Darsana Capital Partners as of March 31, 2021
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 18 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New York Times Cl A (NYT) | 14.1 | $506M | 10M | 50.62 | |
| Doordash Cl A (DASH) | 12.9 | $462M | 3.5M | 131.13 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.7 | $310M | 150k | 2068.63 | |
| Microsoft Corporation (MSFT) | 7.6 | $271M | 1.2M | 235.77 | |
| Guidewire Software (GWRE) | 7.1 | $254M | 2.5M | 101.63 | |
| Facebook Cl A (META) | 7.0 | $250M | 850k | 294.53 | |
| Ferrari Nv Ord (RACE) | 5.8 | $209M | 1.0M | 209.28 | |
| Hilton Worldwide Holdings (HLT) | 5.1 | $181M | 1.5M | 120.92 | |
| Peloton Interactive Cl A Com (PTON) | 4.7 | $169M | 1.5M | 112.44 | |
| Comcast Corp Cl A (CMCSA) | 4.5 | $162M | 3.0M | 54.11 | |
| Warner Music Group Corp Com Cl A (WMG) | 4.0 | $144M | 4.2M | 34.33 | |
| Netflix (NFLX) | 3.6 | $130M | 250k | 521.66 | |
| Shopify Cl A (SHOP) | 3.6 | $127M | 115k | 1106.50 | |
| News Corp Cl A (NWSA) | 3.6 | $127M | 5.0M | 25.43 | |
| Inari Medical Ord (NARI) | 3.1 | $111M | 1.0M | 107.00 | |
| Gray Television (GTN) | 1.9 | $66M | 3.6M | 18.40 | |
| Novocure Ord Shs (NVCR) | 1.8 | $66M | 500k | 132.18 | |
| Driven Brands Hldgs (DRVN) | 0.8 | $30M | 1.2M | 25.42 |
