D1 Capital Partners L.P. (Daniel Sundheim) reported 55 equity positions with a combined reported value of $34.78B in its Q2 2026 Form 13F filing. The ten largest of those positions account for 76.7%of the filing’s reported value.
| # | Security | CUSIP | Class | Reported value | Shares | Weight |
|---|---|---|---|---|---|---|
| 1 | SPACE EXPLORATION TECHN CORP | 84615Q103 | CLASS A COM STK | $21.54B | 126.04M | 61.91% |
| 2 | MAPLEBEAR INC | 565394103 | COM | $1.07B | 22.56M | 3.07% |
| 3 | JAMES HARDIE INDS PLC | G4253H101 | ORD SHS | $721.1M | 27.55M | 2.07% |
| 4 | NU HLDGS LTD | G6683N103 | ORD SHS CL A | $593.4M | 44.42M | 1.71% |
| 5 | JOHNSON CONTROLS INTERNATION | G51502105 | SHS | $548.2M | 3.75M | 1.58% |
| 6 | MERCADOLIBRE INC | 58733R102 | COM | $471.0M | 277K | 1.35% |
| 7 | US FOODS HLDG CORP | 912008109 | COM | $460.3M | 4.50M | 1.32% |
| 8 | DANAHER CORP DEL | 235851102 | COM | $434.7M | 2.28M | 1.25% |
| 9 | SHERWIN WILLIAMS CO | 824348106 | COM | $431.3M | 1.25M | 1.24% |
| 10 | REDDIT INC | 75734B100 | CL A | $427.8M | 2.46M | 1.23% |
The full 55-position filing, quarter-over-quarter position changes, concentration analysis and cross-fund security search are in the Fund Tracker dashboard.
Open Fund TrackerRock Group holds D1 Capital Partners L.P. (Daniel Sundheim)’s 13F filings for Q2 2026, Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024, Q3 2024, Q2 2024. Period-over-period comparison — positions added, exited and resized — is available in the dashboard.
Browse all 13F filers on file, or read the Fund Tracker documentation for what Form 13F does and does not disclose.