Darsana Capital Partners

Latest statistics and disclosures from Darsana Capital Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NYT, TSLA, FB, NFLX, RACE, and represent 62.23% of Darsana Capital Partners's stock portfolio.
  • Added to shares of these 5 stocks: TSLA (+$262.00M), SPR (+$90.02M), NYT (+$30.71M), UBER (+$20.94M), SHAK (+$18.87M).
  • Started 2 new stock positions in TSLA, SHAK.
  • Reduced shares in these 7 stocks: BAC (-$135.35M), NFLX (-$131.43M), GOOG (-$116.28M), LK (-$98.40M), BA (-$83.88M), ADSK (-$81.95M), RACE (-$45.77M).
  • Sold out of its positions in BA, LK.
  • Darsana Capital Partners was a net seller of stock by $270.53M.
  • Darsana Capital Partners has $2.12B in assets under management (AUM), dropping by -27.89%.

Portfolio Holdings for Darsana Capital Partners

Companies in the Darsana Capital Partners portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
New York Times Company (NYT) 18.88 13.00M +8% 30.71
Tesla Motors (TSLA) 12.39 500.00k NEW 524.00
Facebook Inc cl a (FB) 11.83 1.50M 166.80
Netflix (NFLX) 9.76 550.00k -38% 375.50
Ferrari Nv Ord (RACE) 9.38 1.30M -18% 152.57
Spirit AeroSystems Holdings (SPR) 9.35 8.26M +83% 23.93
Uber Technologies Inc Com (UBER) 8.91 6.75M +12% 27.92
Autodesk (ADSK) 7.38 1.00M -34% 156.10
Novocure Ltd ord shs (NVCR) 4.30 1.35M 67.34
Gray Television (GTN) 4.06 8.00M 10.74
Alphabet Inc Class C cs (GOOG) 2.75 50.00k -66% 1162.82
Shake Shack Inc cl a (SHAK) 0.89 500.00k NEW 37.74
Bank of America Corporation (BAC) 0.13 125.00k -98% 21.23

Past Filings by Darsana Capital Partners

View past SEC 13F filings by Darsana Capital Partners

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