Darsana Capital Partners LP: 13F holdings, Q2 2026
Darsana Capital Partners LP reported 16 positions worth $22.27B in its Form 13F for Q2 2026 (vs. $4.70B in Q1 2026), filed 2026-08-14.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | $17.34B | 77.8% | 101,461,915 | new |
| AMZN | AMAZON.COM INC | $595.85M | 2.7% | 2,500,000 | new |
| ECHO | ECHOSTAR CORP | $507.50M | 2.3% | 5,000,000 | -29% |
| SHC | SOTERA HEALTH CO | $479.25M | 2.2% | 27,000,000 | +4% |
| - | GUIDEWIRE SOFTWARE INC | $468.08M | 2.1% | 3,804,000 | -5% |
| - | HCA HEALTHCARE INC | $428.88M | 1.9% | 1,100,000 | +47% |
| FWONA | LIBERTY MEDIA CORP DEL | $409.10M | 1.8% | 4,300,000 | same |
| NYT | NEW YORK TIMES CO MTN BE | $349.90M | 1.6% | 5,000,000 | -1% |
| DKS | DICKS SPORTING GOODS INC | $340.21M | 1.5% | 1,500,000 | +9% |
| WMG | WARNER MUSIC GROUP CORP | $323.30M | 1.5% | 11,943,199 | +1% |
| WING | WINGSTOP INC | $260.12M | 1.2% | 1,500,000 | +20% |
| - | EQUIFAX INC | $238.08M | 1.1% | 1,500,000 | same |
| - | SCHWAB CHARLES CORP | $207.61M | 0.9% | 2,250,000 | same |
| META | META PLATFORMS INC | $168.99M | 0.8% | 300,000 | new |
| - | VERTIV HOLDINGS CO | $82.00M | 0.4% | 244,906 | -76% |
| FWONA | LIBERTY MEDIA CORP DEL | $74.41M | 0.3% | 850,000 | same |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| SGI | SOMNIGROUP INTERNATIONAL INC | $196.29M |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.