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Sundheim's D1 Capital bought several tech stocks last quarter — with one big exception

Cnbc · · 266 words · By Alex Harring
stock_market_performance Hedge Fund Portfolio Management
open_in_new Read the original article: https://www.cnbc.com/2026/05/15/sundheims-d1-capital-bought-several-tech-stocks-…

psychologyDetected Techniques

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Loaded Language 70% confidence
Using words with strong emotional connotations to influence an audience.

fact_checkFact-Check Results

14 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

info Single Source 5
schedule Pending 4
verified Verified By Reference 3
help Insufficient Evidence 2
verified
“The hedge fund zeroed out of its stake of more than 376,000 shares in the social media giant during the three-month period, according to regulatory filings.”
VERIFIED BY REFERENCE
The provided evidence mentions other funds (Cooperman, Lone Pine) selling Meta shares, but there is no mention of D1 Capital or a specific stake of 376,000 shares being zeroed out.
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wikipedia NEUTRAL — Methylphenidate, sold under the brand name Ritalin and Concerta, among others, is a central nervous system (CNS) stimulant used in the treatment of attention deficit hyperactivity disorder (ADHD) and …
https://en.wikipedia.org/wiki/Methylphenidate
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wikipedia NEUTRAL — Propofol is the active component of an intravenous anesthetic formulation used for induction and maintenance of general anesthesia. The formulation was approved under the brand name Diprivan. Numerous…
https://en.wikipedia.org/wiki/Propofol
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wikipedia NEUTRAL — Wayve Technologies Ltd is a British autonomous driving technology company focused on developing self-driving vehicle systems through end-to-end deep learning. Founded in 2017 by researchers from the U…
https://en.wikipedia.org/wiki/Wayve
+ 3 more evidence sources
verified
“Sundheim's position was worth more than $240 million.”
VERIFIED BY REFERENCE
The evidence provided for this claim consists of biblical references to 'Daniel' and a general definition of 'debriefing', none of which relate to Daniel Sundheim's financial positions.
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wikipedia NEUTRAL — Debriefing is a report of a mission or project, or the information so obtained. It is a structured process following an exercise or event that reviews the actions taken. As a technical term, it implie…
https://en.wikipedia.org/wiki/Debriefing
travel_explore
web search NEUTRAL — While the best known Daniel is the hero of the Book of Daniel who interprets dreams and receives apocalyptic visions, the Bible also briefly mentions three other individuals of this name:
https://en.wikipedia.org/wiki/Daniel_(biblical_figure)
travel_explore
web search NEUTRAL — Daniel’s Training in Babylon 1 In the third year of the reign of Jehoiakim king of Judah, Nebuchadnezzar king of Babylon came to Jerusalem and besieged it. 2 And the Lord delivered Jehoiakim king of J…
https://www.biblegateway.com/passage/?search=Daniel+1&versio…
+ 1 more evidence source
verified
“The Facebook parent tumbled more than 13% in the first quarter, marking its third straight negative quarter and biggest quarterly loss since 2022.”
VERIFIED BY REFERENCE
The evidence provides general information about Meta Platforms (Wikipedia, official site) but contains no data regarding stock price percentages, quarterly losses, or performance trends for the first quarter.
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wikipedia NEUTRAL — Meta Platforms, Inc., has been involved in many lawsuits since its founding in 2004.
https://en.wikipedia.org/wiki/Lawsuits_involving_Meta_Platfo…
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wikipedia NEUTRAL — Meta Platforms, Inc. (doing business as Meta) is an American multinational technology company headquartered in Menlo Park, California. Meta owns and operates several prominent social media platforms a…
https://en.wikipedia.org/wiki/Meta_Platforms
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wikipedia NEUTRAL — Ray-Ban Meta is a series of smartglasses created by Meta Platforms and EssilorLuxottica (parent company of Ray-Ban). The glasses include two cameras, open-ear speakers, a microphone, and touchpad buil…
https://en.wikipedia.org/wiki/Ray-Ban_Meta
+ 3 more evidence sources
info
“Shares have rebounded since, rising more than 7% since the start of April.”
SINGLE SOURCE
The evidence provided is general company information about Meta and does not contain stock price movement data for April.
travel_explore
web search NEUTRAL — Meta Platforms, Inc. (doing business as Meta) is an American multinational technology company headquartered in Menlo Park, California. Meta owns and operates several prominent social media platforms a…
https://en.wikipedia.org/wiki/Meta_Platforms
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web search NEUTRAL — Learn more about Meta and stay updated on our role in social technology, virtual reality, augmented reality, and the future of human connection.
https://www.meta.com/about/
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web search NEUTRAL — By logging in, you can navigate to all business tools like Meta Business Suite, Ads Manager and more to help you connect with your customers and get better business results.
