Daniel Sundheim is the founder and investment responsible for D1 Capital PartnersAn active world investment company in both public and private markets. Founded in 2018, the coverage fund successfully supported the COVID-19 fall, relying on an aggressive investment strategy based on fundamental research. D1 currently manages $ 8 billion in public investments and $ 12 billion in private holdings. The firm has maintained a significant presence in Silicon Valley, investing in main players like Spacex, which represents about a third of their private portfolio.
Of course, being on the winning side is almost impossible for any investor, including billionaires like Daniel Sundheim. In 2022, Sundheim supported one of the most difficult years of his career, as the wider capital markets had the pressure of increasing inflation. While the S&P 500 sank 19.4%, the capital of D1 had a decrease of 30.5%, largely due to its substantial private market bets by technological startups, the evaluations of which fell abruptly. D1 capital was between various high -profile coverage funds captured in this fall. However, the firm bounced in 2023, increasing more than 19% after strategically reducing some of its private investments.
According to an investor letter received by Financial Times, the public portfolio of D1 capital returned 44% by 2024, driven by strategic investments in European shares. This incredible work of earnings continued until 2025, and the fund won 7.7% in January. The capitalization of the capitalization of the discounts of valuation in European markets in relation to the rivals of the United States seems to have been in great success. Speaking of this, Sundheim stated in the letter:
“We believe that there is currently an extremely attractive opportunity to buy large companies that market non-American exchanges.”
The billionaire is also an important advocate of artificial intelligence and believes that public companies represent the best way to capitalize on the boom of AI. Speaking at the end of 2024, he explained that, unlike previous technological advances, it would have an impact on almost every sectors, which caused companies in the industries invested in their development. Large public corporations, he said, have resources and scale needed to effectively implement AI initiatives, giving them an advantage over smaller and more agile companies. Sundheim emphasized that the companies that invest in today do so with a long-term vision, realizing that the substantial substantial infrastructure suggests that the yields will be able to reach the next decade, not the next quarter.
For this list, we chose 13f Partner’s portfolio shares at the end of the fourth quarter of 2024. These actions are also popular with elite coverage funds.
Why are we interested in the stocks that cover the funds? The reason is simple: our research has shown that we can overcome the market by imitating the best stock options for the best coverage funds. The strategy of our quarterly bulletin selects 14 stocks of small layers and large layers each quarter and has returned 373.4% since May 2014, surpassing its reference point at 218 percentage points (Check out more details here)).
Invent, Inc. (ENTG) Is the best team of semiconductor teams to buy according to analysts?
A technician with a specialized dress in the clean room, preparing a microcontamination control pipeline.
D1 Capital Partners from the fourth quarter: $ 272.7 million
Number of coverage fund holders: 47
Entegris, Inc. (NASDAQ: ENTG) is a global semiconductor equipment company that mainly provides products and services that help chips manufacturers maintain their products purity during manufacturing processes.
Entegris, Inc. (NASDAQ: ENTG) published results of the fourth quarter of 2024 that exceeded expectations analysts, with a good profit of $ 0.84 and revenue of $ 849.84 million, both exceeding the average forecast. However, the company offered a lower orientation than expected for the first quarter of 2025, estimating adjusted EPS from 0.64 to $ 0.71 and $ 775 million revenue at $ 805 million. That said, Entelegis, Inc. (NASDAQ: ENTG) has reached a significant milestone in being included in the S&P Midcap 400 index, which can increase its visibility to investors.
In addition, on April 16, Entegris, Inc. (NASDAQ: ENTG) He reported that his board of directors had authorized a quarterly cash dividend of $ 0.10 per action to pay on May 21 to registration shareholders at the closing of the business on April 30.
London’s strategy Company Mid Cap declared the following respect for Ectegris, Inc. (NASDAQ: ENTG) Q4 2024 Investor letter:
“Entegris, Inc. (NASDAQ: ENTG) – ENTG had a lower performance during the 4th due to a slower market recovery, particularly in the main areas and 3D NANDs, as well as providing a prudent perspective. That said, their solutions for advanced technology and incremental gains of wafer content should propel a faster recovery next year. ENTG is one of the most diversified actors in the semi-material industry with its size and scale. We are attracted to the high barriers of the industry to the entrance, limited competitors and high switching costs. “
Usually entg 6th In our list of the other options by Daniel Sundheim. Although we recognize ENTG’s potential as an investment, our conviction lies in the belief that some AI actions have a greater promise to obtain higher yields and do it in a shorter period. There is an AI stock that increased since the beginning of 2025, while the popular AI actions lost around 25%. If you are looking for a stock of IA IT More promising, but sells less than five times, see our report on this Ia stock cheap.
