Darsana Capital Partners LP — 13F Holdings & Portfolio
CIK 1609098 · latest 13F-HR filed 2026-08-14
Darsana Capital Partners LP manages $22.27B in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPCX (77.85%), AMZN (2.68%), ECHO (2.28%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 1, added to 7, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
22ND FLOOR
NEW YORK, NY 10019
$22.27B
Long-equity book
16
Distinct positions
2026-06-30
Filed 2026-08-14
+3 / −1 / ↑7 / ↓5
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SOTERA HEALTH CO$106.4M +28.5%
- HCA HEALTHCARE INC$73.9M +20.8%
- DICKS SPORTING GOODS INC$67.6M +24.8%
- WINGSTOP INC$66.4M +34.3%
- LIBERTY MEDIA CORP DEL$43.5M +11.9%
Top Trims
- ECHOSTAR CORP-$312.0M -38.1%
- VERTIV HOLDINGS CO-$168.6M -67.3%
- GUIDEWIRE SOFTWARE INC-$130.2M -21.8%
- NEW YORK TIMES CO MTN BE-$72.0M -17.1%
- EQUIFAX INC-$32.0M -11.9%
New Positions
- SPACE EXPLORATION TECHN CORP$17.34B
- AMAZON COM INC$595.9M
- META PLATFORMS INC$169.0M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPACE EXPLORATION TECHN CORP | SPCX | 84615Q103 | $17.34B | 77.85% | 101,461,915 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $595.9M | 2.68% | 2,500,000 | SH |
| 3 | ECHOSTAR CORP | ECHO | 278768106 | $507.5M | 2.28% | 5,000,000 | SH |
| 4 | SOTERA HEALTH CO | SHC | 83601L102 | $479.2M | 2.15% | 27,000,000 | SH |
| 5 | GUIDEWIRE SOFTWARE INC | GWRE | 40171V100 | $468.1M | 2.10% | 3,804,000 | SH |
| 6 | HCA HEALTHCARE INC | HCA | 40412C101 | $428.9M | 1.93% | 1,100,000 | SH |
| 7 | LIBERTY MEDIA CORP DEL | FWONK | 531229755 | $409.1M | 1.84% | 4,300,000 | SH |
| 8 | NEW YORK TIMES CO MTN BE | NYT | 650111107 | $349.9M | 1.57% | 5,000,000 | SH |
| 9 | DICKS SPORTING GOODS INC | DKS | 253393102 | $340.2M | 1.53% | 1,500,000 | SH |
| 10 | WARNER MUSIC GROUP CORP | WMG | 934550203 | $323.3M | 1.45% | 11,943,199 | SH |
| 11 | WINGSTOP INC | WING | 974155103 | $260.1M | 1.17% | 1,500,000 | SH |
| 12 | EQUIFAX INC | EFX | 294429105 | $238.1M | 1.07% | 1,500,000 | SH |
| 13 | SCHWAB CHARLES CORP | SCHW | 808513105 | $207.6M | 0.93% | 2,250,000 | SH |
| 14 | META PLATFORMS INC | META | 30303M102 | $169.0M | 0.76% | 300,000 | SH |
| 15 | VERTIV HOLDINGS CO | VRT | 92537N108 | $82.0M | 0.37% | 244,906 | SH |
| 16 | LIBERTY MEDIA CORP DEL | FWONA | 531229771 | $74.4M | 0.33% | 850,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $22.27B | 16 | 0001172661-26-003746 |
| 2026-03-31 | 2026-05-15 | $4.70B | 14 | 0001172661-26-002303 |
| 2025-12-31 | 2026-02-17 | $5.02B | 16 | 0001172661-26-000954 |
| 2025-09-30 | 2025-11-14 | $4.25B | 14 | 0001172661-25-005020 |