Billionaire investor Daniel Sundheim is snapping up hundreds of millions of dollars of shares of Amazon (AMZN), Spotify (SPOT) and Autodesk (ADSK).
The latest 13F filing of Sundheim’s D1 Capital Partners shows the hedge fund opened a new position in the tech titan Amazon, buying 1,340,523 AMZN shares worth $309.419 million in Q4 of 2025.
D1 Capital also initiated a fresh position in the audio streaming platform Spotify, accumulating 395,900 SPOT shares valued at $229.903 million. And D1 Capital opened a new position in the design and engineering software firm Autodesk. The hedge fund gobbled up 455,658 shares in ADSK worth $134.879 million.
Sundheim’s D1 Capital appears to be rotating its capital as the hedge fund fully exited nine names in Q4 2025.
The firm dumped 100% of its stake in the beverage company Primo Brands Corporation, selling 11,814,815 PRMB shares worth $261.107 million. It also sold all of its ownership in the digital financial services platform Nu Holdings (NU), unloading 10,178,933 NU shares valued at $162.964 million.
D1 Capital also sold its holdings in the premium alloy producer Carpenter Technologies (CRS), dumping 505,329 CRS shares worth $124.078 million.
Other stocks that Sundheim fully exited last quarter include:
- Philip Morris (PM): selling 740,308 shares worth $120.077 million
- Wingstop Inc. (WING): selling 472,135 shares worth $118.826 million
- Alaska Air Group (ALK): selling 2,338,340 shares worth $116.402 million
- Louisiana Pac Corp (LPX): selling 803,906 shares worth $71.419 million
- Transdigm Group (TDG): selling 30,800 shares worth $40.595 million
- Lexeo Therapeutics (LXEO): selling 978,652 shares worth $6.498 million.
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