{"id":2016,"date":"2026-07-06T15:36:30","date_gmt":"2026-07-06T15:36:30","guid":{"rendered":"https:\/\/americanhomejournals.com\/?p=2016"},"modified":"2026-07-06T15:36:30","modified_gmt":"2026-07-06T15:36:30","slug":"stockpicker-dan-sundheim-had-a-monster-june-heres-how-d1-and-other-tiger-cubs-did","status":"publish","type":"post","link":"https:\/\/americanhomejournals.com\/?p=2016","title":{"rendered":"Stockpicker Dan Sundheim had a monster June. Here’s how D1 and other Tiger Cubs did."},"content":{"rendered":"
\n

Dan Sundheim is on a roll.<\/p>\n

D1 Capital’s<\/strong> public equity book returned roughly 10% in June, a person close to the manager told Business Insider.<\/p>\n

Read more The robots have made it to the World Cup<\/a><\/p>\n

That put the fund at 25.7% through 2026’s first half, the person added \u2014 outperforming the tech-heavy Nasdaq 100 index and the S&P 500, which were up roughly 19% and 10% through the same time period, respectively.<\/p>\n

Despite being known as a tech investor, D1 began the second quarter with big holdings in companies such as building materials manufacturer James Hardie International and US Foods, both of which are up more than 20% on the year, according to regulatory filings. D1 Capital, which manages roughly $40 billion, declined to comment.<\/p>\n

One thing that didn’t drive returns in Sundheim’s fund was SpaceX. While D1 held a significant stake in Elon Musk’s rocket maker via its private markets fund, the shares in the recently IPO-ed company are still held in that fund, not its public equities book, a person close to the New York-based manager said.<\/p>\n

The manager was not the only member of the extended Tiger Management family tree \u2014 which includes dozens of funds run by portfolio managers with connections to the late investor Julian Robertson \u2014 that had strong Junes.<\/p>\n

Glen Kacher’s $1.6 billion Light Street Capital <\/strong>made 11.9% last month in the manager’s long-short fund, a person close to the California-based firm said. This pushed the fund’s 2026 gains to more than 37%.<\/p>\n

Read more Investors ignored manufacturing startups for years. These ex-Apple engineers raised a $33 million fund to change that.<\/a><\/p>\n

Philippe Laffont’s\u00a0Coatue Management,<\/strong>\u00a0meanwhile, bounced back from\u00a0a rough first quarter, when the manager lost more than 3%, to end the first half of the year up 24.5%. The firm gained 4.7% in June alone, a person close to the firm said.<\/p>\n

The managers declined to comment on the specific drivers of their outperformance last month, but federal filings reveal the firms’ biggest public holdings at the start of the quarter.<\/p>\n

Coatue and Light Street remain heavily focused on artificial intelligence companies, with big bets on Taiwan Semiconductors and Broadcom.<\/p>\n

Read more Microsoft cuts 4,800 jobs across sales and Xbox. Read the memo.<\/a><\/p>\n<\/section>\n","protected":false},"excerpt":{"rendered":"

Stock-picking hedge funds are generally performing well in 2026 despite a rough first quarter.<\/p>\n","protected":false},"author":1,"featured_media":2015,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2016","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-interesting"],"yoast_head":"\nStockpicker Dan Sundheim had a monster June. Here's how D1 and other Tiger Cubs did. - American home journals<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/americanhomejournals.com\/?p=2016\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Stockpicker Dan Sundheim had a monster June. 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