Darsana Capital Partners LP
New York, NY
$22.3bn in 16 US stocks at the end of 30 June 2026. The top 10 are 95.4% of the money. It changed about 81.3% of the portfolio this quarter.
Value
$22.3bn
Stocks
16
Top 10 share
95.4%
Turnover
81.3%
What changed this quarter
New
Bought for the first time this quarter.
- Space Exploration TechnologiesSPCX77.8% of the fund
- Amazon.comAMZN2.7% of the fund
- Meta PlatformsMETA0.8% of the fund
Added
Bought more of a stock they already held.
- Sotera HealthSHC2.2% of the fund+4%
- HCA HealthcareHCA1.9% of the fund+47%
- Dick's Sporting GoodsDKS1.5% of the fund+9%
- WingstopWING1.2% of the fund+20%
Cut
Sold some of their stake.
- EchoStarECHO2.3% of the fund-29%
- Guidewire SoftwareGWRE2.1% of the fund-5%
- Vertiv HoldingsVRT0.4% of the fund-76%
Sold out
Sold their entire stake.
Holdings
- Space Exploration TechnologiesSPCX
- Share
- 77.8%
- Value
- $17.3bn
- Shares
- 101,461,915
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Space Exploration TechnologiesSPCX | 77.8% | $17.3bn | 101,461,915 | New |
| Amazon.comAMZN | 2.7% | $596m | 2,500,000 | New |
| EchoStarECHO | 2.3% | $508m | 5,000,000 | -29% |
| Sotera HealthSHC | 2.2% | $479m | 27,000,000 | +4% |
| Guidewire SoftwareGWRE | 2.1% | $468m | 3,804,000 | -5% |
| HCA HealthcareHCA | 1.9% | $429m | 1,100,000 | +47% |
| Liberty MediaFWONK | 1.8% | $409m | 4,300,000 | Held |
| New York TimesNYT | 1.6% | $350m | 5,000,000 | Held |
| Dick's Sporting GoodsDKS | 1.5% | $340m | 1,500,000 | +9% |
| Warner Music GroupWMG | 1.5% | $323m | 11,943,199 | Held |
| WingstopWING | 1.2% | $260m | 1,500,000 | +20% |
| EquifaxEFX | 1.1% | $238m | 1,500,000 | Held |
| Charles SchwabSCHW | 0.9% | $208m | 2,250,000 | Held |
| Meta PlatformsMETA | 0.8% | $169m | 300,000 | New |
| Vertiv HoldingsVRT | 0.4% | $82m | 244,906 | -76% |
| Liberty MediaFWONA | 0.3% | $74m | 850,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 535.9% since 30 June 2025.
Where the money is
Technology79.9%
Media & telecom8.2%
Retail & consumer5.4%
Health care4.1%
Industrials1.4%
Financial services0.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.