Darsana Capital Partners as of Sept. 30, 2021
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 15 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New York Times Cl A (NYT) | 13.8 | $419M | 8.5M | 49.27 | |
| Ferrari Nv Ord (RACE) | 10.3 | $314M | 1.5M | 209.12 | |
| Shopify Cl A (SHOP) | 10.1 | $305M | 225k | 1355.78 | |
| Guidewire Software (GWRE) | 9.8 | $297M | 2.5M | 118.87 | |
| Facebook Cl A (META) | 8.9 | $272M | 800k | 339.39 | |
| Rh (RH) | 8.8 | $267M | 400k | 666.91 | |
| Hilton Worldwide Holdings (HLT) | 6.5 | $198M | 1.5M | 132.11 | |
| Comcast Corp Cl A (CMCSA) | 6.4 | $196M | 3.5M | 55.93 | |
| Warner Music Group Corp Com Cl A (WMG) | 5.9 | $180M | 4.2M | 42.74 | |
| Peloton Interactive Cl A Com (PTON) | 5.2 | $157M | 1.8M | 87.05 | |
| Inari Medical Ord (NARI) | 3.8 | $116M | 1.4M | 81.10 | |
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 3.8 | $114M | 2.3M | 50.64 | |
| Amazon (AMZN) | 3.2 | $99M | 30k | 3285.03 | |
| Novocure Ord Shs (NVCR) | 2.7 | $81M | 700k | 116.17 | |
| Gray Television (GTN) | 0.7 | $22M | 981k | 22.82 |
