Darsana Capital Partners as of June 30, 2019
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 15 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spirit AeroSystems Holdings (SPR) | 17.8 | $549M | 6.8M | 81.37 | |
| Bank of America Corporation (BAC) | 11.3 | $348M | 12M | 29.00 | |
| Ferrari Nv Ord (RACE) | 10.5 | $323M | 2.0M | 161.42 | |
| Autodesk (ADSK) | 8.9 | $273M | 1.7M | 162.90 | |
| New York Times Company (NYT) | 8.0 | $248M | 7.6M | 32.62 | |
| Alphabet Inc Class C cs (GOOG) | 7.4 | $227M | 210k | 1080.91 | |
| Facebook Inc cl a (META) | 6.3 | $193M | 1.0M | 193.00 | |
| Booking Holdings (BKNG) | 5.8 | $178M | 95k | 1874.71 | |
| Gray Television (GTN) | 4.8 | $148M | 9.0M | 16.39 | |
| Altaba | 4.2 | $128M | 1.9M | 69.37 | |
| Uber Technologies (UBER) | 3.8 | $118M | 2.5M | 46.38 | |
| Boeing Company (BA) | 3.6 | $112M | 309k | 364.01 | |
| Novocure Ltd ord (NVCR) | 3.1 | $95M | 1.5M | 63.23 | |
| Netflix (NFLX) | 3.0 | $92M | 250k | 367.32 | |
| Luckin Coffee (LKNCY) | 1.6 | $49M | 2.5M | 19.49 |
