Darsana Capital Partners LP
13F Reported Value
ⓘ$22.3B
Holdings
16
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Darsana Capital Partners LP disclosed 16 positions worth $22.3B in its Form 13F-HR for Q2 2026, led by $SPCX (SPACE EXPLORATION TECHNOLOGIES CORP) at 77.8% of the equity portfolio, followed by $AMZN and $ECHO. During the quarter the fund opened 3 new positions and exited 1 — including a new stake in $SPCX and a full exit from $SGI. The portfolio is most concentrated in Technology (81.1% of disclosed assets). All figures are sourced directly from Darsana Capital Partners LP’s Form 13F-HR filing with the SEC under CIK 1609098.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- $17.3B101,461,915 sh
- 68.7#300
Quality
$595.9M2,500,000 sh - 32.8#2,411
Quality
$507.5M5,000,000 sh - 64.4
Quality
$479.3M27,000,000 sh - 67.3
Quality
$468.1M3,804,000 sh - 68.9
Quality
$428.9M1,100,000 sh - 63.2
Quality
$409.1M4,300,000 sh - 68.2
Quality
$349.9M5,000,000 sh - 63.0
Quality
$340.2M1,500,000 sh - 65.0
Quality
$323.3M11,943,199 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 SPACE EXPLORATION TECHNOLOGIES CORP$SPCX | — | $17.3B | 101,461,915 |
 AMAZON COM INC$AMZN | 68.7#300 | $595.9M | 2,500,000 |
 EchoStar CORP$ECHO | 32.8#2,411 | $507.5M | 5,000,000 |
 Sotera Health Co$SHC | 64.4 | $479.3M | 27,000,000 |
 Guidewire Software, Inc.$GWRE | 67.3 | $468.1M | 3,804,000 |
 HCA Healthcare, Inc.$HCA | 68.9 | $428.9M | 1,100,000 |
 Liberty Media Corp$FWONA | 63.2 | $409.1M | 4,300,000 |
 NEW YORK TIMES CO$NYT | 68.2 | $349.9M | 5,000,000 |
 DICK'S SPORTING GOODS, INC.$DKS | 63.0 | $340.2M | 1,500,000 |
 Warner Music Group Corp.$WMG | 65.0 | $323.3M | 11,943,199 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Darsana Capital Partners LP's 16 positions.
Showing top 10 of 16 holdings.
Sector Allocation
Technology
$18.1B
Communication Services
$1.7B
Consumer Discretionary
$1.2B
Healthcare
$908.1M
Financials
$445.7M
Full Holdings — Darsana Capital Partners LP (Q2 2026)
All 16 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $17.3B | 77.8% | NEW | — |
| 2 | $AMZN | AMAZON COM INC | $595.9M | 2.7% | NEW | 68.7 |
| 3 | $ECHO | EchoStar CORP | $507.5M | 2.3% | -29% | 32.8 |
| 4 | $SHC | Sotera Health Co | $479.3M | 2.1% | +4% | 64.4 |
| 5 | $GWRE | Guidewire Software, Inc. | $468.1M | 2.1% | -5% | 67.3 |
| 6 | $HCA | HCA Healthcare, Inc. | $428.9M | 1.9% | +47% | 68.9 |
| 7 | $FWONA | Liberty Media Corp | $409.1M | 1.8% | +0% | 63.2 |
| 8 | $NYT | NEW YORK TIMES CO | $349.9M | 1.6% | -1% | 68.2 |
| 9 | $DKS | DICK'S SPORTING GOODS, INC. | $340.2M | 1.5% | +9% | 63 |
| 10 | $WMG | Warner Music Group Corp. | $323.3M | 1.4% | +1% | 65 |
| 11 |  $WING | Wingstop Inc. | $260.1M | 1.2% | +20% | 62.4 |
| 12 |  $EFX | EQUIFAX INC | $238.1M | 1.1% | +0% | 64.8 |
| 13 |  $SCHW | SCHWAB CHARLES CORP | $207.6M | 0.9% | +0% | 79.4 |
| 14 |  $META | Meta Platforms, Inc. | $169.0M | 0.8% | NEW | 79.6 |
| 15 |  $VRT | Vertiv Holdings Co | $82.0M | 0.4% | -76% | 81 |
| 16 | $FWONA | Liberty Media Corp | $74.4M | 0.3% | +0% | 63.2 |
New Positions (3)
Exited Positions (1)
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