{"id":4062,"date":"2026-05-16T07:39:10","date_gmt":"2026-05-16T07:39:10","guid":{"rendered":"https:\/\/echeloncreativemedia.com\/marketvows\/2026\/05\/16\/d1-capital-overhauls-tech-holdings-dumps-meta-bets-big-on-amazon-and-ai\/"},"modified":"2026-05-16T07:39:10","modified_gmt":"2026-05-16T07:39:10","slug":"d1-capital-overhauls-tech-holdings-dumps-meta-bets-big-on-amazon-and-ai","status":"publish","type":"post","link":"https:\/\/echeloncreativemedia.com\/marketvows\/2026\/05\/16\/d1-capital-overhauls-tech-holdings-dumps-meta-bets-big-on-amazon-and-ai\/","title":{"rendered":"D1 Capital Overhauls Tech Holdings: Dumps Meta, Bets Big on Amazon and AI"},"content":{"rendered":"<p>Hedge fund D1 Capital, led by Daniel Sundheim, has significantly adjusted its technology stock portfolio. The fund completely exited its substantial stake in Meta Platforms and also sold off holdings in Synopsys and Arista Networks. Conversely, D1 Capital substantially increased its investment in Amazon and expanded its positions in key artificial intelligence companies like Broadcom and Nvidia, while also initiating new stakes in Alphabet, ASML, and Taiwan Semiconductor.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/image.cnbcfm.com\/api\/v1\/image\/107353146-1704202086024-gettyimages-1893311641-SPORTS-FBN-FOWLER-COLUMN-SPORTSPLUS-LX.jpeg?v=1772027099&amp;w=600&amp;h=300&amp;vtcrop=y\" alt=\"Related article image\" \/><\/p>\n<p><\/p>\n<p style=\"text-align: left;font-style: normal;font-weight: bold\"><a href=\"https:\/\/www.cnbc.com\/2026\/05\/15\/sundheims-d1-capital-bought-several-tech-stocks-last-quarter-with-one-big-exception.html\" target=\"_blank\" rel=\"noopener noreferrer\">READ MORE FROM CNBC<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hedge fund D1 Capital, led by Daniel Sundheim, has significantly adjusted its technology stock portfolio. The fund completely exited its substantial stake in Meta Platforms and also sold off holdings in Synopsys and Arista Networks. Conversely, D1 Capital substantially increased its investment in Amazon and expanded its positions in key artificial intelligence companies like Broadcom [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":4063,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/107353146-1704202086024-gettyimages-1893311641-SPORTS-FBN-FOWLER-COLUMN-SPORTSPLUS-LX.jpeg?v=1772027099&amp;w=600&amp;h=300&amp;vtcrop=y","fifu_image_alt":"","footnotes":""},"categories":[31],"tags":[],"class_list":["post-4062","post","type-post","status-publish","format-standard","has-post-thumbnail","category-technology","rifnote_executive-daniel-sundheim"],"fifu_image_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/107353146-1704202086024-gettyimages-1893311641-SPORTS-FBN-FOWLER-COLUMN-SPORTSPLUS-LX.jpeg?v=1772027099&amp;w=600&amp;h=300&amp;vtcrop=y","_links":{"self":[{"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/posts\/4062","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/comments?post=4062"}],"version-history":[{"count":0,"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/posts\/4062\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/media\/4063"}],"wp:attachment":[{"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/media?parent=4062"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/categories?post=4062"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/tags?post=4062"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}