Darsana Capital Partners LP: 13F holdings
CIK 16090982026Q2
| Positions | 16 |
|---|
| Reported value | $22.3bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 16 (+2 vs prior quarter) |
|---|
| Reported value | $22.3bn (+374.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPCX SPACE EXPLORATION TECHN CORP | 101,461,915 | $17.3bn | 77.8% |
| AMZN AMAZON COM INC | 2,500,000 | $595.9m | 2.7% |
| ECHO ECHOSTAR CORP | 5,000,000 | $507.5m | 2.3% |
| SHC SOTERA HEALTH CO | 27,000,000 | $479.2m | 2.2% |
| GWRE GUIDEWIRE SOFTWARE INC | 3,804,000 | $468.1m | 2.1% |
| HCA HCA HEALTHCARE INC | 1,100,000 | $428.9m | 1.9% |
| FWONK LIBERTY MEDIA CORP DEL | 4,300,000 | $409.1m | 1.8% |
| NYT NEW YORK TIMES CO MTN BE | 5,000,000 | $349.9m | 1.6% |
| DKS DICKS SPORTING GOODS INC | 1,500,000 | $340.2m | 1.5% |
| WMG WARNER MUSIC GROUP CORP | 11,943,199 | $323.3m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1609098")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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