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D1

D1 Capital Partners (Sundheim)

CIK: 0001747057 · Filing period: 2025-12-31
Innovation Edge

Daniel Sundheim runs a concentrated book of high-conviction bets across public and private markets.

1.3×
Trust Weight
42
Positions
2
In our model
13
New
17
Increasing
8
Decreasing
4
Unchanged
In Our Model Portfolio
These holdings also appear in the Bogen Capital model
AMZN 2.9% SPOT 2.1%
Recent Moves
What D1 Capital Partners opened, added to, or trimmed in their latest 13F — 38 position changes
Top 10 positions (% of portfolio)
Sector breakdown
All Holdings
42 positions, sorted by portfolio weight
← swipe to see all columns
# Company Ticker Sector % of Portfolio Activity Change
1 MAPLEBEAR INC — Other 9.5% — Unchanged —
2 CLEAN HARBORS INC — Other 6.1% ▲ Increasing +14%
3 FLOWSERVE CORP — Other 5.0% ▲ Increasing +2%
4 JAMES HARDIE INDS PLC — Other 4.7% ▲ Increasing +28%
5 REDDIT INC RDDT Other 4.5% ▲ Increasing +5%
6 MERCADOLIBRE INC MELI Other 4.2% ▲ Increasing +74%
7 APPLOVIN CORP APP Technology 4.2% ▼ Decreasing -20%
8 SEA LTD SE Communications 4.2% ▲ Increasing +170%
9 KNIGHT-SWIFT TRANSN HLDGS IN — Other 3.8% ▲ Increasing +107%
10 KILROY RLTY CORP — Other 3.6% ▲ Increasing +23%
11 US FOODS HLDG CORP — Other 3.0% ▲ Increasing +27%
12 SCHWAB CHARLES CORP SCHW Financials 3.0% ▼ Decreasing -18%
13 SHERWIN WILLIAMS CO SHW Other 2.9% ● New NEW
14 AMAZON COM INC AMZN Technology 2.9% ● New NEW
15 XPO INC — Other 2.6% ▼ Decreasing -19%
16 LINEAGE INC — Other 2.4% ▲ Increasing +20%
17 DISNEY WALT CO DIS Other 2.4% ▲ Increasing +84%
18 META PLATFORMS INC META Technology 2.3% ▲ Increasing +39%
19 SPOTIFY TECHNOLOGY S A SPOT Communications 2.1% ● New NEW
20 NVIDIA CORPORATION NVDA Technology 2.0% ▲ Increasing +86%
21 ENTEGRIS INC — Other 2.0% ▲ Increasing +117%
22 LINDE PLC — Other 1.9% ● New NEW
23 CAPITAL ONE FINL CORP COF Financials 1.9% ▼ Decreasing -16%
24 ECHOSTAR CORP — Other 1.9% ▲ Increasing +126%
25 SYNOPSYS INC SNPS Other 1.7% ▲ Increasing +141%
26 APOLLO GLOBAL MGMT INC — Other 1.6% — Unchanged —
27 JOHNSON CTLS INTL PLC — Other 1.5% ● New NEW
28 GE HEALTHCARE TECHNOLOGIES I — Other 1.4% ▲ Increasing +77%
29 CORE & MAIN INC — Other 1.3% ▼ Decreasing -49%
30 AUTODESK INC ADSK Other 1.3% ● New NEW
31 DANAHER CORPORATION DHR Industrials 1.2% ▼ Decreasing -38%
32 ARISTA NETWORKS INC ANET Other 1.2% ● New NEW
33 BROADCOM INC AVGO Technology 1.2% ▼ Decreasing -46%
34 API GROUP CORP — Other 0.8% — Unchanged —
35 TEXAS INSTRS INC TXN Other 0.8% ● New NEW
36 QNITY ELECTRONICS INC — Other 0.7% ● New NEW
37 BANK AMERICA CORP BAC Financials 0.6% ▼ Decreasing -78%
