13F-HRCIK 0001609098
Last filed Aug 14, 2026Darsana Capital Partners LP·13F Holdings
$21.5B+421.3% vs prior quarter
- Positions
- 14
- Top-10 weight
- 98%
- Largest
- SPCX · 81%
- Quarter ending
- Jun 30, 2026
- Added
- 6
- Trimmed
- 4
- Sold out
- SGI
- Last filed
- Aug 14, 2026
Portfolio
What does Darsana Capital Partners LP own?
Darsana Capital Partners LP reported 14 long equity positions worth $21.5B for the quarter ending Jun 30, 2026. The largest is SPCX at 81% of reported value. The ten largest positions make up 98% of the portfolio. Against the prior quarter it added to 6 positions, trimmed 4 and sold out of 1. The latest 13F was filed Aug 14, 2026.
Largest positionsValue · weight
- SPCXSpace Exploration Technologies Corp.$17.3B81% of portfolio
- AMZNAmazon.com, Inc.$595.9M2.8% of portfolio
- ECHOEchoStar Corporation$507.5M2.4% of portfolio
- GWREGuidewire Software Inc.$468.1M2.2% of portfolio
- HCAHCA Healthcare, Inc.$428.9M2.0% of portfolio
- FWONKLiberty Media Corporation Series C Liberty Formula One$409.1M1.9% of portfolio
- NYTNew York Times Company (The)$349.9M1.6% of portfolio
- DKSDick's Sporting Goods Inc$340.2M1.6% of portfolio
- WMGWarner Music Group Corp.$323.3M1.5% of portfolio
- EFXEquifax Inc.$238.1M1.1% of portfolio
Sector tilt
Which sectors does Darsana Capital Partners LP lean on?
Industrials (84%) and Consumer Cyclical (6.7%) are the two largest sectors by reported value.
By share of reported value, across 14 classified tickers.
Quarter changes
What did Darsana Capital Partners LP buy and sell last quarter?
Largest additions last quarterEst. value
Reported value
How has Darsana Capital Partners LP's 13F value moved?
Reported value went from $3.7B to $21.5B over 4 quarters. It moves with prices and with buying and selling, so it is not a fund return.
$3.7BSep 2025
$4.3BDec 2025
$4.1BMar 2026
$21.5BJun 2026
Latest 13F
What Darsana Capital Partners LP changed in its latest 13F
| Company | Change | Shares vs prior | Est. value | Filed |
|---|---|---|---|---|
| Space Exploration Technologies Corp. SPCX | New | $17.3B | Aug 14, 2026 | |
| Amazon.com, Inc. AMZN | New | $595.9M | Aug 14, 2026 | |
| Vertiv Holdings, LLC VRT | -76% | $252.8M | Aug 14, 2026 | |
| EchoStar Corporation ECHO | -29% | $203.0M | Aug 14, 2026 | |
| Somnigroup International Inc. SGI | -100% | $196.3M | Aug 14, 2026 | |
| Meta Platforms, Inc. META | New | $169.0M | Aug 14, 2026 | |
| HCA Healthcare, Inc. HCA | +47% | $136.5M | Aug 14, 2026 | |
| Dick's Sporting Goods Inc DKS | +9.1% | $28.4M | Aug 14, 2026 | |
| Guidewire Software Inc. GWRE | -4.9% | $24.1M | Aug 14, 2026 | |
| New York Times Company (The) NYT | -0.8% | $2.7M | Aug 14, 2026 | |
| Warner Music Group Corp. WMG | +0.8% | $2.5M | Aug 14, 2026 |