Darsana Capital Partners as of March 31, 2020
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 13 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New York Times Company (NYT) | 18.9 | $399M | 13M | 30.71 | |
| Tesla Motors (TSLA) | 12.4 | $262M | 500k | 524.00 | |
| Facebook Inc cl a (META) | 11.8 | $250M | 1.5M | 166.80 | |
| Netflix (NFLX) | 9.8 | $207M | 550k | 375.50 | |
| Ferrari Nv Ord (RACE) | 9.4 | $198M | 1.3M | 152.57 | |
| Spirit AeroSystems Holdings (SPR) | 9.3 | $198M | 8.3M | 23.93 | |
| Uber Technologies (UBER) | 8.9 | $189M | 6.8M | 27.92 | |
| Autodesk (ADSK) | 7.4 | $156M | 1.0M | 156.10 | |
| Novocure Ltd ord (NVCR) | 4.3 | $91M | 1.4M | 67.34 | |
| Gray Television (GTN) | 4.1 | $86M | 8.0M | 10.74 | |
| Alphabet Inc Class C cs (GOOG) | 2.7 | $58M | 50k | 1162.82 | |
| Shake Shack Inc cl a (SHAK) | 0.9 | $19M | 500k | 37.74 | |
| Bank of America Corporation (BAC) | 0.1 | $2.7M | 125k | 21.23 |
