Darsana Capital Partners LP
CIK 1609098
13F filing for Q2 2026・No. 346
- Holdings
- US$22.27B
- Quarter change
- +US$17.57B
- Entries
- 16
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
16 stocks worth US$22.27B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK | — | 101,461,915 | US$17.34B | 77.85% |
| AMZNAmazonCOM | — | 2,500,000 | US$595.85M | 2.68% |
| ECHOECHOSTAR CORPCL A | — | 5,000,000 | US$507.5M | 2.28% |
| SHCSOTERA HEALTH COCOM | — | 27,000,000 | US$479.25M | 2.15% |
| GWREGUIDEWIRE SOFTWARE INCCOM | — | 3,804,000 | US$468.08M | 2.10% |
| HCAHCA HEALTHCARE INCCOM | — | 1,100,000 | US$428.88M | 1.93% |
| FWONKLIBERTY MEDIA CORP DELCOM LBTY ONE S C | — | 4,300,000 | US$409.1M | 1.84% |
| NYTNEW YORK TIMES CO MTN BECL A | — | 5,000,000 | US$349.9M | 1.57% |
| DKSDICKS SPORTING GOODS INCCOM | — | 1,500,000 | US$340.22M | 1.53% |
| WMGWARNER MUSIC GROUP CORPCOM CL A | — | 11,943,199 | US$323.3M | 1.45% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.