- SPACE EXPLORATION TECHN CORP61.9%
- CARTMAPLEBEAR INC3.1%
- JAMES HARDIE INDS PLC2.1%
- NUNU HLDGS LTD1.7%
- JCIJOHNSON CONTROLS INTERNATION1.6%
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
Nearly 62% of Dan Sundheim's disclosed book at D1 Capital sits in a single private company, SpaceX, as of June 30. The other 54 positions barely register, with the next largest under 4%. Anyone tracking D1 for public-market ideas is really tracking one unlisted rocket bet.