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D1 Capital Partners
Dan Sundheim founded D1 Capital Partners after serving as chief investment officer at Viking Global. D1 invests in public and private growth companies. The 13F is the public equity book of D1 Capital Partners L.P., which is concentrated, and it does not show the private portfolio.
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Portfolio value
$34.78B
Number of holdings
55
Report date
Jun 30, 2026
Filing date
Aug 14, 2026
Shares
126,042,232
Value
$21.54B
Weight
61.91%
Shares
22,564,435
Value
$1.07B
Weight
3.07%
Shares
27,545,516
Value
$721M
Weight
2.07%
Shares
44,418,543
Value
$593M
Weight
1.71%
Shares
3,751,887
Value
$548M
Weight
1.58%
Shares
277,475
Value
$471M
Weight
1.35%
Shares
4,501,964
Value
$460M
Weight
1.32%
Shares
2,282,039
Value
$435M
Weight
1.25%
Shares
1,252,471
Value
$431M
Weight
1.24%
Shares
2,464,411
Value
$428M
Weight
1.23%
Shares
817,123
Value
$410M
Weight
1.18%
Shares
10,498,120
Value
$393M
Weight
1.13%
Shares
1,315,501
Value
$393M
Weight
1.13%
Shares
4,975,364
Value
$390M
Weight
1.12%
Shares
4,968,713
Value
$368M
Weight
1.06%
Shares
669,282
Value
$345M
Weight
0.99%
Shares
566,500
Value
$319M
Weight
0.92%
Shares
1,282,038
Value
$304M
Weight
0.87%
Shares
2,874,400
Value
$277M
Weight
0.8%
Shares
738,300
Value
$264M
Weight
0.76%
Shares
568,855
Value
$261M
Weight
0.75%
Shares
3,779,517
Value
$249M
Weight
0.72%
Shares
1,303,705
Value
$241M
Weight
0.69%
Shares
574,200
Value
$228M
Weight
0.66%
Shares
2,466,590
Value
$228M
Weight
0.65%
Shares
1,093,438
Value
$219M
Weight
0.63%
Shares
4,736,312
Value
$205M
Weight
0.59%
Shares
345,060
Value
$199M
Weight
0.57%
Shares
15,224,831
Value
$188M
Weight
0.54%
Shares
10,292,141
Value
$179M
Weight
0.51%
Shares
341,538
Value
$177M
Weight
0.51%
Shares
401,900
Value
$169M
Weight
0.49%
Shares
1,084,051
Value
$166M
Weight
0.48%
Shares
1,678,332
Value
$161M
Weight
0.46%
Shares
1,908,511
Value
$156M
Weight
0.45%
Shares
628,082
Value
$150M
Weight
0.43%
Shares
1,639,222
Value
$147M
Weight
0.42%
Shares
1,159,000
Value
$137M
Weight
0.39%
Shares
833,996
Value
$136M
Weight
0.39%
Shares
405,474
Value
$121M
Weight
0.35%
Shares
85,103
Value
$118M
Weight
0.34%
Shares
2,187,487
Value
$117M
Weight
0.34%
Shares
3,572,473
Value
$102M
Weight
0.29%
Shares
224,164
Value
$102M
Weight
0.29%
Shares
830,891
Value
$94.9M
Weight
0.27%
Shares
628,446
Value
$62.6M
Weight
0.18%
Shares
216,019
Value
$55M
Weight
0.16%
Shares
6,342,600
Value
$49.9M
Weight
0.14%
Shares
1,250,000
Value
$48.8M
Weight
0.14%
Shares
102,040
Value
$40.5M
Weight
0.12%
Shares
150,000
Value
$33.1M
Weight
0.1%
Shares
85,000
Value
$30M
Weight
0.09%
Shares
30,115
Value
$29.1M
Weight
0.08%
Shares
300,000
Value
$24.5M
Weight
0.07%
Shares
125,000
Value
$6.1M
Weight
0.02%
| Name | Symbol | Shares | Value | Weight |
|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | — | 126,042,232 | $21.54B | 61.91% |
| CART | 22,564,435 | $1.07B | 3.07% | |
| JHIUF | 27,545,516 |
The filing did not confirm the value unit. Figures treat reported values as dollars.
Figures and reports come from a third-party data provider. Chartloom cannot confirm that they are complete, current, or accurate.
| $721M |
| 2.07% |
| NU | 44,418,543 | $593M | 1.71% |
| JCI | 3,751,887 | $548M | 1.58% |
| MELI | 277,475 | $471M | 1.35% |
| USFD | 4,501,964 | $460M | 1.32% |
| DHR | 2,282,039 | $435M | 1.25% |
| SHW | 1,252,471 | $431M | 1.24% |
| RDDT | 2,464,411 | $428M | 1.23% |
| TMO | 817,123 | $410M | 1.18% |
| KRC | 10,498,120 | $393M | 1.13% |
| CLH | 1,315,501 | $393M | 1.13% |
| SGI | 4,975,364 | $390M | 1.12% |
| FLS | 4,968,713 | $368M | 1.06% |
| APP | 669,282 | $345M | 0.99% |
| META | 566,500 | $319M | 0.92% |
| FERG | 1,282,038 | $304M | 0.87% |
| DIS | 2,874,400 | $277M | 0.8% |
| GOOGL | 738,300 | $264M | 0.76% |
| SPOT | 568,855 | $261M | 0.75% |
| CVNA | 3,779,517 | $249M | 0.72% |
| DASH | 1,303,705 | $241M | 0.69% |
| ISRG | 574,200 | $228M | 0.66% |
| SCHW | 2,466,590 | $228M | 0.65% |
| COF | 1,093,438 | $219M | 0.63% |
| LINE | 4,736,312 | $205M | 0.59% |
| MLM | 345,060 | $199M | 0.57% |
| COMP | 15,224,831 | $188M | 0.54% |
| CPNG | 10,292,141 | $179M | 0.51% |
| LIN | 341,538 | $177M | 0.51% |
| TSLA | 401,900 | $169M | 0.49% |
| LSCC | 1,084,051 | $166M | 0.48% |
| SE | 1,678,332 | $161M | 0.46% |
| AFRM | 1,908,511 | $156M | 0.45% |
| AMZN | 628,082 | $150M | 0.43% |
| BLDR | 1,639,222 | $147M | 0.42% |
| APO | 1,159,000 | $137M | 0.39% |
| Q | 833,996 | $136M | 0.39% |
| TXN | 405,474 | $121M | 0.35% |
| MPWR | 85,103 | $118M | 0.34% |
| AMRIZE LTD | — | 2,187,487 | $117M | 0.34% |
| U | 3,572,473 | $102M | 0.29% |
| LFUS | 224,164 | $102M | 0.29% |
| SHOP | 830,891 | $94.9M | 0.27% |
| COREWEAVE INC | — | 628,446 | $62.6M | 0.18% |
| SNOW | 216,019 | $55M | 0.16% |
| PURR | 6,342,600 | $49.9M | 0.14% |
| MAIR | 1,250,000 | $48.8M | 0.14% |
| ADI | 102,040 | $40.5M | 0.12% |
| CEREBRAS SYSTEMS INC | — | 150,000 | $33.1M | 0.1% |
| GOOG | 85,000 | $30M | 0.09% |
| STX | 30,115 | $29.1M | 0.08% |
| QNT | 300,000 | $24.5M | 0.07% |
| DPC | 125,000 | $6.1M | 0.02% |