D1 Capital Partners L.P. — 13F holdings

D1 Capital Partners L.P. reported 55 holdings worth $34.8B in its 13F filing for Q2 2026, filed August 14, 2026.

Dan Sundheim's portfolio: holdings, buys and sells

Largest positions

1. SPCX SPACE EXPLORATION TECHN CORP — $21.5B (61.9%)
2. CART MAPLEBEAR INC — $1.07B (3.1%)
3. JHX JAMES HARDIE INDS PLC — $721M (2.1%)
4. NU NU HLDGS LTD — $593M (1.7%)
5. JCI JOHNSON CTLS INTL PLC — $548M (1.6%)
6. MELI Mercadolibre Inc — $471M (1.4%)
7. USFD US FOODS HLDG CORP — $460M (1.3%)
8. DHR DANAHER CORPORATION — $435M (1.2%)
9. SHW SHERWIN WILLIAMS CO — $431M (1.2%)
10. RDDT REDDIT INC — $428M (1.2%)