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Dan Sundheim
Quarterly, as of Jun 30, 2026
Total value reported in each quarterly 13F filing. Includes option notional, so it reflects scale and inflows, not return.
Weights are of disclosed long equity positions only. Q/Q compares share counts against the prior quarter.
| Value | Weight | |||
|---|---|---|---|---|
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 | — | — |
For informational purposes only. This is not investment advice, not a recommendation, and not affiliated with or endorsed by any person or fund shown. Past activity does not predict future results.
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.
From the fund's quarterly SEC 13F: long U.S. equity and options positions at quarter-end, published up to 45 days later. Excludes short sales, cash, and non-U.S. holdings.