D1 Capital Partners L.P. — 13F-HR — 2026-06-30
U.S. SEC EDGAR · Published 14 Aug 2026 · Collected 20 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
PERSON / P064INVESTOR
Daniel Sundheim
Founder and Chief Investment Officer of D1 Capital Partners, according to his Instacart director biography. This page covers the institution’s dated SEC disclosure, not his private account.
Biography: company.instacart.com
READ THIS FIRST ↗
These are disclosures by an associated institution. The person’s name provides context; it does not establish current management, personal ownership or who made the trade.
A CLOSER LOOK / 31 Mar 2026Largest positions
Largest positions
in this source table.
Weights calculated from the complete reported table of U.S. SEC EDGAR. Denominator: that source’s disclosed public table, not personal wealth.
See source & scope ↗MAPLEBEAR INC
7.52%
MERCADOLIBRE INC
5.75%
JAMES HARDIE INDS PLC
4.77%
DANAHER CORP DEL
3.89%
FLOWSERVE CORP
Top 5 of 44 selected source-table records. 3.84%
Comparison unavailable.
The preceding complete report is not available. Missing data is not a zero position.
01 / THE RECORDS44 MATCHING RECORDS
The disclosed positions.
2 record sources ↗| ASSET / SECURITY | REPORTED QUANTITY | REPORTED VALUE / USD | WEIGHT | QUARTERLY ACTIVITY | RECORD TYPE / OWNER | SOURCE |
|---|---|---|---|---|---|---|
| 565394103MAPLEBEAR INC | 22,558,255shares | $845,032,232Reported market value$37.46 / reported unit (derived) | 7.52%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 58733R102MERCADOLIBRE INC | 373,675shares | $646,091,549Reported market value$1,729.02 / reported unit (derived) | 5.75%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G4253H101JAMES HARDIE INDS PLC | 28,300,283shares | $536,007,360Reported market value$18.94 / reported unit (derived) | 4.77%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 235851102DANAHER CORP DEL | 2,304,148shares | $436,866,461Reported market value$189.6 / reported unit (derived) | 3.89%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 34354P105FLOWSERVE CORP | 5,874,441shares | $431,830,158Reported market value$73.51 / reported unit (derived) | 3.84%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 912008109US FOODS HLDG CORP | 4,283,474shares | $394,979,138Reported market value$92.21 / reported unit (derived) | 3.52%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 184496107CLEAN HARBORS INC | 1,338,281shares | $383,725,311Reported market value$286.73 / reported unit (derived) | 3.42%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 023135106AMAZON COM INC | 1,807,523shares | $376,452,815Reported market value$208.27 / reported unit (derived) | 3.35%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G6683N103NU HLDGS LTD | 25,890,701shares | $372,049,373Reported market value$14.37 / reported unit (derived) | 3.31%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 883556102THERMO FISHER SCIENTIFIC INC | 725,005shares | $356,361,708Reported market value$491.53 / reported unit (derived) | 3.17%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 88023U101SOMNIGROUP INTERNATIONAL INC | 4,688,423shares | $346,568,228Reported market value$73.92 / reported unit (derived) | 3.09%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 882508104TEXAS INSTRS INC | 1,753,001shares | $340,327,614Reported market value$194.14 / reported unit (derived) | 3.03%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 81141R100SEA LTD | 4,052,133shares | $335,557,134Reported market value$82.81 / reported unit (derived) | 2.99%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 75734B100REDDIT INC | 2,459,151shares | $331,124,682Reported market value$134.65 / reported unit (derived) | 2.95%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 49427F108KILROY REALTY CORP | 11,275,077shares | $318,069,922Reported market value$28.21 / reported unit (derived) | 2.83%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 499049104KNIGHT-SWIFT TRANSN HLDGS IN | 5,491,563shares | $316,204,198Reported market value$57.58 / reported unit (derived) | 2.82%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 11135F101BROADCOM INC | 981,495shares | $303,782,517Reported market value$309.51 / reported unit (derived) | 2.70%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 67066G104NVIDIA CORPORATION | 1,568,793shares | $273,597,499Reported market value$174.4 / reported unit (derived) | 2.44%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 03831W108APPLOVIN CORP | 669,282shares | $266,374,236Reported market value$398 / reported unit (derived) | 2.37%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 983793100XPO INC | 1,287,630shares | $250,508,417Reported market value$194.55 / reported unit (derived) | 2.23%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 53566V106LINEAGE INC | 7,402,229shares | $242,497,022Reported market value$32.76 / reported unit (derived) | 2.16%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 254687106DISNEY WALT CO | 2,355,100shares | $226,984,538Reported market value$96.38 / reported unit (derived) | 2.02%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 808513105SCHWAB CHARLES CORP | 2,357,390shares | $221,547,512Reported market value$93.98 / reported unit (derived) | 1.97%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 22266T109COUPANG INC | 11,611,741shares | $219,229,670Reported market value$18.88 / reported unit (derived) | 1.95%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 25809K105DOORDASH INC | 1,437,500shares | $215,840,625Reported market value$150.15 / reported unit (derived) | 1.92%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 146869102CARVANA CO | 668,432shares | $210,141,652Reported market value$314.38 / reported unit (derived) | 1.87%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 14040H105CAPITAL ONE FINL CORP | 1,116,738shares | $203,726,513Reported market value$182.43 / reported unit (derived) | 1.81%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 573284106MARTIN MARIETTA MATLS INC | 322,857shares | $190,059,459Reported market value$588.68 / reported unit (derived) | 1.69%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| L8681T102SPOTIFY TECHNOLOGY S A | 340,494shares | $165,108,946Reported market value$484.91 / reported unit (derived) | 1.47%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G51502105JOHNSON CONTROLS INTERNATION | 1,224,055shares | $160,290,002Reported market value$130.95 / reported unit (derived) | 1.43%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 15101Q207CELESTICA INC | 541,556shares | $152,545,494Reported market value$281.68 / reported unit (derived) | 1.36%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 824348106SHERWIN WILLIAMS CO | 473,753shares | $151,861,524Reported market value$320.55 / reported unit (derived) | 1.35%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 02079K305ALPHABET INC | 468,900shares | $134,836,884Reported market value$287.56 / reported unit (derived) | 1.20%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 03769M106APOLLO GLOBAL MGMT INC | 1,159,000shares | $129,135,780Reported market value$111.42 / reported unit (derived) | 1.15%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 874039100TAIWAN SEMICONDUCTOR MANUFAC | 328,600shares | $111,050,370Reported market value$337.95 / reported unit (derived) | 0.99%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 538034109LIVE NATION ENTERTAINMENT IN | 674,317shares | $102,840,086Reported market value$152.51 / reported unit (derived) | 0.92%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 032654105ANALOG DEVICES INC | 292,444shares | $93,038,134Reported market value$318.14 / reported unit (derived) | 0.83%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 00827B106AFFIRM HLDGS INC | 1,936,900shares | $88,748,758Reported market value$45.82 / reported unit (derived) | 0.79%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 31488V107FERGUSON ENTERPRISES INC | 349,347shares | $81,488,681Reported market value$233.26 / reported unit (derived) | 0.73%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 89055F103TOPBUILD COR | 213,433shares | $74,979,013Reported market value$351.3 / reported unit (derived) | 0.67%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 052769106AUTODESK INC | 308,907shares | $73,952,336Reported market value$239.4 / reported unit (derived) | 0.66%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 91332U101UNITY SOFTWARE INC | 3,259,983shares | $71,524,027Reported market value$21.94 / reported unit (derived) | 0.64%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 44916Y106HYPERLIQUID STRATEGIES INC | 8,000,000shares | $40,720,000Reported market value$5.09 / reported unit (derived) | 0.36%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| N07059210ASML HLDG NV | 6,800shares | $8,981,644Reported market value$1,320.83 / reported unit (derived) | 0.08%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
Figures retain their source’s meaning. Unknown is not zero. Dates, share classes and option exposures may differ; source-table coverage is not a complete personal portfolio.
02 / THE REFERENCES
Go back to the evidence.
Details ↗Open in the source library ↗
D1 Capital Partners L.P. — 13F-HR — 2026-03-31
U.S. SEC EDGAR · Published 15 May 2026 · Collected 20 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
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