Darsana Capital Partners as of Dec. 31, 2020
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 14 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Doordash Cl A (DASH) | 18.8 | $667M | 4.7M | 142.75 | |
| New York Times Cl A (NYT) | 14.6 | $518M | 10M | 51.77 | |
| Ferrari Nv Ord (RACE) | 8.9 | $316M | 1.4M | 229.52 | |
| Guidewire Software (GWRE) | 8.2 | $290M | 2.3M | 128.73 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.9 | $245M | 140k | 1751.88 | |
| Hilton Worldwide Holdings (HLT) | 6.3 | $223M | 2.0M | 111.26 | |
| Warner Music Group Corp Com Cl A (WMG) | 5.9 | $209M | 5.5M | 37.99 | |
| Booking Holdings (BKNG) | 5.7 | $201M | 90k | 2227.27 | |
| Facebook Cl A (META) | 5.6 | $198M | 725k | 273.16 | |
| Uber Technologies (UBER) | 5.4 | $191M | 3.8M | 51.00 | |
| Netflix (NFLX) | 4.1 | $146M | 270k | 540.73 | |
| Peloton Interactive Cl A Com (PTON) | 3.9 | $137M | 900k | 151.72 | |
| Novocure Ord Shs (NVCR) | 3.7 | $130M | 750k | 173.04 | |
| Gray Television (GTN) | 2.1 | $74M | 4.1M | 17.89 |
