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D1 Capital

by Daniel Sundheim, founder since 2018 hedge fund

Legal name
D1 Capital Partners L.P.
On record since?
Q4 2018
Filings read
31
Style
Growth
Website
—
View more
CIK
0001747057
Read since
Aug 23, 2026

Q2 2026 · filed Aug 14, 2026 · $34.8B US stock · 55 positions · Very concentrated · Moderate turnover · Top: SPCX 61.9% · CART 3.1% · JHX 2.1%

Read the filing →

Streakslongest held · 31 quarters on record

  1. CART Maplebear Inc. 3.1%12 quarters
  2. LINE Lineage, Inc. 0.6%8 quarters
  3. APP Applovin Corporation Class A 1.0%7 quarters
  4. COF Capital One Financial 0.6%7 quarters
  5. USFD US Foods Holding Corp. 1.3%6 quarters

New in this book this quarter: SPCX, META, ISRG, COMP, LIN and 16 more.

Over time31 quarters, Q4 2018 to Q2 2026

US stock$34.8B Q2 2026

Positions55 Q2 2026

Picture100.0% Q2 2026

Turnover36%/yr Q2 2026

Filings31

  1. Q2 2026 filed Aug 14, 26 $34.8B · 55 positions  · 21 new · 10 exited full · Very concentrated 21 new · 10 exited
  2. Q1 2026 filed May 15, 26 $11.2B · 44 positions  · 16 new · 14 exited full · Focused 16 new · 14 exited
  3. Q4 2025 filed Feb 17, 26 $10.7B · 42 positions  · 13 new · 9 exited full · Focused 13 new · 9 exited
  4. Q3 2025 filed Nov 14, 25 $8.7B · 38 positions  · 13 new · 8 exited full · Focused 13 new · 8 exited
  5. Q2 2025 filed Aug 14, 25 $7.2B · 33 positions  · 5 new · 13 exited full · Concentrated 5 new · 13 exited
  6. Q1 2025 filed May 15, 25 $6.5B · 41 positions  · 18 new · 12 exited full · Focused 18 new · 12 exited
  7. Q4 2024 filed Feb 14, 25 $6.0B · 35 positions  · 16 new · 15 exited full · Concentrated 16 new · 15 exited
  8. Q3 2024 filed Nov 14, 24 $5.2B · 34 positions  · 11 new · 12 exited full · Concentrated 11 new · 12 exited
  9. Q2 2024 filed Aug 14, 24 $5.9B · 35 positions  · 11 new · 10 exited full · Concentrated 11 new · 10 exited
  10. Q1 2024 filed May 15, 24 $6.6B · 34 positions  · 12 new · 6 exited full · Concentrated 12 new · 6 exited
  11. Q4 2023 filed Feb 14, 24 $5.7B · 28 positions  · 3 new · 12 exited full · Concentrated 3 new · 12 exited
  12. Q3 2023 filed Nov 14, 23 $6.9B · 37 positions  · 12 new · 13 exited full · Concentrated 12 new · 13 exited
  13. Q2 2023 filed Aug 14, 23 $5.2B · 38 positions  · 11 new · 8 exited full · Focused 11 new · 8 exited
  14. Q1 2023 filed May 15, 23 $5.3B · 35 positions  · 17 new · 12 exited full · Focused 17 new · 12 exited
  15. Q4 2022 filed Feb 14, 23 $4.9B · 30 positions  · 6 new · 9 exited full · Concentrated 6 new · 9 exited
  16. Q3 2022 filed Nov 14, 22 $5.5B · 33 positions  · 11 new · 2 exited full · Concentrated 11 new · 2 exited
  17. Q2 2022 filed Aug 15, 22 $4.2B · 24 positions  · 4 new · 5 exited full · Concentrated 4 new · 5 exited
  18. Q1 2022 filed May 16, 22 $8.5B · 25 positions  · 1 new · 21 exited full · Concentrated 1 new · 21 exited
  19. Q4 2021 filed Feb 14, 22 $16.6B · 45 positions  · 11 new · 32 exited full · Concentrated 11 new · 32 exited
  20. Q3 2021 filed Nov 15, 21 $17.9B · 66 positions  · 21 new · 11 exited full · Focused 21 new · 11 exited
  21. Q2 2021 filed Aug 16, 21 $15.3B · 56 positions  · 24 new · 15 exited full · Focused 24 new · 15 exited
  22. Q1 2021 filed May 17, 21 $13.5B · 47 positions  · 15 new · 20 exited full · Focused 15 new · 20 exited
  23. Q4 2020 filed Feb 16, 21 $21.2B · 52 positions  · 17 new · 14 exited full · Focused 17 new · 14 exited
  24. Q3 2020 filed Nov 16, 20 $17.1B · 49 positions  · 13 new · 11 exited full · Focused 13 new · 11 exited
  25. Q2 2020 filed Aug 14, 20 $13.4B · 47 positions  · 22 new · 9 exited full · Focused 22 new · 9 exited
  26. Q1 2020 filed May 15, 20 $9.7B · 34 positions  · 16 new · 6 exited full · Concentrated 16 new · 6 exited
  27. Q4 2019 filed Feb 14, 20 $6.8B · 24 positions  · 3 new · 7 exited full · Concentrated 3 new · 7 exited
  28. Q3 2019 filed Nov 14, 19 $7.2B · 28 positions  · 8 new · 8 exited full · Concentrated 8 new · 8 exited
  29. Q2 2019 filed Aug 14, 19 $7.0B · 28 positions  · 12 new · 6 exited full · Concentrated 12 new · 6 exited
  30. Q1 2019 filed May 15, 19 $5.5B · 22 positions  · 6 new · 16 exited full · Concentrated 6 new · 16 exited
  31. Q4 2018 filed Feb 14, 19 $5.0B · 32 positions  · 0 new · 0 exited full · Concentrated 0 new · 0 exited

People1

  • Daniel Sundheim · founder · 2018–Founder and Chief Investment Officer; 75%+ owner since 2017 per Form ADV Schedule A (March 2026). No public website. Source: Form ADV CRD 297298