Cost Basis
D1 Capital Partners
Daniel Sundheim
19 holdings with price data
Est. portfolio value: $11.2BReport date: 2026-03-31Avg ROI: +7.4%
View full 13F →| Ticker | Est. avg cost | Now | ROI |
|---|---|---|---|
| TXN TEXAS INSTRUMENTS INC | $200.03 | $269.04 | +34.50% |
| AMZN Amazon.com Inc | $223.08 | $284.02 | +27.31% |
| COHR Coherent Corp | $236.03 | $288.14 | +22.08% |
| AVGO Broadcom Inc | $324.01 | $392.23 | +21.05% |
| KNX KNIGHT-SWIFT TRANSPORTATION | $57.72 | $68.42 | +18.55% |
| CLH CLEAN HARBORS INC | $265.81 | $310.98 | +16.99% |
| CART MAPLEBEAR INC | $38.95 | $45.39 | +16.52% |
| KRC KILROY REALTY CORP | $33.91 | $39.00 | +14.99% |
| NVDA NVIDIA Corp | $180.36 | $206.64 | +14.57% |
| USFD US FOODS HOLDING CORP | $88.31 | $99.67 | +12.86% |
| XPO XPO INC | $175.64 | $197.01 | +12.17% |
| TMO THERMO FISHER SCIENTIFIC INC | $551.91 | $574.03 | +4.01% |
| SE SEA LTD-ADR | $110.53 | $111.15 | +0.57% |
| MELI MERCADOLIBRE INC | $1,947.26 | $1,898.79 | -2.49% |
| FLS FLOWSERVE CORP | $80.60 | $76.54 | -5.04% |
| DHR DANAHER CORP | $211.79 | $197.50 | -6.75% |
| RDDT REDDIT INC-CL A | $190.38 | $154.71 | -18.74% |
| SGI SOMNIGROUP INTERNATIONAL INC | $83.68 | $66.64 | -20.36% |
| APP APPLOVIN CORP-CLASS A | $520.37 | $406.16 | -21.95% |