Darsana Capital Partners as of June 30, 2020
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 12 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New York Times Cl A (NYT) | 22.4 | $378M | 9.0M | 42.03 | |
| Ferrari Nv Ord (RACE) | 10.1 | $171M | 1.0M | 171.01 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 9.9 | $168M | 7.0M | 23.94 | |
| Uber Technologies (UBER) | 9.2 | $155M | 5.0M | 31.08 | |
| Peloton Interactive Cl A Com (PTON) | 8.6 | $144M | 2.5M | 57.77 | |
| Netflix (NFLX) | 8.4 | $141M | 310k | 455.04 | |
| Guidewire Software (GWRE) | 6.2 | $105M | 946k | 110.85 | |
| Warner Music Group Corp Com Cl A (WMG) | 6.1 | $103M | 3.5M | 29.50 | |
| Novocure Ord Shs (NVCR) | 6.0 | $101M | 1.7M | 59.30 | |
| Gray Television (GTN) | 4.5 | $76M | 5.5M | 13.95 | |
| Hilton Worldwide Holdings (HLT) | 4.4 | $74M | 1.0M | 73.45 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.2 | $71M | 50k | 1413.62 |