38 AFFIRM HLDGS INC — Other 0.6% — Unchanged —
39 NISOURCE INC — Other 0.5% ● New NEW
40 AMERICAN ELEC PWR CO INC — Other 0.4% ● New NEW
41 HYPERLIQUID STRATEGIES INC — Other 0.3% ● New NEW
42 MEDLINE INC — Other 0.1% ● New NEW
#1 MAPLEBEAR INC 9.5%
Other — Unchanged
#2 CLEAN HARBORS INC 6.1%
Other ▲ Increasing +14%
#3 FLOWSERVE CORP 5.0%
Other ▲ Increasing +2%
#4 JAMES HARDIE INDS PLC 4.7%
Other ▲ Increasing +28%
#5 REDDIT INC 4.5%
RDDT · Other ▲ Increasing +5%
#6 MERCADOLIBRE INC 4.2%
MELI · Other ▲ Increasing +74%
#7 APPLOVIN CORP 4.2%
APP · Technology ▼ Decreasing -20%
#8 SEA LTD 4.2%
SE · Communications ▲ Increasing +170%
#9 KNIGHT-SWIFT TRANSN HLDGS IN 3.8%
Other ▲ Increasing +107%
#10 KILROY RLTY CORP 3.6%
Other ▲ Increasing +23%
#11 US FOODS HLDG CORP 3.0%
Other ▲ Increasing +27%
#12 SCHWAB CHARLES CORP 3.0%
SCHW · Financials ▼ Decreasing -18%
#13 SHERWIN WILLIAMS CO 2.9%
SHW · Other ● New
#14 AMAZON COM INC 2.9%
AMZN · Technology ● New
#15 XPO INC 2.6%
Other ▼ Decreasing -19%
#16 LINEAGE INC 2.4%
Other ▲ Increasing +20%
#17 DISNEY WALT CO 2.4%
DIS · Other ▲ Increasing +84%
#18 META PLATFORMS INC 2.3%
META · Technology ▲ Increasing +39%
#19 SPOTIFY TECHNOLOGY S A 2.1%
SPOT · Communications ● New
#20 NVIDIA CORPORATION 2.0%
NVDA · Technology ▲ Increasing +86%
#21 ENTEGRIS INC 2.0%
Other ▲ Increasing +117%
#22 LINDE PLC 1.9%
Other ● New
#23 CAPITAL ONE FINL CORP 1.9%
COF · Financials ▼ Decreasing -16%
#24 ECHOSTAR CORP 1.9%
Other ▲ Increasing +126%
#25 SYNOPSYS INC 1.7%
SNPS · Other ▲ Increasing +141%
#26 APOLLO GLOBAL MGMT INC 1.6%
Other — Unchanged
#27 JOHNSON CTLS INTL PLC 1.5%
Other ● New
#28 GE HEALTHCARE TECHNOLOGIES I 1.4%
Other ▲ Increasing +77%
#29 CORE & MAIN INC 1.3%
Other ▼ Decreasing -49%
#30 AUTODESK INC 1.3%
ADSK · Other ● New
#31 DANAHER CORPORATION 1.2%
DHR · Industrials ▼ Decreasing -38%
#32 ARISTA NETWORKS INC 1.2%
ANET · Other ● New
#33 BROADCOM INC 1.2%
AVGO · Technology ▼ Decreasing -46%
#34 API GROUP CORP 0.8%
Other — Unchanged
#35 TEXAS INSTRS INC 0.8%
TXN · Other ● New
#36 QNITY ELECTRONICS INC 0.7%
Other ● New
#37 BANK AMERICA CORP 0.6%
BAC · Financials ▼ Decreasing -78%
#38 AFFIRM HLDGS INC 0.6%
Other — Unchanged
#39 NISOURCE INC 0.5%
Other ● New
#40 AMERICAN ELEC PWR CO INC 0.4%
Other ● New
#41 HYPERLIQUID STRATEGIES INC 0.3%
Other ● New
#42 MEDLINE INC 0.1%
Other ● New
⚠ Disclaimer: Holdings data from SEC EDGAR 13F filings for D1 Capital Partners (Sundheim), delayed up to 135 days after quarter-end. This is not investment advice. The investor may have already changed these positions.

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