Darsana Capital Partners as of June 30, 2021
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 17 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Cl A (META) | 13.3 | $469M | 1.4M | 347.71 | |
| New York Times Cl A (NYT) | 11.7 | $410M | 9.4M | 43.55 | |
| Doordash Cl A (DASH) | 9.4 | $330M | 1.9M | 178.33 | |
| Guidewire Software (GWRE) | 8.0 | $282M | 2.5M | 112.72 | |
| Microsoft Corporation (MSFT) | 7.7 | $271M | 1.0M | 270.90 | |
| Ferrari Nv Ord (RACE) | 7.3 | $258M | 1.3M | 206.05 | |
| Peloton Interactive Cl A Com (PTON) | 6.3 | $223M | 1.8M | 124.02 | |
| Shopify Cl A (SHOP) | 6.2 | $219M | 150k | 1460.98 | |
| Comcast Corp Cl A (CMCSA) | 5.7 | $200M | 3.5M | 57.02 | |
| Hilton Worldwide Holdings (HLT) | 5.1 | $181M | 1.5M | 120.62 | |
| Novocure Ord Shs (NVCR) | 4.4 | $155M | 700k | 221.82 | |
| Warner Music Group Corp Com Cl A (WMG) | 4.3 | $152M | 4.2M | 36.04 | |
| Inari Medical Ord (NARI) | 3.9 | $138M | 1.5M | 93.28 | |
| Amazon (AMZN) | 2.9 | $103M | 30k | 3440.17 | |
| Didi Global Sponsored Ads (DIDIY) | 1.7 | $60M | 4.3M | 14.14 | |
| Gray Television (GTN) | 1.0 | $35M | 1.5M | 23.40 | |
| Full Truck Alliance Sponsored Ads (YMM) | 0.9 | $31M | 1.5M | 20.38 |
