BackD1 Capital PartnersDan Sundheim's hedge fund, which invests in public and private companies.Holdings by companyQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018SPCX61.9%CART3.1%Other21.0%SPACE EXPLORATION TECHNOLOGIES CORP61.9%Maplebear Inc.3.1%James Hardie Industries plc2.1%Nu Holdings Ltd.1.7%JOHNSON CONTROLS INTERNATIONAL PLC1.6%MERCADOLIBRE INC1.4%US Foods Holding Corp.1.3%DANAHER CORP /DE/1.2%SHERWIN WILLIAMS CO1.2%Reddit, Inc.1.2%THERMO FISHER SCIENTIFIC INC.1.2%KILROY REALTY CORP1.1%Other holdings43 positions21.0%
