← All Managers

Dan Sundheim (Mine & Arao)

Mine & Arao Wealth Creation & Management

Family office of the D1 Capital founder

$275.9M

Portfolio Value

78

Holdings

Q2 '26

Period

2026-07-23

Filed

📈 Recent Activity

Changes from previous quarter

QQQREDUCED
18.6% of portfolio
-3% shares+1.2pp
SPYREDUCED
15.1% of portfolio
-0% shares-0.1pp
DIAREDUCED
9.9% of portfolio
-0% shares-0.3pp
AAPLREDUCED
9.1% of portfolio
-1% shares-0.2pp
NVDAINCREASED
6.1% of portfolio
+1% shares+0.0pp
AMZNINCREASED
5.5% of portfolio
+1% shares-0.0pp
GOOGREDUCED
4.5% of portfolio
-0% shares+0.3pp
JPMINCREASED
3.1% of portfolio
+2% shares-0.0pp
SDYINCREASED
2.5% of portfolio
+6% shares-0.1pp
VINCREASED
2.0% of portfolio
+5% shares+0.1pp
DVYINCREASED
1.7% of portfolio
+1% shares-0.2pp
GOOGLREDUCED
1.5% of portfolio
-1% shares+0.1pp
IYHINCREASED
1.1% of portfolio
+2% shares-0.0pp
IJRINCREASED
1.1% of portfolio
+1% shares+0.0pp
WFCINCREASED
1.0% of portfolio
+2% shares-0.1pp
ICFINCREASED
1.0% of portfolio
+0% shares-0.1pp
VEUINCREASED
1.0% of portfolio
+0% shares-0.0pp
IJHINCREASED
0.7% of portfolio
+1% shares
OEFREDUCED
0.7% of portfolio
-0% shares
LRCXREDUCED
0.7% of portfolio
-7% shares+0.3pp
MSFTINCREASED
0.7% of portfolio
+2% shares-0.1pp
CATINCREASED
0.6% of portfolio
+0% shares+0.1pp
BRK.BREDUCED
0.6% of portfolio
-0% shares-0.1pp
WMINCREASED
0.5% of portfolio
+8% shares-0.0pp
MAINCREASED
0.5% of portfolio
+0% shares-0.1pp
MRKINCREASED
0.4% of portfolio
+0% shares-0.0pp
KOINCREASED
0.4% of portfolio
+2% shares-0.0pp
IYGINCREASED
0.4% of portfolio
+0% shares-0.0pp
MUINCREASED
0.4% of portfolio
-8% shares+0.2pp
PGREDUCED
0.4% of portfolio
-1% shares-0.1pp
METAINCREASED
0.3% of portfolio
+0% shares-0.1pp
SPYVINCREASED
0.3% of portfolio
+0% shares-0.0pp
EFAINCREASED
0.3% of portfolio
+1% shares-0.0pp
NSCINCREASED
0.3% of portfolio
+0% shares-0.0pp
NFLXREDUCED
0.3% of portfolio
-1% shares-0.2pp
ORCLREDUCED
0.3% of portfolio
-4% shares-0.1pp
OEFINCREASED
0.3% of portfolio
+0% shares
BACINCREASED
0.3% of portfolio
+0% shares
CSCOINCREASED
0.2% of portfolio
+0% shares+0.1pp
LLYINCREASED
0.2% of portfolio
+0% shares+0.0pp
ISTBINCREASED
0.2% of portfolio
+0% shares-0.0pp
JNJINCREASED
0.2% of portfolio
+0% shares-0.0pp
TIPINCREASED
0.2% of portfolio
+0% shares-0.0pp
NOBLREDUCED
0.2% of portfolio
+93% shares-0.0pp
XLPINCREASED
0.2% of portfolio
+0% shares-0.0pp
GSINCREASED
0.2% of portfolio
+0% shares
VEAINCREASED
0.2% of portfolio
+0% shares
AMDNEW
0.2% of portfolio
New position
MARINCREASED
0.1% of portfolio
+0% shares
EEMINCREASED
0.1% of portfolio
+0% shares
VZINCREASED
0.1% of portfolio
+1% shares-0.0pp
STIPINCREASED
0.1% of portfolio
+1% shares-0.0pp
COSTREDUCED
0.1% of portfolio
-3% shares-0.0pp
AMTINCREASED
0.1% of portfolio
+1% shares-0.0pp
CSXINCREASED
0.1% of portfolio
+0% shares
SBUXINCREASED
0.1% of portfolio
+0% shares
CLXINCREASED
0.1% of portfolio
+1% shares-0.0pp
BIVREDUCED
0.1% of portfolio
-0% shares-0.0pp
INTAREDUCED
0.1% of portfolio
-9% shares-0.0pp
PLTRREDUCED
0.1% of portfolio
-1% shares-0.0pp
UNPNEW
0.1% of portfolio
New position
VNQNEW
0.1% of portfolio
New position
WMTINCREASED
0.1% of portfolio
+0% shares-0.0pp
PFEINCREASED
0.1% of portfolio
+1% shares-0.0pp
BENEW
0.1% of portfolio
New position
PEPNEW
0.1% of portfolio
New position
TSOLD
was 0.1%
Sold out position
Filing price: $28.99
CRMSOLD
was 0.1%
Sold out position
Filing price: $186.74

