Data › Fund holdings › Every fund › Darsana Capital Partners LPDarsana Capital Partners LP Form 13F · CIK 1609098. Holdings on 30 Jun 2026, as filed with the SEC on 14 Aug 2026, each set beside the March 2026 quarter. The 13F on the SEC's site .
Darsana Capital Partners LP reported 16 positions worth $22.3B for the June 2026 quarter, on a Form 13F filed 14 Aug 2026; the largest holding was Space Exploration Technologies Corp., at 77.8% of the fund.
What it bought and sold The largest moves since the March 2026 quarter, by the dollars that moved: 3 opened, 5 added, 4 trimmed, 1 sold out.
New position: 3 Added: 5 Trimmed: 4 Sold out: 1 Largest holdings Every holding, by value.
Company Value Of the fund Shares Change in shares Move Space Exploration Technologies Corp. (SPCX) $17.3B 77.85% 101,461,915 +101,461,915 New position Amazon.com Inc. (AMZN) $595.9M 2.68% 2,500,000 +2,500,000 New position EchoStar Corp. (ECHO) $507.5M 2.28% 5,000,000 -2,000,000 Trimmed Sotera Health Co. (SHC) $479.3M 2.15% 27,000,000 +1,000,000 Added Guidewire Software, Inc. (GWRE) $468.1M 2.10% 3,804,000 -196,000 Trimmed HCA Healthcare, Inc. (HCA) $428.9M 1.93% 1,100,000 +350,000 Added Liberty Media Corp. Del (FWONK) $409.1M 1.84% 4,300,000 0 Held New York Times Co. (NYT) $349.9M 1.57% 5,000,000 -38,727 Trimmed Dick's Sporting Goods, Inc. (DKS) $340.2M 1.53% 1,500,000 +125,000 Added Warner Music Group Corp. (WMG) $323.3M 1.45% 11,943,199 +93,199 Added Wingstop Inc. (WING) $260.1M 1.17% 1,500,000 +250,000 Added Equifax Inc. (EFX) $238.1M 1.07% 1,500,000 0 Held Charles Schwab Corp. (SCHW) $207.6M 0.93% 2,250,000 0 Held Meta Platforms, Inc. (META) $169.0M 0.76% 300,000 +300,000 New position Vertiv Holdings Co. (VRT) $82.0M 0.37% 244,906 -755,094 Trimmed Liberty Media Corp. Del (FWONA) $74.4M 0.33% 850,000 0 Held
Every quarter it filed What the fund reported and how many positions it held, each quarter since September 2024.
Quarter Reported value Positions June 2026 quarter $22.3B 16 March 2026 quarter $4.7B 14 December 2025 quarter $5.0B 16 September 2025 quarter $4.2B 14 June 2025 quarter $3.5B 14 March 2025 quarter $3.4B 14 December 2024 quarter $3.3B 14 September 2024 quarter $4.1B 15
Every 13F fund · Fund holdings data