Darsana Capital Partners LP
- SEC CIK
- 0001609098
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC
- Positions
- 16
- +2 vs. Q1 2026
- Total value
- $22.27B
- +$17.57B (+374.1%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORP | CLASS A COM STK | 101,461,915 | $17.34B | 77.85% | +101,461,915 | New | View |
| AMZNAMAZON COM INC COM | Stock | 2,500,000 | $595.85M | 2.68% | +2,500,000 | New | View |
| ECHOECHOSTAR CORP | CL A | 5,000,000 | $507.5M | 2.28% | −2,000,000−28.6% | Reduced | View |
| SHCSOTERA HEALTH CO | COM | 27,000,000 | $479.25M | 2.15% | +1,000,000+3.8% | Added | View |
| GWREGUIDEWIRE SOFTWARE INC | COM | 3,804,000 | $468.08M | 2.10% | −196,000−4.9% | Reduced | View |
| HCAHCA HEALTHCARE INC | COM | 1,100,000 | $428.88M | 1.93% | +350,000+46.7% | Added | View |
| FWONKLIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 4,300,000 | $409.1M | 1.84% | 00.0% | Unchanged | View |
| NYTNEW YORK TIMES CO MTN BE | CL A | 5,000,000 | $349.9M | 1.57% | −38,727−0.8% | Reduced | View |
| DKSDICKS SPORTING GOODS INC COM | Stock | 1,500,000 | $340.22M | 1.53% | +125,000+9.1% | Added | View |
| WMGWARNER MUSIC GROUP CORP | COM CL A | 11,943,199 | $323.3M | 1.45% | +93,199+0.8% | Added | View |
| WINGWINGSTOP INC | COM | 1,500,000 | $260.12M | 1.17% | +250,000+20.0% | Added | View |
| EFXEQUIFAX INC | COM | 1,500,000 | $238.08M | 1.07% | 00.0% | Unchanged | View |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 2,250,000 | $207.61M | 0.93% | 00.0% | Unchanged | View |
| METAMETA PLATFORMS INC CL A | Stock | 300,000 | $168.99M | 0.76% | +300,000 | New | View |
| VRTVERTIV HOLDINGS CO | COM CL A | 244,906 | $82M | 0.37% | −755,094−75.5% | Reduced | View |
| FWONALIBERTY MEDIA CORP DEL | COM LBTY ONE S A | 850,000 | $74.41M | 0.33% | 00.0% | Unchanged | View |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| SGISOMNIGROUP INTERNATIONAL INC | COM | 2,655,469 | $196.29M | 4.18% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 16 | $22.27B | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 14 | $4.7B | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 17, 2026 | 16 | $5.02B | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 14, 2025 | 14 | $4.25B | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 14 | $3.5B | vs. Q1 2025 | SEC |
| Q1 2025 | May 15, 2025 | 14 | $3.44B | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025 | 14 | $3.29B | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 14, 2024 | 15 | $4.06B | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 14, 2024 | 14 | $3.66B | vs. Q1 2024 | SEC |
| Q1 2024 | May 15, 2024 | 13 | $3.11B | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 14, 2024 | 11 | $2.8B | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 10 | $2.04B | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 14, 2023 | 9 | $1.55B | vs. Q1 2023 | SEC |
| Q1 2023 | May 15, 2023 | 12 | $1.49B | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 14, 2023 | 11 | $1.5B | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 14, 2022 | 12 | $1.95B | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 15, 2022 | 12 | $1.86B | vs. Q1 2022 | SEC |
| Q1 2022 | May 16, 2022 | 11 | $1.97B | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 14, 2022 | 13 | $2.16B | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 15, 2021 | 15 | $3.04B | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 16, 2021 | 17 | $3.34B | vs. Q1 2021 | SEC |
| Q1 2021 | May 17, 2021 | 18 | $3.58B | – | SEC |