Sold Out (2)

SOLDTAT&T INCwas 0.12%@$28.99
SOLDCRMSALESFORCE INCwas 0.09%@$186.74

📊 Sector Breakdown

Portfolio allocation by sector

Unknown 57.8%Technology 29.5%Financials 7.8%Industrials 1.5%Consumer Staples 1.1%+4 more (2.2%)

💼 Holdings

🔍

78 of 78 positions · $275.9M

This quarter: 5 new positions, increased 44, reduced 17, sold 2. Net buyer.

QQQREDUCED
18.6%
18.6% of portfolio (was 17.4%, trimmed)
Filed ~$736
—📄
SPYREDUCED
15.1%
15.1% of portfolio (was 15.3%, trimmed)
Filed ~$747
—📄
DIAREDUCED
9.9%
9.9% of portfolio (was 10.1%, trimmed)
Filed ~$522
—📄
AAPLREDUCED
9.1%
9.1% of portfolio (was 9.3%, trimmed)
Filed ~$289
—📄
NVDAINCREASED
6.1%
6.1% of portfolio (was 6.1%, added)
Filed ~$200
—📄
AMZNINCREASED
5.5%
5.5% of portfolio (was 5.6%, added)
Filed ~$238
—📄
GOOGREDUCED
4.5%
4.5% of portfolio (was 4.3%, trimmed)
Filed ~$353
—📄
JPMINCREASED
3.1%
3.1% of portfolio (was 3.1%, added)
Filed ~$327
—📄
SDYINCREASED
2.5%
2.5% of portfolio (was 2.6%, added)
Filed ~$152
—📄
VINCREASED
2.0%
2.0% of portfolio (was 1.9%, added)
Filed ~$343
—📄
DVYINCREASED
1.7%
1.7% of portfolio (was 1.8%, added)
Filed ~$156
—📄
GOOGLREDUCED
1.5%
1.5% of portfolio (was 1.4%, trimmed)
Filed ~$357
—📄
IYHINCREASED
1.1%
1.1% of portfolio (was 1.1%, added)
Filed ~$67
—📄
IJRINCREASED
1.1%
1.1% of portfolio (was 1.0%, added)
Filed ~$148
—📄
WFCINCREASED
1.0%
1.0% of portfolio (was 1.1%, added)
Filed ~$83
—📄
ICFINCREASED
1.0%
1.0% of portfolio (was 1.0%, added)
Filed ~$68
—📄
VEUINCREASED
1.0%
1.0% of portfolio (was 1.0%, added)
Filed ~$84
—📄
IJHINCREASED
0.7%
0.7% of portfolio (was 0.7%, added)
Filed ~$77
—📄
OEFREDUCED
0.7%
0.7% of portfolio (was 0.7%, trimmed)
Filed ~$182
—📄
LRCXREDUCED
0.7%
0.7% of portfolio (was 0.4%, trimmed)
Filed ~$433
—📄
MSFTINCREASED
0.7%
0.7% of portfolio (was 0.7%, added)
Filed ~$373
—📄
CATINCREASED
0.6%
0.6% of portfolio (was 0.5%, added)
Filed ~$1065
—📄
BRK.BREDUCED
0.6%
0.6% of portfolio (was 0.7%, trimmed)
Filed ~$500
—📄
WMINCREASED
0.5%
0.5% of portfolio (was 0.5%, added)
Filed ~$223
—📄
MAINCREASED
0.5%
0.5% of portfolio (was 0.5%, added)
Filed ~$514
—📄
1–25 of 78

🚫 Sold Out (2 positions)

SOLDTAT&T INCwas 0.12%@$28.999542 shares · $277K
SOLDCRMSALESFORCE INCwas 0.09%@$186.741144 shares · $214K