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 Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 35
- +1 vs. Q1 2024
- Portfolio value
- $5.93B
- −$647.0M (−9.8%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CARTMaplebear Inc. | COM | 28,911,022 | $929.2M | 15.7% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 6,085,544 | $616.6M | 10.4% | −1,158,812−16.0% | Reduced | History |
| LENLennar Corp | CL A | 2,420,000 | $362.7M | 6.1% | +1,962,447+428.9% | Added | History |
| LYVLive Nation Entertainment, Inc. | COM | 3,543,532 | $332.2M | 5.6% | +1,093,000+44.6% | Added | History |
| XPOXPO, Inc. | COM | 2,558,000 | $271.5M | 4.6% | +2,558,000 | New | History |
| AMZNAmazon Com Inc | Stock | 1,291,326 | $249.5M | 4.2% | +515,924+66.5% | Added | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,512,103 | $241.1M | 4.1% | +777,103+105.7% | Added | History |
| GEVGE Vernova Inc. | Stock | 1,367,462 | $234.5M | 4.0% | +664,462+94.5% | Added | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 3,431,998 | $220.8M | 3.7% | −2,400,960−41.2% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 680,061 | $213.4M | 3.6% | +36,000+5.6% | Added | History |
| PFEPfizer Inc | Stock | 7,621,000 | $213.2M | 3.6% | −209,000−2.7% | Reduced | History |
| QSRRestaurant Brands International Inc. | COM | 2,843,500 | $200.1M | 3.4% | +2,843,500 | New | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 14,605,159 | $188.3M | 3.2% | +1,681,220+13.0% | Added | History |
| ELVElevance Health, Inc. | Stock | 295,932 | $160.4M | 2.7% | −233,700−44.1% | Reduced | History |
| WRBYWarby Parker Inc. | CL A COM | 9,444,023 | $151.7M | 2.6% | −5,500,000−36.8% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 574,433 | $147.8M | 2.5% | −82,000−12.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 311,885 | $139.4M | 2.4% | −21,657−6.5% | Reduced | History |
| INVHInvitation Homes Inc. | COM | 3,400,874 | $122.1M | 2.1% | −2,881,000−45.9% | Reduced | History |
| XYZBlock, Inc. | CL A | 1,831,342 | $118.1M | 2.0% | +795,000+76.7% | Added | History |
| WDAYWorkday, Inc. | CL A | 518,000 | $115.8M | 2.0% | +312,500+152.1% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 1,547,987 | $108.2M | 1.8% | +1,547,987 | New | History |
| WMGWarner Music Group Corp. | COM CL A | 2,749,783 | $84.3M | 1.4% | +2,749,783 | New | History |
| MTZMastec Inc | COM | 743,000 | $79.5M | 1.3% | +743,000 | New | History |
| FLUTFlutter Entertainment plc | SHS | 434,500 | $79.2M | 1.3% | +434,500 | New | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 3,716,000 | $69.6M | 1.2% | −850,000−18.6% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 468,000 | $62.2M | 1.0% | +468,000 | New | History |
| PODDInsulet Corp | Stock | 270,652 | $54.6M | 0.9% | −726,517−72.9% | Reduced | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 624,392 | $44.9M | 0.8% | −1,133,442−64.5% | Reduced | History |
| LXEOLexeo Therapeutics, Inc. | COM | 2,506,607 | $40.2M | 0.7% | 00.0% | Unchanged | History |
| VIKViking Holdings Ltd | ORD SHS | 882,860 | $30.0M | 0.5% | +882,860 | New | History |
| HUTHut 8 Corp. | COM | 1,160,000 | $17.4M | 0.3% | +1,160,000 | New | History |
| IRENIREN Ltd | ORDINARY SHARES | 1,534,000 | $17.3M | 0.3% | +1,534,000 | New | History |
| SGISomnigroup International Inc. | COM | 132,346 | $6.27M | 0.1% | −1,163,826−89.8% | Reduced | History |
| BTDRBitdeer Technologies Group | CL A ORD SHS | 525,000 | $5.39M | 0.1% | +525,000 | New | History |
| RIVNRivian Automotive, Inc. | Stock | 101,056 | $1.36M | <0.1% | −5,765,258−98.3% | Reduced | History |
Sold out since Q1 2024 (10)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| VMRKVivmark Residential | SH BEN INT | 6,928,682 | $437.3M | 6.6% | History |
| METAMeta Platforms, Inc. | Stock | 786,252 | $381.8M | 5.8% | History |
| GOOGLAlphabet Inc. | Stock | 2,373,083 | $358.2M | 5.4% | History |
| AVBAvalonbay Communities Inc | COM | 448,525 | $83.2M | 1.3% | History |
| UNHUnitedHealth Group Inc | Stock | 156,000 | $77.2M | 1.2% | History |
| PCORProcore Technologies, Inc. | COM | 812,659 | $66.8M | 1.0% | History |
| ADIAnalog Devices Inc | Stock | 299,000 | $59.1M | 0.9% | History |
| DLOdLocal Ltd | CLASS A COM | 3,765,649 | $55.4M | 0.8% | History |
| GWREGuidewire Software, Inc. | COM | 313,733 | $36.6M | 0.6% | History |
| CPTCamden Property Trust | REIT | 327,352 | $32.2M | 0.5% | History |