D1 Capital Partners (Dan Sundheim)
Famous investorsFiles as D1 Capital Partners L.P. (SEC CIK 1747057). Portfolio from its latest quarterly 13F-HR filing.
- $34.78B
- Tracked value
- 55
- Positions
- Q2 2026
- Portfolio as of
- Aug 14, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | SPCXSPACE EXPLORATION TECHNOLOGIES CORP | 61.9% | NEW | 126,042,232 | $21.54B |
| 2 | CARTMaplebear Inc. | 3.1% | ▲ 0.0% | 22,564,435 | $1.07B |
| 3 | JHXJames Hardie Industries plc | 2.1% | ▼ 2.7% | 27,545,516 | $721.14M |
| 4 | NUNu Holdings Ltd. | 1.7% | ▲ 71.6% | 44,418,543 | $593.43M |
| 5 | JCIJohnson Controls International plc | 1.6% | ▲ 207% | 3,751,887 | $548.19M |
| 6 | MELIMERCADOLIBRE INC | 1.4% | ▼ 25.7% | 277,475 | $470.98M |
| 7 | USFDUS Foods Holding Corp. | 1.3% | ▲ 5.1% | 4,501,964 | $460.33M |
| 8 | DHRDANAHER CORP /DE/ | 1.2% | ▼ 1.0% | 2,282,039 | $434.68M |
| 9 | SHWSHERWIN WILLIAMS CO | 1.2% | ▲ 164% | 1,252,471 | $431.25M |
| 10 | RDDTReddit, Inc. | 1.2% | ▲ 0.2% | 2,464,411 | $427.77M |
| 11 | TMOTHERMO FISHER SCIENTIFIC INC. | 1.2% | ▲ 12.7% | 817,123 | $409.67M |
| 12 | KRCKILROY REALTY CORP | 1.1% | ▼ 6.9% | 10,498,120 | $393.36M |
| 13 | CLHCLEAN HARBORS INC | 1.1% | ▼ 1.7% | 1,315,501 | $393.01M |
| 14 | SGISOMNIGROUP INTERNATIONAL INC. | 1.1% | ▲ 6.1% | 4,975,364 | $390.07M |
| 15 | FLSFLOWSERVE CORP | 1.1% | ▼ 15.4% | 4,968,713 | $368.48M |
| 16 | APPAppLovin Corp | 1.0% | unch. | 669,282 | $344.83M |
| 17 | METAMeta Platforms, Inc. | 0.9% | NEW | 566,500 | $319.1M |
| 18 | FERGFerguson Enterprises Inc. /DE/ | 0.9% | ▲ 267% | 1,282,038 | $304.27M |
| 19 | DISWalt Disney Co | 0.8% | ▲ 22.1% | 2,874,400 | $276.66M |
| 20 | GOOGLAlphabet Inc. | 0.8% | ▲ 57.5% | 738,300 | $263.85M |
| 21 | SPOTSpotify Technology S.A. | 0.8% | ▲ 67.1% | 568,855 | $261.18M |
| 22 | CVNACARVANA CO. | 0.7% | ▲ 13.1% | 3,779,517 | $248.77M |
| 23 | DASHDoorDash, Inc. | 0.7% | ▼ 9.3% | 1,303,705 | $240.57M |
| 24 | ISRGINTUITIVE SURGICAL INC | 0.7% | NEW | 574,200 | $228.35M |
| 25 | SCHWSCHWAB CHARLES CORP | 0.7% | ▲ 4.6% | 2,466,590 | $227.59M |
| 26 | COFCAPITAL ONE FINANCIAL CORP | 0.6% | ▼ 2.1% | 1,093,438 | $219.37M |
| 27 | LINELineage, Inc. | 0.6% | ▼ 36.0% | 4,736,312 | $204.85M |
| 28 | MLMMARTIN MARIETTA MATERIALS INC | 0.6% | ▲ 6.9% | 345,060 | $199M |
| 29 | COMPCompass, Inc. | 0.5% | NEW | 15,224,831 | $187.72M |
| 30 | CPNGCoupang, Inc. | 0.5% | ▼ 11.4% | 10,292,141 | $178.77M |
| 31 | LINLINDE PLC | 0.5% | NEW | 341,538 | $177.24M |
| 32 | TSLATesla, Inc. | 0.5% | NEW | 401,900 | $169.04M |
| 33 | LSCCLATTICE SEMICONDUCTOR CORP | 0.5% | NEW | 1,084,051 | $165.82M |
| 34 | SESea Ltd | 0.5% | ▼ 58.6% | 1,678,332 | $160.83M |
| 35 | AFRMAffirm Holdings, Inc. | 0.4% | ▼ 1.5% | 1,908,511 | $155.64M |
| 36 | AMZNAMAZON COM INC | 0.4% | ▼ 65.3% | 628,082 | $149.7M |
| 37 | BLDRBuilders FirstSource, Inc. | 0.4% | NEW | 1,639,222 | $146.68M |
| 38 | APOApollo Global Management, Inc. | 0.4% | unch. | 1,159,000 | $137.12M |
| 39 | QQnity Electronics, Inc. | 0.4% | NEW | 833,996 | $136.2M |
| 40 | TXNTEXAS INSTRUMENTS INC | 0.3% | ▼ 76.9% | 405,474 | $120.86M |
| 41 | MPWRMONOLITHIC POWER SYSTEMS, INC. | 0.3% | NEW | 85,103 | $117.64M |
| 42 | AMRZAmrize Ltd | 0.3% | NEW | 2,187,487 | $116.59M |
| 43 | UUnity Software Inc. | 0.3% | ▲ 9.6% | 3,572,473 | $102.1M |
| 44 | LFUSLITTELFUSE INC /DE | 0.3% | NEW | 224,164 | $102.07M |
| 45 | SHOPSHOPIFY INC. | 0.3% | NEW | 830,891 | $94.87M |
| 46 | CRWVCoreWeave, Inc. | 0.2% | NEW | 628,446 | $62.56M |
| 47 | SNOWSnowflake Inc. | 0.2% | NEW | 216,019 | $54.98M |
| 48 | PURRHyperliquid Strategies Inc | 0.1% | ▼ 20.7% | 6,342,600 | $49.92M |
| 49 | MAIRMadison Air Solutions Corp | 0.1% | NEW | 1,250,000 | $48.75M |
| 50 | ADIANALOG DEVICES INC | 0.1% | ▼ 65.1% | 102,040 | $40.53M |
| 51 | CBRSCerebras Systems Inc. | 0.1% | NEW | 150,000 | $33.15M |
| 52 | GOOGAlphabet Inc. | 0.1% | NEW | 85,000 | $30.03M |
| 53 | STXSeagate Technology Holdings plc | 0.1% | NEW | 30,115 | $29.06M |
| 54 | QNTQuantinuum Inc. | 0.1% | NEW | 300,000 | $24.52M |
| 55 | DPCDPC Holdings PLC | 0.0% | NEW | 125,000 | $6.13M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.