Dan Sundheim
D1 Capital Partners
Founder of D1 Capital Partners, a hedge fund investing across public and private markets.
Based on the 13F filing for 2026-Q1
💼 Holdings
| Company | Value | % of Portfolio | |
|---|---|---|---|
MAPLEBEAR INC CART | $1.01T | 7.5% | Analysis → |
CLEAN HARBORS INC CLH | $652.30B | 4.9% | Analysis → |
FLOWSERVE CORP FLS | $531.28B | 4.0% | Analysis → |
JAMES HARDIE INDS PLC | $506.36B | 3.8% | |
REDDIT INC RDDT | $487.00B | 3.6% | Analysis → |
MERCADOLIBRE INC MELI | $452.16B | 3.4% | Analysis → |
APPLOVIN CORP APP | $450.98B | 3.4% | Analysis → |
SEA LTD SE | $444.59B | 3.3% | Analysis → |
KNIGHT-SWIFT TRANSN HLDGS IN | $403.51B | 3.0% | |
KILROY RLTY CORP | $388.66B | 2.9% | |
NU HLDGS LTD | $372.05B | 2.8% | |
THERMO FISHER SCIENTIFIC INC TMO | $356.36B | 2.7% | Analysis → |
SOMNIGROUP INTERNATIONAL INC SGI | $346.57B | 2.6% | Analysis → |
US FOODS HLDG CORP | $322.63B | 2.4% | |
SCHWAB CHARLES CORP SCHW | $315.20B | 2.3% | Analysis → |
SHERWIN WILLIAMS CO SHW | $311.76B | 2.3% | Analysis → |
AMAZON COM INC AMZN | $309.42B | 2.3% | Analysis → |
XPO INC XPO | $276.58B | 2.1% | Analysis → |
LINEAGE INC LINE | $259.08B | 1.9% | Analysis → |
DISNEY WALT CO | $252.00B | 1.9% | |
META PLATFORMS INC META | $248.30B | 1.8% | Analysis → |
SPOTIFY TECHNOLOGY S A | $229.90B | 1.7% | |
COUPANG INC CPNG | $219.23B | 1.6% | Analysis → |
DOORDASH INC DASH | $215.84B | 1.6% | Analysis → |
NVIDIA CORPORATION NVDA | $214.42B | 1.6% | Analysis → |
CARVANA CO CVNA | $210.14B | 1.6% | Analysis → |
ENTEGRIS INC ENTG | $210.07B | 1.6% | Analysis → |
LINDE PLC LIN | $206.29B | 1.5% | Analysis → |
ECHOSTAR CORP ECHO | $201.73B | 1.5% | Analysis → |
CAPITAL ONE FINL CORP | $200.72B | 1.5% | |
MARTIN MARIETTA MATLS INC | $190.06B | 1.4% | |
SYNOPSYS INC SNPS | $177.72B | 1.3% | Analysis → |
APOLLO GLOBAL MGMT INC | $167.78B | 1.2% | |
JOHNSON CTLS INTL PLC | $162.20B | 1.2% | |
CELESTICA INC CLS | $152.55B | 1.1% | Analysis → |
GE HEALTHCARE TECHNOLOGIES I | $144.62B | 1.1% | |
CORE & MAIN INC CNM | $137.61B | 1.0% | Analysis → |
AUTODESK INC ADSK | $134.88B | 1.0% | Analysis → |
ALPHABET INC GOOGL | $134.84B | 1.0% | Analysis → |
DANAHER CORPORATION | $128.13B | 1.0% | |
ARISTA NETWORKS INC ANET | $126.11B | 0.9% | Analysis → |
BROADCOM INC AVGO | $124.09B | 0.9% | Analysis → |
TAIWAN SEMICONDUCTOR MANUFAC | $111.05B | 0.8% | |
LIVE NATION ENTERTAINMENT IN | $102.84B | 0.8% | |
ANALOG DEVICES INC ADI | $93.04B | 0.7% | Analysis → |
API GROUP CORP APG | $84.35B | 0.6% | Analysis → |
TEXAS INSTRS INC | $84.28B | 0.6% | |
FERGUSON ENTERPRISES INC | $81.49B | 0.6% | |
QNITY ELECTRONICS INC Q | $76.52B | 0.6% | Analysis → |
TOPBUILD COR | $74.98B | 0.6% | |
UNITY SOFTWARE INC U | $71.52B | 0.5% | Analysis → |
BANK AMERICA CORP | $68.49B | 0.5% | |
AFFIRM HLDGS INC | $61.03B | 0.5% | |
NISOURCE INC NI | $50.72B | 0.4% | Analysis → |
AMERICAN ELEC PWR CO INC | $39.68B | 0.3% | |
HYPERLIQUID STRATEGIES INC PURR | $28.48B | 0.2% | Analysis → |
MEDLINE INC MDLN | $15.84B | 0.1% | Analysis → |
ASML HLDG NV | $8.98B | 0.1% |
This data comes from the most recent official Form 13F filing submitted to the SEC. Some holdings may not be automatically matched to a ticker (for example, foreign securities or private funds), so a link to the analysis won't always appear. This information should not be considered investment advice.