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Darsana Capital Partners LP 13F holdings

Filed 2026-08-14 · Darsana Capital Partners LP · 16 positions · $22.3B

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TickerCompanySharesValue% of portfolio
SPCXSPACE EXPLORATION TECHN CORP101.5M$17.3B77.8%
AMZNAMAZON COM INC2.5M$595.9M2.7%
ECHOECHOSTAR CORP5.0M$507.5M2.3%
SHCSOTERA HEALTH CO27.0M$479.2M2.2%
GWREGUIDEWIRE SOFTWARE INC3.8M$468.1M2.1%
HCAHCA HEALTHCARE INC1.1M$428.9M1.9%
FWONKLIBERTY MEDIA CORP DEL4.3M$409.1M1.8%
NYTNEW YORK TIMES CO MTN BE5.0M$349.9M1.6%
DKSDICKS SPORTING GOODS INC1.5M$340.2M1.5%
WMGWARNER MUSIC GROUP CORP11.9M$323.3M1.5%
WINGWINGSTOP INC1.5M$260.1M1.2%
EFXEQUIFAX INC1.5M$238.1M1.1%
SCHWSCHWAB CHARLES CORP2.2M$207.6M0.9%
METAMETA PLATFORMS INC300.0K$169.0M0.8%
VRTVERTIV HOLDINGS CO244.9K$82.0M0.4%
FWONALIBERTY MEDIA CORP DEL850.0K$74.4M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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