D1 Capital Partners
SuperinvestorD1 Capital Partners L.P.
- SEC CIK
- 0001747057
- Manager
- Dan Sundheim
- Style
- Growth, Hedge fund
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 37
- −1 vs. Q2 2023
- Portfolio value
- $6.94B
- +$1.75B (+33.6%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CARTMaplebear Inc. | COM | 28,906,880 | $858.2M | 12.4% | +28,906,880 | New | History |
| MSFTMicrosoft Corp | Stock | 1,706,990 | $539.0M | 7.8% | +747,000+77.8% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,700,578 | $510.5M | 7.4% | +937,000+122.7% | Added | History |
| ELVElevance Health, Inc. | Stock | 959,032 | $417.6M | 6.0% | +268,300+38.8% | Added | History |
| SGISomnigroup International Inc. | COM | 9,460,317 | $410.0M | 5.9% | +18,532+0.2% | Added | History |
| RIVNRivian Automotive, Inc. | Stock | 13,483,880 | $327.4M | 4.7% | −425,000−3.1% | Reduced | History |
| GEGeneral Electric Co | Stock | 2,646,652 | $292.6M | 4.2% | +1,191,652+81.9% | Added | History |
| PODDInsulet Corp | Stock | 1,820,946 | $290.4M | 4.2% | +1,097,708+151.8% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 39,657,269 | $287.5M | 4.1% | +39,657,269 | New | History |
| PMPhilip Morris International Inc. | Stock | 3,056,044 | $282.9M | 4.1% | +3,056,044 | New | History |
| INVHInvitation Homes Inc. | COM | 8,686,259 | $275.3M | 4.0% | +8,686,259 | New | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 4,223,701 | $249.2M | 3.6% | +1,238,786+41.5% | Added | History |
| WRBYWarby Parker Inc. | CL A COM | 14,944,023 | $196.7M | 2.8% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 1,460,888 | $191.2M | 2.8% | −828,239−36.2% | Reduced | History |
| VMRKVivmark Residential | SH BEN INT | 2,649,064 | $155.5M | 2.2% | −286,000−9.7% | Reduced | History |
| CPTCamden Property Trust | REIT | 1,627,156 | $153.9M | 2.2% | −1,110,000−40.6% | Reduced | History |
| VVisa Inc. | Stock | 651,478 | $149.8M | 2.2% | −75,000−10.3% | Reduced | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 1,971,008 | $122.8M | 1.8% | +1,454,141+281.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 904,402 | $115.0M | 1.7% | +904,402 | New | History |
| ENTGEntegris Inc | COM | 1,201,000 | $112.8M | 1.6% | +1,201,000 | New | History |
| YUMYum Brands Inc | Stock | 900,000 | $112.4M | 1.6% | +900,000 | New | History |
| VVVValvoline Inc | COM | 3,285,031 | $105.9M | 1.5% | +685,000+26.3% | Added | History |
| XYZBlock, Inc. | CL A | 2,370,357 | $104.9M | 1.5% | +850,735+56.0% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 680,215 | $102.2M | 1.5% | −1,366,152−66.8% | Reduced | History |
| RHRH | COM | 326,000 | $86.2M | 1.2% | −29,635−8.3% | Reduced | History |
| DHRDanaher Corp | Stock | 326,000 | $80.9M | 1.2% | −515,700−61.3% | Reduced | History |
| LVSLas Vegas Sands Corp | COM | 1,576,415 | $72.3M | 1.0% | +1,576,415 | New | History |
| NVDANVIDIA Corp | Stock | 146,741 | $63.8M | 0.9% | +10,741+7.9% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 201,000 | $57.0M | 0.8% | +69,000+52.3% | Added | History |
| PCORProcore Technologies, Inc. | COM | 812,659 | $53.1M | 0.8% | −459,000−36.1% | Reduced | History |
| DLOdLocal Ltd | CLASS A COM | 2,736,649 | $52.5M | 0.8% | −2,636,809−49.1% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 195,000 | $39.5M | 0.6% | +195,000 | New | History |
| MDBMongoDB, Inc. | CL A | 105,000 | $36.3M | 0.5% | +105,000 | New | History |
| SGHTSight Sciences, Inc. | COM | 5,852,036 | $19.7M | 0.3% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 38,000 | $15.0M | 0.2% | −2,459−6.1% | Reduced | History |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 58,162 | $1.87M | <0.1% | +58,162 | New | History |
| Cazoo Group LtdG2007L204 | COMMON STOCK | 1,841,326 | $1.00M | <0.1% | 00.0% | Unchanged | – |
Sold out since Q2 2023 (12)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 502,200 | $241.4M | 4.6% | History |
| AVBAvalonbay Communities Inc | COM | 808,348 | $153.0M | 2.9% | History |
| LULUlululemon athletica inc. | Stock | 373,919 | $141.5M | 2.7% | History |
| MAAMid America Apartment Communities Inc. | COM | 674,084 | $102.4M | 2.0% | History |
| PNCPNC Financial Services Group, Inc. | Stock | 399,642 | $50.3M | 1.0% | History |
| SUISun Communities Inc | COM | 380,000 | $49.6M | 1.0% | History |
| INTUIntuit Inc. | Stock | 79,000 | $36.2M | 0.7% | History |
| SNOWSnowflake Inc. | Stock | 187,983 | $33.1M | 0.6% | History |
| WWEWorld Wrestling Entertainment, LLC | CL A | 256,346 | $27.8M | 0.5% | History |
| DDOGDatadog, Inc. | CL A COM | 234,599 | $23.1M | 0.4% | History |
| AMDAdvanced Micro Devices Inc | Stock | 160,000 | $18.2M | 0.4% | History |
| HOODRobinhood Markets, Inc. | Stock | 203,555 | $2.03M | <0.1% | History |