Fund Holdings — Darsana Capital Partners LP

Total Portfolio Value:
$22.27B
Total Bought:
$18.44B
Total Sold:
$879.01M
Net Transaction:
+$17.56B
Notable People:
Darsana Capital Partners Gp Llc, Anand Kishor Desai
Securities
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SharesValue
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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Space Exploration Techn CorpCL A0101,461,915+101,461,915$0$17.34B77.85%+$17.34B
Amazon.com, Inc.(AMZN)02,500,000+2,500,000$0$595.85M2.68%+$595.85M
EchoStar CorporationCL A(ECHO)7,000,0005,000,000-2,000,000$819.49M$507.50M2.28%-$311.99M
Sotera Health Company(SHC)26,000,00027,000,000+1,000,000$372.84M$479.25M2.15%+$106.41M
Guidewire Software, Inc.(GWRE)4,000,0003,804,000-196,000$598.24M$468.08M2.10%-$130.16M
HCA Healthcare, Inc.(HCA)750,0001,100,000+350,000$354.93M$428.88M1.93%+$73.95M
Formula One GroupCOM LBTY ONE S C(FWONA)4,300,0004,300,0000$365.59M$409.10M1.84%+$43.52M
The New York Times CompanyCL A(NYT)5,038,7275,000,000-38,727$421.89M$349.90M1.57%-$71.99M
DICK'S Sporting Goods, Inc.(DKS)1,375,0001,500,000+125,000$272.65M$340.21M1.53%+$67.57M
Warner Music Group Corp.CL A(WMG)11,850,00011,943,199+93,199$302.65M$323.30M1.45%+$20.65M
Wingstop Inc.(WING)1,250,0001,500,000+250,000$193.71M$260.12M1.17%+$66.40M
Equifax Inc.(EFX)1,500,0001,500,0000$270.11M$238.08M1.07%-$32.02M
The Charles Schwab Corporation(SCHW)2,250,0002,250,0000$211.46M$207.61M0.93%-$3.85M
Meta Platforms, Inc.CL A(META)0300,000+300,000$0$168.99M0.76%+$168.99M
Vertiv Holdings CoCL A(VRT)1,000,000244,906-755,094$250.58M$82.00M0.37%-$168.58M
Formula One GroupCOM LBTY ONE S A(FWONA)850,000850,0000$66.37M$74.41M0.33%+$8.04M
Somnigroup International Inc.(SGI)2,655,4690-2,655,469$196.29M$0—-$196.29M
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Darsana Capital Partners LP — 13F Holdings — Q2 2026 | TickerTrail