Darsana Capital Partners as of March 31, 2018
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 15 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Alphabet Inc Class C cs (GOOG) | 17.4 | $542M | 525k | 1031.79 | |
Spirit AeroSystems Holdings (SPR) | 14.8 | $460M | 5.5M | 83.70 | |
New York Times Company (NYT) | 11.6 | $362M | 15M | 24.10 | |
Autodesk (ADSK) | 8.8 | $273M | 2.2M | 125.58 | |
Facebook Inc cl a (META) | 7.7 | $240M | 1.5M | 159.79 | |
Bank of America Corporation (BAC) | 6.2 | $195M | 6.5M | 29.99 | |
Ferrari Nv Ord (RACE) | 5.8 | $181M | 1.5M | 120.52 | |
Netflix (NFLX) | 5.2 | $162M | 550k | 295.35 | |
Booking Holdings (BKNG) | 5.0 | $156M | 75k | 2080.39 | |
TransDigm Group Incorporated (TDG) | 4.4 | $138M | 450k | 306.94 | |
Altaba | 4.4 | $137M | 1.9M | 74.04 | |
Gray Television (GTN) | 3.1 | $96M | 7.6M | 12.70 | |
Carter's (CRI) | 2.5 | $78M | 750k | 104.10 | |
Iqiyi (IQ) | 2.0 | $62M | 4.0M | 15.55 | |
Social Cap Hedosophia Hldgs unit 99/99/9999 | 1.2 | $37M | 3.5M | 10.57 |