Hedge Funds Similar to Darsana Partners

13F Portfolio OverlapQ2 2026Darsana Partners portfolio →
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Most similar hedge funds by 13F overlap

Darsana Capital Partners LP is an institutional investor managing $22.3B across 16 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Darsana Partners are BAMCO, Sculptor, Ardmore Road Asset, with shared positions in $SPCX, $GWRE, $SCHW, $VRT, $ECHO, $FWONA. The full ranking of 16 similar funds is below.

#1BAMCO INC /NY/Smart money
Highly similar · 4 shared positions
$66.6B
345 positions
Notable overlap · 4 shared positions
$12.3B
407 positions
Notable overlap · 4 shared positions
$1.7B
70 positions
Some overlap · 3 shared positions
$1.2B
33 positions
Some overlap · 3 shared positions
$5.5B
86 positions
Some overlap · 3 shared positions
$5.6B
12 positions
#7Two Seas Capital LPSmart money
Some overlap · 3 shared positions
$5.0B
47 positions
Some overlap · 3 shared positions
$2.7B
24 positions
Some overlap · 3 shared positions
$2.5B
20 positions
#10TEMA ETFS LLCActive
Some overlap · 3 shared positions
$3.1B
583 positions
Some overlap · 3 shared positions
$339M
67 positions
Slight overlap · 3 shared positions
$16.4B
90 positions
Slight overlap · 3 shared positions
$303M
148 positions
Slight overlap · 3 shared positions
$1.5B
152 positions
Slight overlap · 3 shared positions
$498M
171 positions
Slight overlap · 3 shared positions
$256M
86 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.