RAAS - Dan Sundheim's D-1 Capital exits JPMorgan Alphabet adds T-Mobile Peloton
Dan Sundheim's D-1 Capital exits Advance Auto Parts (AAP), Alphabet (GOOG), AvalonBay (AVB),and Chindata Group (CD), and JPMorgan Chase (JPM), according to its latest 13F filing.Takes new stakes in Cloopen Group Holdings (RAAS) with 575K ADSs, Peloton (PTON) with 2.04M shares, and T-Mobile USA (TMUS) with 4.74M shares.Boosts stakes in Baxter (BAX) to ~3.25M shares from 2.05M, Datadog (DDOG) to 5.36M shares from 3.92M, New Oriental Education & Technology (EDU) to 25.0M ADRs from 400KReduces stakes in Carvana (CVNA) to ~2.00M shares from 3.36M, Walt Disney (DIS) to 1.15M shares from 4.63M, Facebook (FB) to 2.80M shares from 3.64M.
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Dan Sundheim's D-1 Capital exits JPMorgan, Alphabet, adds T-Mobile, Peloton