN SNOWSNOWFLAKE INC | $54.98M | 0.16% | ||
PU PURRHYPERLIQUID STRATEGIES INC | $49.92M | 0.14% | ||
MA MAIRMADISON AIR SOLUTIONS CORP | $48.75M | 0.14% | ||
AD ADIANALOG DEVICES INC | $40.53M | 0.12% | ||
CB CBRSCEREBRAS SYSTEMS INC | $33.15M | 0.10% | ||
GO GOOGALPHABET INC | $30.03M | 0.09% | ||
ST STXSEAGATE TECHNOLOGY HLDNGS PL | $29.06M | 0.08% | ||
QN QNTQUANTINUUM INC | $24.52M | 0.07% | ||
DP DPCDPC HOLDINGS PLC | $6.13M | 0.02% | ||
KN KNXKNIGHT-SWIFT TRANSN HLDGS IN | — | — | ||
AV AVGOBROADCOM INC | — | — | ||
NV NVDANVIDIA CORPORATION | — | — | ||
XP XPOXPO INC | — | — | ||
CL CLSCELESTICA INC | — | — | ||
TS TSMTAIWAN SEMICONDUCTOR MANUFAC | — | — | ||
LY LYVLIVE NATION ENTERTAINMENT IN | — | — | ||
T TOPBUILD COR | — | — | ||
AD ADSKAUTODESK INC | — | — | ||
AS ASMLASML HLDG NV | — | — |
Solo con fines informativos. Esto no es asesoramiento de inversión, ni una recomendación, ni está afiliado ni respaldado por ninguna persona o fondo mostrado. La actividad pasada no predice resultados futuros.