Darsana Capital Partners LP 13F holdings
Darsana Capital Partners LP reported 15 positions with a total reported value of $22.3B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: SPCX SPACE EXPLORATION TECHN CORP (77.8%), AMZN AMAZON COM INC (2.7%), ECHO ECHOSTAR CORP (2.3%), FWONA LIBERTY MEDIA CORP DEL (2.2%), SHC SOTERA HEALTH CO (2.2%). Against 2026-03-31 it opened 3 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPCX SPACE EXPLORATION TECHN CORP | 101,461,915 | $17.3B | 77.8% |
| AMZN AMAZON COM INC | 2,500,000 | $595.9M | 2.7% |
| ECHO ECHOSTAR CORP | 5,000,000 | $507.5M | 2.3% |
| FWONA LIBERTY MEDIA CORP DEL | 5,150,000 | $483.5M | 2.2% |
| 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% |
| 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% |
| WING WINGSTOP INC | 1,500,000 | $260.1M | 1.2% |
| EFX EQUIFAX INC | 1,500,000 | $238.1M | 1.1% |
| SCHW SCHWAB CHARLES CORP | 2,250,000 | $207.6M | 0.9% |
| META META PLATFORMS INC | 300,000 | $169.0M | 0.8% |
| VRT VERTIV HOLDINGS CO | 244,906 | $82.0M | 0.4% |
New positions this quarter
Sold out
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| SGI SOMNIGROUP INTERNATIONAL INC | 2,655,469 | $196.3M | 4.2% |
Biggest increases and decreases
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| HCA HCA HEALTHCARE INC | 750,000 | 1,100,000 | +46.7% | $428.9M |
| WING WINGSTOP INC | 1,250,000 | 1,500,000 | +20.0% | $260.1M |
| DKS DICKS SPORTING GOODS INC | 1,375,000 | 1,500,000 | +9.1% | $340.2M |
| SHC SOTERA HEALTH CO | 26,000,000 | 27,000,000 | +3.8% | $479.2M |
| WMG WARNER MUSIC GROUP CORP | 11,850,000 | 11,943,199 | +0.8% | $323.3M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VRT VERTIV HOLDINGS CO | 1,000,000 | 244,906 | -75.5% | $82.0M |
| ECHO ECHOSTAR CORP | 7,000,000 | 5,000,000 | -28.6% | $507.5M |
| GWRE GUIDEWIRE SOFTWARE INC | 4,000,000 | 3,804,000 | -4.9% | $468.1M |
| NYT NEW YORK TIMES CO MTN BE | 5,038,727 | 5,000,000 | -0.8% | $349.9M |
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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