Darsana Capital Partners LP
Darsana Capital Partners LP reported 16 positions worth $22.27B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPCX (77.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPCX | SH | $17.34B | 77.85% | 101,461,915 | — | — | |
| ▸ 2 | AMZN | SH | $595.9M | 2.68% | 2,500,000 | — | — | |
| ▸ 3 | ECHO | SH | $507.5M | 2.28% | 5,000,000 | — | — | |
| ▸ 4 | SHC | SH | $479.3M | 2.15% | 27,000,000 | — | — | |
| ▸ 5 | GWRE | SH | $468.1M | 2.10% | 3,804,000 | — | — | |
| ▸ 6 | HCA | SH | $428.9M | 1.93% | 1,100,000 | — | — | |
| ▸ 7 | FWONK | SH | $409.1M | 1.84% | 4,300,000 | — | — | |
| ▸ 8 | NYT | SH | $349.9M | 1.57% | 5,000,000 | — | — | |
| ▸ 9 | DKS | SH | $340.2M | 1.53% | 1,500,000 | — | — | |
| ▸ 10 | WMG | SH | $323.3M | 1.45% | 11,943,199 | — | — |
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Frequently Asked Questions
What stocks does Darsana Capital Partners LP hold as of Q2 2026?
Darsana Capital Partners LP reported 16 positions worth $22.27B in its Q2 2026 13F filing. Largest positions: SPCX (77.8%), AMZN (2.7%), ECHO (2.3%), SHC (2.2%) and GWRE (2.1%).
What did Darsana Capital Partners LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Darsana Capital Partners LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.