D1 CAPITAL PARTNERS L P
Q2 2026 Form 13-F
NEW YORK, NEW YORK
CIK 0001747057
· CRD 297298
· SEC-registered investment adviser
$34.8B Reported Value Total
D1 CAPITAL PARTNERS L.P. reports 45 total accounts under management (AUM). There are 45 discretionary accounts valued at $40,160,910,862, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
32 funds
· $39.8B gross asset value
Hedge Fund: $36.2B · Private Equity Fund: $3.6B
Source: Form ADV filed 2026-03-31
Reported value
$34.8B
Quarter over quarter
+14.5%
Holdings
55
Top-10 concentration
76.7%
Key People
Form ADV owners & control persons
Daniel Saul Sundheim
CHIEF INVESTMENT OFFICER / LIMITED PARTNER
Anthony Edward Fox
CHIEF FINANCIAL OFFICER
Amanda Nmn Hector
CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $34.8B |
| Positions | 55 |
| Change in reported value | +209.7% |
| New positions | 21 |
| Exited positions | 10 |
| Position turnover | 47.7% |
| Top-10 concentration | 76.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
55 | $34.8B |
|
Q1 2026 13F
Filed May 15, 2026
|
44 | $11.2B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
42 | $10.7B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
38 | $8.7B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
33 | $7.2B |
|
Q1 2025 13F
Filed May 15, 2025
|
41 | $6.5B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
35 | $6.0B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
34 | $5.2B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
35 | $5.9B |
|
Q1 2024 13F
Filed May 15, 2024
|
34 | $6.6B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
28 | $5.7B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
37 | $6.9B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
38 | $5.2B |
|
Q1 2023 13F
Filed May 15, 2023
|
35 | $5.3B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
30 | $4.9B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
33 | $5.5B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
24 | $4.2B |
|
Q1 2022 13F
Filed May 16, 2022
|
25 | $8.5B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
45 | $16.6B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
66 | $17.9B |
11 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SPCX SPACE EXPLORATION TECHN CORP | $21.5B | 61.91% |
| 2 | CART MAPLEBEAR INC | $1.1B | 3.07% |
| 3 | JHX JAMES HARDIE INDS PLC | $721.1M | 2.07% |
| 4 | NU NU HLDGS LTD | $593.4M | 1.71% |
| 5 | JCI JOHNSON CONTROLS INTERNATION | $548.2M | 1.58% |
| 6 | MELI MERCADOLIBRE INC | $471.0M | 1.35% |
| 7 | USFD US FOODS HLDG CORP | $460.3M | 1.32% |
| 8 | DHR DANAHER CORP DEL | $434.7M | 1.25% |
| 9 | SHW SHERWIN WILLIAMS CO | $431.3M | 1.24% |
| 10 | RDDT REDDIT INC | $427.8M | 1.23% |
| 11 | TMO THERMO FISHER SCIENTIFIC INC | $409.7M | 1.18% |
| 12 | KRC KILROY REALTY CORP | $393.4M | 1.13% |
| 13 | CLH CLEAN HARBORS INC | $393.0M | 1.13% |
| 14 | SGI SOMNIGROUP INTERNATIONAL INC | $390.1M | 1.12% |
| 15 | FLS FLOWSERVE CORP | $368.5M | 1.06% |
| 16 | APP APPLOVIN CORP | $344.8M | 0.99% |
| 17 | META META PLATFORMS INC | $319.1M | 0.92% |
| 18 | FERG FERGUSON ENTERPRISES INC | $304.3M | 0.87% |
| 19 | DIS DISNEY WALT CO | $276.7M | 0.8% |
| 20 | GOOGL ALPHABET INC | $263.8M | 0.76% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.