What Dan Sundheim Bought in Q1 2025
D1 Capital Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$6.53B
Total Value
41
Holdings
0
New Buys
0
Reduced
In Q1 2025, Dan Sundheim reported 41 long equity positions worth $6.53B in their D1 Capital Partners 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CART | MAPLEBEAR INC | 22551414 | $899.6M | 13.78% | — |
| 2 | ENTG | ENTEGRIS INC | 4224574 | $369.6M | 5.66% | — |
| 3 | SCHW | SCHWAB CHARLES CORP | 4355608 | $341.0M | 5.22% | — |
| 4 | XPO | XPO INC | 3052186 | $328.4M | 5.03% | — |
| 5 | BAC | BANK AMERICA CORP | 7299000 | $304.6M | 4.67% | — |
| 6 | AKX | ANSYS INC | 864345 | $273.6M | 4.19% | — |
| 7 | ELV | ELEVANCE HEALTH INC | 578411 | $251.6M | 3.85% | — |
| 8 | CNM | CORE & MAIN INC | 4945680 | $238.9M | 3.66% | — |
| 9 | PM | PHILIP MORRIS INTL INC | 1505033 | $238.9M | 3.66% | — |
| 10 | RCL | ROYAL CARIBBEAN GROUP | 1114713 | $229.0M | 3.51% | — |
| 11 | APP | APPLOVIN CORP | 790000 | $209.3M | 3.21% | — |
| 12 | ALK | ALASKA AIR GROUP INC | 4130000 | $203.3M | 3.11% | — |
| 13 | RDDT | REDDIT INC | 1788000 | $187.6M | 2.87% | — |
| 14 | PRMB | PRIMO BRANDS CORPORATION | 5224266 | $185.4M | 2.84% | — |
| 15 | AMZN | AMAZON COM INC | 951234 | $181.0M | 2.77% | — |
| 16 | APO | APOLLO GLOBAL MGMT INC | 1276209 | $174.8M | 2.68% | — |
| 17 | CP | CANADIAN PACIFIC KANSAS CITY | 2327000 | $163.4M | 2.50% | — |
| 18 | BDX | BECTON DICKINSON & CO | 672000 | $153.9M | 2.36% | — |
| 19 | COF | Capital One Financial | 811000 | $145.4M | 2.23% | — |
| 20 | LINE | LINEAGE INC | 2457061 | $144.1M | 2.21% | — |
| 21 | SNPS | SYNOPSYS INC | 334700 | $143.5M | 2.20% | — |
| 22 | CRL | CHARLES RIV LABS INTL INC | 777489 | $117.0M | 1.79% | — |
| 23 | CRS | CARPENTER TECHNOLOGY CORP | 616644 | $111.7M | 1.71% | — |
| 24 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 1249584 | $100.9M | 1.55% | — |
| 25 | NU | NU HLDGS LTD | 9803000 | $100.4M | 1.54% | — |
| 26 | USFD | US FOODS HLDG CORP | 1322000 | $86.5M | 1.33% | — |
| 27 | SGI | SOMNIGROUP INTERNATIONAL INC | 1336567 | $80.0M | 1.23% | — |
| 28 | CVNA | CARVANA CO | 370000 | $77.4M | 1.19% | — |
| 29 | TOL | TOLL BROTHERS INC | 690000 | $72.9M | 1.12% | — |
| 30 | BBWI | BATH & BODY WORKS INC | 2200000 | $66.7M | 1.02% | — |
| 31 | KRC | KILROY RLTY CORP | 1887000 | $61.8M | 0.95% | — |
| 32 | LEN | LENNAR CORP | 468433 | $53.8M | 0.82% | — |
| 33 | CDNS | CADENCE DESIGN SYSTEM INC | 198000 | $50.4M | 0.77% | — |
| 34 | CLH | CLEAN HARBORS INC | 193022 | $38.0M | 0.58% | — |
| 35 | AFRM | AFFIRM HLDGS INC | 820000 | $37.1M | 0.57% | — |
| 36 | INTC | INTEL CORP | 1443000 | $32.8M | 0.50% | — |
| 37 | AMAT | APPLIED MATLS INC | 205000 | $29.7M | 0.46% | — |
| 38 | LRCX | LAM RESEARCH CORP | 403000 | $29.3M | 0.45% | — |
| 39 | QSR | RESTAURANT BRANDS INTL INC | 92833 | $6.2M | 0.09% | — |
| 40 | WRBY | WARBY PARKER INC | 257306 | $4.7M | 0.07% | — |
| 41 | LXEO | LEXEO THERAPEUTICS INC | 978652 | $3.4M | 0.05% | — |