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