Darsana Capital Partners LP
CIK 0001609098 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$22.27B
2026 Q2
Positions
16
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
95.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPCX
SPACE EXPLORATION TECHN CORP
77.8%
AMZN
AMAZON COM INC
2.7%
ECHO
ECHOSTAR CORP
2.3%
SHC
SOTERA HEALTH CO
2.2%
GWRE
GUIDEWIRE SOFTWARE INC
2.1%
HCA
HCA HEALTHCARE INC
1.9%
FWONK
LIBERTY MEDIA CORP DEL
1.8%
NYT
NEW YORK TIMES CO MTN BE
1.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.