Dan Sundheim — Recent Buys
D1 Capital Partners · New and increased positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Dan Sundheim opened 21 new positions and increased 15 existing holdings in the Q2 '26 filing — a combined buy footprint of $29.28B. Largest new position: SPACE EXPLORATION TECHN CORP at $21.54B.
New positions (21)
| Ticker | Company | Shares | Value | % Portfolio |
|---|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHN CORP | 126042232 | $21.54B | 61.91% |
| META | META PLATFORMS INC | 566500 | $319.1M | 0.92% |
| ISRG | Intuitive Surgical | 574200 | $228.3M | 0.66% |
| COMP | COMPASS INC | 15224831 | $187.7M | 0.54% |
| LIN | LINDE PLC | 341538 | $177.2M | 0.51% |
| TSLA | TESLA INC | 401900 | $169.0M | 0.49% |
| LSCC | LATTICE SEMICONDUCTOR CORP | 1084051 | $165.8M | 0.48% |
| BLDR | BUILDERS FIRSTSOURCE INC | 1639222 | $146.7M | 0.42% |
| Q | QNITY ELECTRONICS INC | 833996 | $136.2M | 0.39% |
| MPWR | MONOLITHIC PWR SYS INC | 85103 | $117.6M | 0.34% |
| AMRZ | AMRIZE LTD | 2187487 | $116.6M | 0.34% |
| LFUS | LITTELFUSE INC | 224164 | $102.1M | 0.29% |
| SHOP | SHOPIFY INC | 830891 | $94.9M | 0.27% |
| CRWV | COREWEAVE INC | 628446 | $62.6M | 0.18% |
| SNOW | SNOWFLAKE INC | 216019 | $55.0M | 0.16% |
| MAIR | MADISON AIR SOLUTIONS CORP | 1250000 | $48.8M | 0.14% |
| CBRS | CEREBRAS SYSTEMS INC | 150000 | $33.1M | 0.10% |
| GOOG | ALPHABET INC | 85000 | $30.0M | 0.09% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 30115 | $29.1M | 0.08% |
| QNT | QUANTINUUM INC | 300000 | $24.5M | 0.07% |
| DPC | DPC HOLDINGS PLC | 125000 | $6.1M | 0.02% |
Increased positions (15)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| CART | MAPLEBEAR INC | 22564435 | $1.07B | 3.07% | +0.0% |
| NU | NU HLDGS LTD | 44418543 | $593.4M | 1.71% | +71.6% |
| JCI | JOHNSON CONTROLS INTERNATION | 3751887 | $548.2M | 1.58% | +206.5% |
| USFD | US FOODS HLDG CORP | 4501964 | $460.3M | 1.32% | +5.1% |
| RDDT | REDDIT INC | 2464411 | $427.8M | 1.23% | +0.2% |
| TMO | THERMO FISHER SCIENTIFIC INC | 817123 | $409.7M | 1.18% | +12.7% |
| SGI | SOMNIGROUP INTERNATIONAL INC | 4975364 | $390.1M | 1.12% | +6.1% |
| DIS | DISNEY WALT CO | 2874400 | $276.7M | 0.80% | +22.1% |
| GOOGL | ALPHABET INC | 738300 | $263.8M | 0.76% | +57.5% |
| SPOT | SPOTIFY TECHNOLOGY S A | 568855 | $261.2M | 0.75% | +67.1% |
| SCHW | SCHWAB CHARLES CORP | 2466590 | $227.6M | 0.65% | +4.6% |
| MLM | MARTIN MARIETTA MATLS INC | 345060 | $199.0M | 0.57% | +6.9% |
| AMZN | AMAZON COM INC | 628082 | $149.7M | 0.43% | +-65.3% |
| TXN | TEXAS INSTRS INC | 405474 | $120.9M | 0.35% | +-76.9% |
| U | UNITY SOFTWARE INC | 3572473 | $102.1M | 0.29% | +9.6% |