We've compiled it recently 10 Best Stocks Buyed Based on D1 Capital’s Daniel Sundheim. In this article, we will explore other stock picks from Philip Morris International (NYSE:PM) against Daniel Sundheim.
Daniel Sundheim is the founder and chief investment officer of D1 Capital Partners, a global investment company active in both public and private markets. Founded in 2018, hedge funds successfully endured the downturn on the 19th by relying on active investment strategies based on basic research. D1 currently manages $8 billion in public investment and $12 billion in private equity portfolio. The company has a significant business in Silicon Valley, investing in major players such as SpaceX, which accounts for about one-third of its private portfolio.
Of course, it's almost impossible to keep a win for any investor, including billionaires like Daniel Sundheim. Back in 2022, Sundheim experienced one of the most challenging years of his career as the wider stock market was under pressure from rising inflation. Although the S&P 500 fell 19.4%, D1 Capital's performance was poor, down 30.5%, largely due to its massive private market bets on technology startups, with its valuation drastically. D1 Capital is one of several high-profile hedge funds captured in this downturn. However, the company rebounded in 2023, growing by more than 19% after strategically reducing some private investment.
D1 Capital’s public portfolio returned 44% in 2024, driven by strategic investment in European stocks, according to a letter received by the Financial Times. This incredible earnings continued until 2025, with the fund rising 7.7% in January. D1's approach to leveraging valuation discounts in European markets relative to U.S. competitors seems to have been a big success. In this letter, the letter said:
“We think there is a very attractive opportunity to buy great businesses that are traded on non-US exchanges at the moment.”
Billionaires are also a major proponent of artificial intelligence and believe that public companies represent the best way to leverage AI to thrive. He explained in his speech at the end of 2024 that unlike previous technological breakthroughs, AI will have an impact on nearly every industry, prompting companies in various industries to invest heavily in their development. He noted that large public companies have the resources and scale needed to effectively implement AI programs, making them advantageous for smaller and more agile companies. Sundheim further stressed that companies investing in AI today are watching for a long time, realizing the necessary substantial infrastructure that shows that earnings are likely to occur in the next decade, not in the next quarter.
For this list, we selected stocks from the 13F portfolio of D1 Capital Partners from the end of the fourth quarter of 2024. These stocks are also popular among elite hedge funds.
Why are we interested in stocks that hedge funds to accumulate? The reason is simple: Our research shows that we can beat the market by mimicking the top stocks of the best hedge funds. Our strategy for quarterly newsletters selects 14 small and large stocks every quarter, returning 373.4% since May 2014, beating its benchmark by 218 percentage points (See more details here).
A person exhaling from a cigarette indicates the use of tobacco products.
D1 Capital Partners stake as of Q4: $436.8 million
Number of hedge fund holders: 102
Philip Morris International Inc. (NYSE:PM) is a major multinational tobacco company with operations in more than 180 countries. It is known for its flagship Marlboro, which cements its position among the leader of the "Big Tobacco".
On April 24, Stifel analysts raised their price targets to increase their stock in Philip Morris International Inc. (NYSE:PM) while maintaining a buy rating, thereby increasing the price target from $168. The upgrade was the company's solid first-quarter results, which included substantial organic revenue and profit growth, as well as a consistent increase in constant currency earnings per share. Philip Morris reported that organic revenues grew more than 10%, driven by batch growth of more than 4%. Smoke-free products play an important role in this expansion. The company further disclosed that organic operating profit increased by 16% and Continuous Currency EPS increased by 17%. It reported earnings per share of $1.69, above Stifel's forecast and $0.07 and above the premium end it guided.
Overall afternoon Ranked second Among our other stock options for Daniel Sundheim. While we acknowledge the potential for investment, our belief is that certain AI stocks offer higher returns and do this in a shorter time frame. AI stocks have risen since the beginning of 2025, while popular AI stocks have lost about 25%. If you are looking for AI stocks that are more promising than PM but earn less than 5 times the gains, check out our report The cheapest AI stock.
Read the next article: According to the billionaire.
Disclosure: None. This article was originally published in Internal monkey.