US Top News and Analysis | Sundheim's D1 Capital bought several tech stocks last quarter — with one big exception AI generated summary, Read the full article for complete information. Daniel Sundheim’s D1 Capital added a range of well‑known technology stocks in the first quarter but completely exited its more than 376,000‑share position in Meta, a stake worth over $240 million, after the social‑media giant fell more than 13% and posted its worst quarterly loss since 2022. The fund also sold its Synopsys and Arista Networks holdings and trimmed Spotify by 14%, while boosting its Amazon stake by about 34% to roughly $376.5 million, making it the fund’s eighth‑largest position. Sundheim expanded into artificial‑intelligence names such as Broadcom, Nvidia, Alphabet, ASML and Taiwan Semiconductor, and opened new positions in several others. Instacart remained D1 Capital’s largest holding, valued at $845 million, with Sundheim serving on its board since 2020. Read more: https://www.cnbc.com/2026/05/15/sundheims-d1-capital-bought-several-tech-stocks-last-quarter-with-one-big-exception.html #Sundheim #D1Capital #MetaPlatforms #Amazon #Nvidia