Holders — by stockHoldings — by fund
Darsana Capital Partners LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1609098
$22.27B
disclosed book value
16
positions
77.8%
largest position share
Positions, as of 2026-06-30
top 16 of 16 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPCXSPACE EXPLORATION TECHN CORP | 101.5M | $17.34B | 77.8% |
| 2 | AMZNAMAZON COM INC | 2.5M | $595.9M | 2.7% |
| 3 | ECHOECHOSTAR CORP | 5.0M | $507.5M | 2.3% |
| 4 | SHCSOTERA HEALTH CO | 27.0M | $479.3M | 2.2% |
| 5 | GWREGUIDEWIRE SOFTWARE INC | 3.8M | $468.1M | 2.1% |
| 6 | HCAHCA HEALTHCARE INC | 1.1M | $428.9M | 1.9% |
| 7 | FWONKLIBERTY MEDIA CORP DEL | 4.3M | $409.1M | 1.8% |
| 8 | NYTNEW YORK TIMES CO MTN BE | 5.0M | $349.9M | 1.6% |
| 9 | DKSDICKS SPORTING GOODS INC | 1.5M | $340.2M | 1.5% |
| 10 | WMGWARNER MUSIC GROUP CORP | 11.9M | $323.3M | 1.5% |
| 11 | WINGWINGSTOP INC | 1.5M | $260.1M | 1.2% |
| 12 | EFXEQUIFAX INC | 1.5M | $238.1M | 1.1% |
| 13 | SCHWSCHWAB CHARLES CORP | 2.3M | $207.6M | 0.9% |
| 14 | METAMETA PLATFORMS INC | 300,000 | $169.0M | 0.8% |
| 15 | VRTVERTIV HOLDINGS CO | 244,906 | $82.0M | 0.4% |
| 16 | FWONALIBERTY MEDIA CORP DEL | 850,000 | $74.4M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.