Darsana Capital Partners LP
Darsana Capital Partners LP reported 16 US-listed holdings worth $22.27 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Space Exploration Techn Corp. Class A Com STK (77.8%), Amazon.com Inc. (2.7%) and EchoStar Corp. (2.3%). Against the quarter before, it opened 3 positions, added to 5, trimmed 4 and sold out of 1.
Reported holdings$22.27B+374.1% on Q1 2026
Positions16+2 on Q1 2026
The largest ten95.4%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toHeldTrimmed
The 14 largest of its 16 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 3Added 5Held 4Trimmed 4Sold out 1
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 3
- Space Exploration Techn Corp. Class A Com STK SPCX$17.34 billion
- Amazon.com Inc. AMZN$595.9 million
- Meta Platforms, Inc. META$169.0 million
Added to 5
- HCA Healthcare, Inc. HCA+350,000 shares · +47%
- Wingstop Inc. WING+250,000 shares · +20%
- Dick'S Sporting Goods, Inc. DKS+125,000 shares · +9%
- Sotera Health Co. SHC+1.0 million shares · +4%
- Warner Music Group Corp. WMG+93,199 shares · +1%
Trimmed 4
- Vertiv Holdings Co. VRT-755,094 shares · -76%
- EchoStar Corp. ECHO-2.0 million shares · -29%
- Guidewire Software, Inc. GWRE-196,000 shares · -5%
- New York Times Co. NYT-38,727 shares · -1%
Sold out of 1
- Somnigroup International Inc. SGI$196.3 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Space Exploration Techn Corp. Class A Com STK SPCX | 101,461,915 | $17.34 billion | 77.85% | new |
| Amazon.com Inc. AMZN | 2,500,000 | $595.9 million | 2.68% | new |
| EchoStar Corp. ECHO | 5,000,000 | $507.5 million | 2.28% | -2,000,000 |
| Sotera Health Co. SHC | 27,000,000 | $479.2 million | 2.15% | +1,000,000 |
| Guidewire Software, Inc. GWRE | 3,804,000 | $468.1 million | 2.10% | -196,000 |
| HCA Healthcare, Inc. HCA | 1,100,000 | $428.9 million | 1.93% | +350,000 |
| Liberty Media Corp. Del FWONK | 4,300,000 | $409.1 million | 1.84% | no change |
| New York Times Co. NYT | 5,000,000 | $349.9 million | 1.57% | -38,727 |
| Dick'S Sporting Goods, Inc. DKS | 1,500,000 | $340.2 million | 1.53% | +125,000 |
| Warner Music Group Corp. WMG | 11,943,199 | $323.3 million | 1.45% | +93,199 |
| Wingstop Inc. WING | 1,500,000 | $260.1 million | 1.17% | +250,000 |
| Equifax Inc. EFX | 1,500,000 | $238.1 million | 1.07% | no change |
| Charles Schwab Corp. SCHW | 2,250,000 | $207.6 million | 0.93% | no change |
| Meta Platforms, Inc. META | 300,000 | $169.0 million | 0.76% | new |
| Vertiv Holdings Co. VRT | 244,906 | $82.0 million | 0.37% | -755,094 |
| Liberty Media Corp. Del FWONA | 850,000 | $74.4 million | 0.33% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.