D1 Capital doubled down on its tech bets in the third quarter, adding some big names to its portfolio. The hedge fund, run by Daniel Sundheim, added new positions in Google-parent Alphabet and Micron Technology that were worth more than $150 million each in the third quarter, according to securities filings. The fund also built on its positions in Microsoft and Amazon .
The quarterly hedge fund filing shows only the positions at the end of September, not any details about the trades. One major reduction in the portfolio was Expedia Group , where Sundheim sold almost half his position. D1 also exited positions in Disney and Live Nation during the quarter. Those stakes were worth roughly $70 million and $37 million at the end of June. D1 also added a handful of smaller new positions, worth less than $100 million a piece.