§ 13F · FUND PROFILE
Darsana Capital Partners LP.
AUM · $22.3B (13F)Positions · 16Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$18.1B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | 101.46M | $17.3B | 77.8% | NEW |
| 2 | AMZN | AMAZON COM INC | 2.50M | $596M | 2.7% | NEW |
| 3 | SATS | ECHOSTAR CORP | 5.00M | $508M | 2.3% | −29% |
| 4 | SHC | SOTERA HEALTH CO | 27.00M | $479M | 2.2% | +4% |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | 3.80M | $468M | 2.1% | −5% |
| 6 | HCA | HCA HEALTHCARE INC | 1.10M | $429M | 1.9% | +47% |
| 7 | FWONK | LIBERTY MEDIA CORP DEL | 4.30M | $409M | 1.8% | ±0% |
| 8 | NYT | NEW YORK TIMES CO MTN BE | 5.00M | $350M | 1.6% | −1% |
| 9 | DKS | DICKS SPORTING GOODS INC | 1.50M | $340M | 1.5% | +9% |
| 10 | WMG | WARNER MUSIC GROUP CORP | 11.94M | $323M | 1.5% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DARSANA SIGNAL
AC read
Darsana Capital Partners LP is a Other fund managing $22.3 billion in assets. The fund runs a focused portfolio of just 16 positions.
Read the full dossier →