Dan Sundheim's portfolio — D1 Capital Partners

Invests in public and private companies, with a concentrated stock portfolio.

D1 Capital Partners's 13F filing for Q2 2026 lists 55 stocks worth $34.8B, led by SPCX, CART, JHX. That quarter it opened 21 new positions, added to 14, reduced 15 and sold out of 10.

Top holdings, Q2 2026

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

What stocks does Dan Sundheim own?

Dan Sundheim's largest holdings at D1 Capital Partners as of Q2 2026 are SPCX (61.9%), CART (3.1%), JHX (2.1%), NU (1.7%), JCI (1.6%).

How much is Dan Sundheim's portfolio worth?

D1 Capital Partners reported $34.8B in U.S. stocks across 55 holdings in its Q2 2026 13F filing.

What did Dan Sundheim buy and sell in Q2 2026?

It opened 21 new positions, added to 14, reduced 15 and sold out of 10.

Every position in D1 Capital Partners's 13F filing · All famous investors · What they hold in common