Darsana Capital Partners
Latest statistics and disclosures from Darsana Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPCX, AMZN, Echostar Corporation, SHC, GWRE, and represent 87.06% of Darsana Capital Partners's stock portfolio.
- Added to shares of these 8 stocks: SPCX (+$17B), AMZN (+$596M), META (+$169M), HCA (+$137M), WING (+$43M), DKS (+$28M), SHC (+$18M), WMG.
- Started 3 new stock positions in SPCX, AMZN, META.
- Reduced shares in these 5 stocks: VRT (-$253M), Echostar Corporation (-$203M), , GWRE (-$24M), NYT.
- Sold out of its position in SGI.
- Darsana Capital Partners was a net buyer of stock by $18B.
- Darsana Capital Partners has $22B in assets under management (AUM), dropping by 374.13%.
- Central Index Key (CIK): 0001609098
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Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 16 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 77.8 | $17B | NEW | 102M | 170.86 |
|
| Amazon (AMZN) | 2.7 | $596M | NEW | 2.5M | 238.34 |
|
| Echostar Corp Cl A | 2.3 | $508M | -28% | 5.0M | 101.50 |
|
| Sotera Health (SHC) | 2.2 | $479M | +3% | 27M | 17.75 |
|
| Guidewire Software (GWRE) | 2.1 | $468M | -4% | 3.8M | 123.05 |
|
| Hca Holdings (HCA) | 1.9 | $429M | +46% | 1.1M | 389.89 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.8 | $409M | 4.3M | 95.14 |
|
|
| New York Times Co Mtn Be Cl A (NYT) | 1.6 | $350M | 5.0M | 69.98 |
|
|
| Dick's Sporting Goods (DKS) | 1.5 | $340M | +9% | 1.5M | 226.81 |
|
| Warner Music Group Corp Com Cl A (WMG) | 1.5 | $323M | 12M | 27.07 |
|
|
| Wingstop (WING) | 1.2 | $260M | +20% | 1.5M | 173.41 |
|
| Equifax (EFX) | 1.1 | $238M | 1.5M | 158.72 |
|
|
| Charles Schwab Corporation (SCHW) | 0.9 | $208M | 2.3M | 92.27 |
|
|
| Meta Platforms Cl A (META) | 0.8 | $169M | NEW | 300k | 563.29 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.4 | $82M | -75% | 245k | 334.82 |
|
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.3 | $74M | 850k | 87.54 |
|
Past Filings by Darsana Capital Partners
SEC 13F filings are viewable for Darsana Capital Partners going back to 2014
- Darsana Capital Partners 2026 Q2 filed Aug. 14, 2026
- Darsana Capital Partners 2026 Q1 filed May 15, 2026
- Darsana Capital Partners 2025 Q4 filed Feb. 17, 2026
- Darsana Capital Partners 2025 Q3 filed Nov. 14, 2025
- Darsana Capital Partners 2025 Q2 filed Aug. 14, 2025
- Darsana Capital Partners 2025 Q1 filed May 15, 2025
- Darsana Capital Partners 2024 Q4 filed Feb. 14, 2025
- Darsana Capital Partners 2024 Q3 filed Nov. 14, 2024
- Darsana Capital Partners 2024 Q2 filed Aug. 14, 2024
- Darsana Capital Partners 2024 Q1 filed May 15, 2024
- Darsana Capital Partners 2023 Q4 filed Feb. 14, 2024
- Darsana Capital Partners 2023 Q3 filed Nov. 14, 2023
- Darsana Capital Partners 2023 Q2 filed Aug. 14, 2023
- Darsana Capital Partners 2023 Q1 filed May 15, 2023
- Darsana Capital Partners 2022 Q4 filed Feb. 14, 2023
- Darsana Capital Partners 2022 Q3 filed Nov. 14, 2022