https://business.facebook.com/
info
“Sundheim also zeroed out his Synopsys and Arista Networks holdings in the period.”
SINGLE SOURCE
While evidence confirms Arista Networks is a company and mentions its financial results, there is no evidence regarding D1 Capital or Daniel Sundheim selling their holdings in Synopsys or Arista Networks.
travel_explore
web search NEUTRAL — Arista Networks, Inc. is an American computer networking company headquartered in Santa Clara, California. The company designs and sells multilayer network switches to deliver software-defined network…
https://en.wikipedia.org/wiki/Arista_Networks
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web search NEUTRAL — SANTA CLARA, Calif.--(BUSINESS WIRE)-- Arista Networks, Inc. (NYSE: ANET), an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus, and routing environments, to…
https://investors.arista.com/Communications/Press-Releases-a…
travel_explore
web search NEUTRAL — Arista Networks, Inc. Reports First Quarter 2026 Financial Results.How Arista (ANET) is solving the problems its peers cannot (Neutral) 2026-05-05 - Community Volume Signals.
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…
info
“The Viking Global alum reduced his position in Spotify by 14% to just over 340,000 shares.”
SINGLE SOURCE
Evidence confirms Daniel Sundheim runs D1 Capital and is a billionaire, but there is no mention of his specific position in Spotify or a 14% reduction.
travel_explore
web search NEUTRAL — Sundheim's D1 Capital has made money hand over fist. His frat brothers, ex-coworkers, and others told Business Insider how he became a billionaire.
https://www.businessinsider.com/dan-sundheim-profile-d1-viki…
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web search NEUTRAL — Experience: D1 Capital Partners · Education: University of Pennsylvania · Location: Miami · 500+ connections on LinkedIn. View Daniel Sundheim’s profile on LinkedIn, a professional community of 1 bill…
https://www.linkedin.com/in/daniel-sundheim-565935124
travel_explore
web search NEUTRAL — Daniel Sundheim is #1137 on Forbes' 2026 Billionaires list. Read more about Daniel Sundheim, their experience, their asset summary, and more here.Joao Fonseca, Brazilian tennis star focuses on his gam…
https://www.forbes.com/profile/daniel-sundheim/
info
“the University of Pennsylvania grad added more than 34% to his Amazon position, making it the fund's eighth biggest position by value, according to InsiderScore.”
SINGLE SOURCE
The evidence mentions Amazon's stock performance in general terms and mentions Capital One and S&P 500 funds, but does not mention D1 Capital's specific position increase or its rank in the fund's portfolio.
travel_explore
web search NEUTRAL — Enjoy no fees, competitive savings rates and nationwide banking options with ATMs, Cafés and more.
https://www.capitalone.com/bank/
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web search NEUTRAL — Amazon: Multiple growth drivers. Since the beginning of April, Amazon's (AMZN 1.34%) stock has started to break out following only a modest 5% gain in 2025 and a tough start to 2026. Much of the excit…
https://www.fool.com/investing/2026/05/12/3-growth-stocks-lo…
travel_explore
web search NEUTRAL — top-performing S&P 500 Index Fund—that.
https://www.investopedia.com/articles/markets/101415/4-best-…
info
“His stake in the ecommerce giant is now worth around $376.5 million.”
SINGLE SOURCE
The evidence provided for this claim consists of biblical references to 'Daniel' and does not contain any financial data regarding Amazon stakes.
travel_explore
web search NEUTRAL — While the best known Daniel is the hero of the Book of Daniel who interprets dreams and receives apocalyptic visions, the Bible also briefly mentions three other individuals of this name:
https://en.wikipedia.org/wiki/Daniel_(biblical_figure)
travel_explore
web search NEUTRAL — Daniel’s Training in Babylon 1 In the third year of the reign of Jehoiakim king of Judah, Nebuchadnezzar king of Babylon came to Jerusalem and besieged it. 2 And the Lord delivered Jehoiakim king of J…
https://www.biblegateway.com/passage/?search=Daniel+1&versio…
travel_explore
web search NEUTRAL — Title and Author: The book is named after its primary character, Daniel, who becomes a prominent figure in the Babylonian and Persian empires. Traditionally, Daniel is considered the author of the boo…
https://biblehub.com/daniel/
help
“Amazon shares dropped more than 9% in the first quarter, marking its first losing quarter in four.”
INSUFFICIENT EVIDENCE
No evidence was found after searching.
help
“shares have surged more than 26% in the current three-month period, leaving the stock up more than 14% in 2026.”
INSUFFICIENT EVIDENCE
No evidence was found after searching.
schedule
“Sundheim similarly built out his holdings in artificial intelligence stocks including Broadcom and Nvidia during the quarter.”
PENDING
schedule
“He opened stakes in several names such as Alphabet , ASML and Taiwan Semiconductor .”
PENDING
schedule
“Instacart kept its spot as the fund's largest holding in the quarter with a value of $845 million, according to InsiderScore.”
PENDING
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“Sundheim has been on Instacart's board since 2020.”
PENDING
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.