Darsana Capital Partners as of Sept. 30, 2020
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 12 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New York Times Cl A (NYT) | 19.6 | $385M | 9.0M | 42.79 | |
| Ferrari Nv Ord (RACE) | 11.2 | $221M | 1.2M | 184.09 | |
| Uber Technologies (UBER) | 9.3 | $182M | 5.0M | 36.48 | |
| Hilton Worldwide Holdings (HLT) | 8.7 | $171M | 2.0M | 85.32 | |
| Peloton Interactive Cl A Com (PTON) | 8.6 | $169M | 1.7M | 99.24 | |
| Booking Holdings (BKNG) | 7.8 | $154M | 90k | 1710.68 | |
| Novocure Ord Shs (NVCR) | 7.5 | $148M | 1.3M | 111.31 | |
| Warner Music Group Corp Com Cl A (WMG) | 7.1 | $140M | 4.9M | 28.74 | |
| Netflix (NFLX) | 6.9 | $135M | 270k | 500.03 | |
| Guidewire Software (GWRE) | 6.6 | $130M | 1.3M | 104.27 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.7 | $74M | 50k | 1469.60 | |
| Gray Television (GTN) | 2.9 | $58M | 4.2M | 13.77 |
