What Dan Sundheim Bought in Q2 2026
D1 Capital Partners · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$34.78B
Total Value
55
Holdings
21
New Buys
17
Reduced
In Q2 2026, Dan Sundheim reported 55 long equity positions worth $34.78B in their D1 Capital Partners 13F filing, including 21 new positions (largest: SPACE EXPLORATION TECHN CORP at $21.54B) and 15 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | 126042232 | $21.54B | 61.91% | NEW |
| 2 | CART | MAPLEBEAR INC | 22564435 | $1.07B | 3.07% | +0.0% |
| 3 | JHIUF | JAMES HARDIE INDS PLC | 27545516 | $721.1M | 2.07% | -2.7% |
| 4 | NU | NU HLDGS LTD | 44418543 | $593.4M | 1.71% | +71.6% |
| 5 | JCI | JOHNSON CONTROLS INTERNATION | 3751887 | $548.2M | 1.58% | +206.5% |
| 6 | MELI | MERCADOLIBRE INC | 277475 | $471.0M | 1.35% | -25.7% |
| 7 | USFD | US FOODS HLDG CORP | 4501964 | $460.3M | 1.32% | +5.1% |
| 8 | DHR | DANAHER CORP DEL | 2282039 | $434.7M | 1.25% | -1.0% |
| 9 | SHW | SHERWIN WILLIAMS CO | 1252471 | $431.3M | 1.24% | 164.4% |
| 10 | RDDT | REDDIT INC | 2464411 | $427.8M | 1.23% | +0.2% |
| 11 | TMO | THERMO FISHER SCIENTIFIC INC | 817123 | $409.7M | 1.18% | +12.7% |
| 12 | KRC | KILROY REALTY CORP | 10498120 | $393.4M | 1.13% | -6.9% |
| 13 | CLH | CLEAN HARBORS INC | 1315501 | $393.0M | 1.13% | -1.7% |
| 14 | SGI | SOMNIGROUP INTERNATIONAL INC | 4975364 | $390.1M | 1.12% | +6.1% |
| 15 | FLS | FLOWSERVE CORP | 4968713 | $368.5M | 1.06% | -15.4% |
| 16 | APP | APPLOVIN CORP | 669282 | $344.8M | 0.99% | — |
| 17 | META | META PLATFORMS INC | 566500 | $319.1M | 0.92% | NEW |
| 18 | FERG | FERGUSON ENTERPRISES INC | 1282038 | $304.3M | 0.87% | 267.0% |
| 19 | DIS | DISNEY WALT CO | 2874400 | $276.7M | 0.80% | +22.1% |
| 20 | GOOGL | ALPHABET INC | 738300 | $263.8M | 0.76% | +57.5% |
| 21 | SPOT | SPOTIFY TECHNOLOGY S A | 568855 | $261.2M | 0.75% | +67.1% |
| 22 | CVNA | CARVANA CO | 3779517 | $248.8M | 0.72% | 465.4% |
| 23 | DASH | DOORDASH INC | 1303705 | $240.6M | 0.69% | -9.3% |
| 24 | ISRG | Intuitive Surgical | 574200 | $228.3M | 0.66% | NEW |
| 25 | SCHW | SCHWAB CHARLES CORP | 2466590 | $227.6M | 0.65% | +4.6% |
| 26 | COF | Capital One Financial | 1093438 | $219.4M | 0.63% | -2.1% |
| 27 | LINE | LINEAGE INC | 4736312 | $204.8M | 0.59% | -36.0% |
| 28 | MLM | MARTIN MARIETTA MATLS INC | 345060 | $199.0M | 0.57% | +6.9% |
| 29 | COMP | COMPASS INC | 15224831 | $187.7M | 0.54% | NEW |
| 30 | CPNG | COUPANG INC | 10292141 | $178.8M | 0.51% | -11.4% |
| 31 | LIN | LINDE PLC | 341538 | $177.2M | 0.51% | NEW |
| 32 | TSLA | TESLA INC | 401900 | $169.0M | 0.49% | NEW |
| 33 | LSCC | LATTICE SEMICONDUCTOR CORP | 1084051 | $165.8M | 0.48% | NEW |
| 34 | SE | SEA LTD | 1678332 | $160.8M | 0.46% | -58.6% |
| 35 | AFRM | AFFIRM HLDGS INC | 1908511 | $155.6M | 0.45% | -1.5% |
| 36 | AMZN | AMAZON COM INC | 628082 | $149.7M | 0.43% | +-65.3% |
| 37 | BLDR | BUILDERS FIRSTSOURCE INC | 1639222 | $146.7M | 0.42% | NEW |
| 38 | APO | APOLLO GLOBAL MGMT INC | 1159000 | $137.1M | 0.39% | — |
| 39 | Q | QNITY ELECTRONICS INC | 833996 | $136.2M | 0.39% | NEW |
| 40 | TXN | TEXAS INSTRS INC | 405474 | $120.9M | 0.35% | +-76.9% |
| 41 | MPWR | MONOLITHIC PWR SYS INC | 85103 | $117.6M | 0.34% | NEW |
| 42 | AMRZ | AMRIZE LTD | 2187487 | $116.6M | 0.34% | NEW |
| 43 | U | UNITY SOFTWARE INC | 3572473 | $102.1M | 0.29% | +9.6% |
| 44 | LFUS | LITTELFUSE INC | 224164 | $102.1M | 0.29% | NEW |
| 45 | SHOP | SHOPIFY INC | 830891 | $94.9M | 0.27% | NEW |
| 46 | CRWV | COREWEAVE INC | 628446 | $62.6M | 0.18% | NEW |
| 47 | SNOW | SNOWFLAKE INC | 216019 | $55.0M | 0.16% | NEW |
| 48 | PURR | HYPERLIQUID STRATEGIES INC | 6342600 | $49.9M | 0.14% | -20.7% |
| 49 | MAIR | MADISON AIR SOLUTIONS CORP | 1250000 | $48.8M | 0.14% | NEW |
| 50 | ADI | ANALOG DEVICES INC | 102040 | $40.5M | 0.12% | -65.1% |
| 51 | CBRS | CEREBRAS SYSTEMS INC | 150000 | $33.1M | 0.10% | NEW |
| 52 | GOOG | ALPHABET INC | 85000 | $30.0M | 0.09% | NEW |
| 53 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 30115 | $29.1M | 0.08% | NEW |
| 54 | QNT | QUANTINUUM INC | 300000 | $24.5M | 0.07% | NEW |
| 55 | DPC | DPC HOLDINGS PLC | 125000 | $6.1M | 0.02% | NEW |