Dan Sundheim - D1 Capital Partners
Portfolio
$34.78 B
Positionen
55
Stichtag
2026-06-30
Quartal
Q2 2026
| SPACE EXPLORATION TECHN CORP | 61.91% | Buy |
| MAPLEBEAR INC | 3.07% | Buy |
| JAMES HARDIE INDS PLC | 2.07% | Buy |
| NU HLDGS LTD | 1.71% | Buy |
| JOHNSON CONTROLS INTERNATION | 1.58% | Buy |
| MERCADOLIBRE INC | 1.35% | Buy |
| US FOODS HLDG CORP | 1.32% | Buy |
| DANAHER CORP DEL | 1.25% | Buy |
| SHERWIN WILLIAMS CO | 1.24% | Buy |
| REDDIT INC | 1.23% | Buy |
| THERMO FISHER SCIENTIFIC INC | 1.18% | Buy |
| KILROY REALTY CORP | 1.13% | Buy |
| CLEAN HARBORS INC | 1.13% | Buy |
| SOMNIGROUP INTERNATIONAL INC | 1.12% | Buy |
| FLOWSERVE CORP | 1.06% | Buy |
| APPLOVIN CORP | 0.99% | Buy |
| META PLATFORMS INC | 0.92% | Buy |
| FERGUSON ENTERPRISES INC | 0.87% | Buy |
| DISNEY WALT CO | 0.80% | Buy |
| ALPHABET INC | 0.76% | Buy |
| SPOTIFY TECHNOLOGY S A | 0.75% | Buy |
| CARVANA CO | 0.72% | Buy |
| DOORDASH INC | 0.69% | Buy |
| INTUITIVE SURGICAL INC | 0.66% | Buy |
| SCHWAB CHARLES CORP | 0.65% | Buy |
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