# Dan Sundheim — D1 Capital Partners

Source: SEC EDGAR 13F filings (CIK 0001747057).
Page URL: https://superinvestorclub.com/manager/303
Last updated: 2026-07-07T18:06:27.328Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Dan Sundheim reported 44 long equity positions in their D1 Capital Partners 13F filing, with a total reported value of $11.23B.

### About

Tiger Cub, concentrated public/private

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | CART | MAPLEBEAR INC | 22558255 | $845.0M | 7.52% | — |
| 2 | MELI | MERCADOLIBRE INC | 373675 | $646.1M | 5.75% | +66.5% |
| 3 | JHIUF | JAMES HARDIE INDS PLC | 28300283 | $536.0M | 4.77% | +16.0% |
| 4 | DHR | DANAHER CORP DEL | 2304148 | $436.9M | 3.89% | 311.7% |
| 5 | FLS | FLOWSERVE CORP | 5874441 | $431.8M | 3.84% | -23.3% |
| 6 | USFD | US FOODS HLDG CORP | 4283474 | $395.0M | 3.52% | — |
| 7 | CLH | CLEAN HARBORS INC | 1338281 | $383.7M | 3.42% | -51.9% |
| 8 | AMZN | AMAZON COM INC | 1807523 | $376.5M | 3.35% | +34.8% |
| 9 | NU | NU HLDGS LTD | 25890701 | $372.0M | 3.31% | NEW |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | 725005 | $356.4M | 3.17% | NEW |
| 11 | SGI | SOMNIGROUP INTERNATIONAL INC | 4688423 | $346.6M | 3.09% | NEW |
| 12 | TXN | TEXAS INSTRS INC | 1753001 | $340.3M | 3.03% | 260.8% |
| 13 | SE | SEA LTD | 4052133 | $335.6M | 2.99% | +16.3% |
| 14 | RDDT | REDDIT INC | 2459151 | $331.1M | 2.95% | +16.1% |
| 15 | KRC | KILROY REALTY CORP | 11275077 | $318.1M | 2.83% | +8.4% |
| 16 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 5491563 | $316.2M | 2.82% | -28.9% |
| 17 | AVGO | BROADCOM INC | 981495 | $303.8M | 2.70% | +173.7% |
| 18 | NVDA | NVIDIA CORPORATION | 1568793 | $273.6M | 2.44% | +36.5% |
| 19 | APP | APPLOVIN CORP | 669282 | $266.4M | 2.37% | — |
| 20 | XPO | XPO INC | 1287630 | $250.5M | 2.23% | -36.7% |
| 21 | LINE | LINEAGE INC | 7402229 | $242.5M | 2.16% | — |
| 22 | DIS | DISNEY WALT CO | 2355100 | $227.0M | 2.02% | +6.3% |
| 23 | SCHW | SCHWAB CHARLES CORP | 2357390 | $221.5M | 1.97% | -25.3% |
| 24 | CPNG | COUPANG INC | 11611741 | $219.2M | 1.95% | NEW |
| 25 | DASH | DOORDASH INC | 1437500 | $215.8M | 1.92% | NEW |

## New positions this quarter (16)

- NU (NU HLDGS LTD): 25890701 shares, $372.0M
- TMO (THERMO FISHER SCIENTIFIC INC): 725005 shares, $356.4M
- SGI (SOMNIGROUP INTERNATIONAL INC): 4688423 shares, $346.6M
- CPNG (COUPANG INC): 11611741 shares, $219.2M
- DASH (DOORDASH INC): 1437500 shares, $215.8M
- CVNA (CARVANA CO): 668432 shares, $210.1M
- MLM (MARTIN MARIETTA MATLS INC): 322857 shares, $190.1M
- CLS (CELESTICA INC): 541556 shares, $152.5M
- GOOGL (ALPHABET INC): 468900 shares, $134.8M
- TSM (TAIWAN SEMICONDUCTOR MANUFAC): 328600 shares, $111.1M
- LYV (LIVE NATION ENTERTAINMENT IN): 674317 shares, $102.8M
- ADI (ANALOG DEVICES INC): 292444 shares, $93.0M
- FERG (FERGUSON ENTERPRISES INC): 349347 shares, $81.5M
- BLD (TOPBUILD COR): 213433 shares, $75.0M
- U (UNITY SOFTWARE INC): 3259983 shares, $71.5M
- ASMLF (ASML HLDG NV): 6800 shares, $9.0M

## Increased positions (9)

- MELI: 373675 shares (+66.5%), $646.1M
- JHIUF: 28300283 shares (+16.0%), $536.0M
- AMZN: 1807523 shares (+34.8%), $376.5M
- SE: 4052133 shares (+16.3%), $335.6M
- RDDT: 2459151 shares (+16.1%), $331.1M
- KRC: 11275077 shares (+8.4%), $318.1M
- AVGO: 981495 shares (+173.7%), $303.8M
- NVDA: 1568793 shares (+36.5%), $273.6M
- DIS: 2355100 shares (+6.3%), $227.0M

## Reduced positions (13)

- DHR: 2304148 shares (311.7%), $436.9M
- FLS: 5874441 shares (-23.3%), $431.8M
- CLH: 1338281 shares (-51.9%), $383.7M
- TXN: 1753001 shares (260.8%), $340.3M
- KNX: 5491563 shares (-28.9%), $316.2M
- XPO: 1287630 shares (-36.7%), $250.5M
- SCHW: 2357390 shares (-25.3%), $221.5M
- COF: 1116738 shares (34.8%), $203.7M
- SPOT: 340494 shares (-14.0%), $165.1M
- JCI: 1224055 shares (-9.6%), $160.3M
- SHW: 473753 shares (-50.8%), $151.9M
- AFRM: 1936900 shares (136.2%), $88.7M
- ADSK: 308907 shares (-32.2%), $74.0M

## Sold positions (14)

- META: previously held 376162 shares worth $248.3M
- ENTG: previously held 2493416 shares worth $210.1M
- LIN: previously held 483808 shares worth $206.3M
- SATS: previously held 1855800 shares worth $201.7M
- SNPS: previously held 378350 shares worth $177.7M
- GEHC: previously held 1763284 shares worth $144.6M
- CNM: previously held 2647789 shares worth $137.6M
- ANET: previously held 962429 shares worth $126.1M
- APG: previously held 2204600 shares worth $84.3M
- Q: previously held 937135 shares worth $76.5M
- BAC: previously held 1245247 shares worth $68.5M
- NI: previously held 1214570 shares worth $50.7M
- AEP: previously held 344100 shares worth $39.7M
- MDLN: previously held 377131 shares worth $15.8M

## Filing history (5)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-17)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)

## Citation

When citing, use: "Dan Sundheim, D1 Capital Partners, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/303)".