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 and exited 1; 7 existing positions rose in reported value and 5 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 95.4%Cumulative share of the portfolio held in the largest N positions.
22ND FLOOR
NEW YORK, NY 10019
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| DARSANA CAPITAL PARTNERS GP LLC Control | GENERAL PARTNER | Less than 5% | Domestic Entity |
| DESAI, ANAND, KISHOR Control | CHIEF EXECUTIVE OFFICER AND SOLE MEMBER | 75% or more | Individual |
| DESAI, ANAND, KISHOR Control | MANAGING PARTNER | 75% or more | Individual |
| FERRANTE, CHRISTIAN, JOSEPH Control | CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER | Less than 5% | Individual |
| GRAY, ANABELLE, PEREZ Control | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | Less than 5% | Individual |
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
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
Darsana Capital Partners LP Holdings (2026-06-30)
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 |
22ND FLOOR
NEW YORK, NY 10019