DC
D1 Capital Partners
Daniel (Dan) Sundheim (founder, CIO)
Hybrid public/private crossover fund running a roughly 65/35 public-private split; mixes mega-cap tech with large direct private stakes in the leading AI/space companies.
Size$26B
TypeHedge fund
Top holdingCART
Positions
Top holdings
CARTMaplebear (Instacart)
Top reported public holding
AMZNAmazon
Increased ~34% in Q1 2026 to a top-tier position (~$377M)
CLHClean Harbors
Top holding; industrial/services
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QAI analysis
Our take
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