Billionaire investor Daniel Sundheim has taken hundreds of millions of dollars in shares of Amazon (AMZN), Spotify (SPOT) and Autodesk (ADSK).
A recent 13F filing for Sundheim’s D1 Capital Partners demonstrations The hedge fund opened a new position in tech titan Amazon, buying 1,340,523 AMZN shares worth $309.419 million in Q4 2025.
D1 Capital also initiated a new position in audio streaming platform Spotify, acquiring 395,900 SPOT shares valued at $229.903 million. And D1 Capital opened a new position in the design and construction company Autodesk. The hedge fund acquired 455,658 shares in ADSK worth $134.879 million.
Sundheim’s D1 Capital appears to be rotating its capital as the hedge fund released nine names in Q4 2025.
The company disposed of 100% of its stock in the beverage company Primo Brands Corporation, selling 11,814,815 shares of PRMB worth $261.107 million. It also sold its entire ownership in digital financial platform Nu Holdings (NU), offloading 10,178,933 NU shares worth $162.964 million.
D1 Capital also sold shares in Carpenter Technologies (CRS), shedding 505,329 CRS shares worth $124.078 million.
Other stocks that Sundheim exited last quarter include:
- Philip Morris (PM): selling 740,308 shares worth $120.077 million
- Wingstop Inc. (WING): sold 472,135 shares worth $118.826 million
- Alaska Air Group (ALK): sale of 2,338,340 shares worth $116.402 million
- Louisiana Pac Corp (LPX): sold 803,906 shares worth $71.419 million
- Transdigm Group (TDG): sale of 30,800 shares worth $40.595 million
- Lexeo Therapeutics (LXEO): sold 978,652 shares worth $6.498 million.
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