Darsana Capital Partners LP
17 holdingsFiling period: 2026-06-30Current AUM: $34.07Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | 101.46M | $17.34B | $14.56B | 42.74% | -- | 2026-06-30 |
| 2 | SPCX | SPACE EXPLORATION TECHN CORP | 101.46M | $17.34B | $14.56B | 42.74% | -- | 2026-06-30 |
| 3 | AMZN | AMAZON COM INC | 2.50M | $595.9M | $621.0M | 1.82% | -- | 2026-06-30 |
| 4 | SATS | ECHOSTAR CORP | 5.00M | $507.5M | $507.5M | 1.49% | -2,000,000 | 2026-06-30 |
| 5 | SHC | SOTERA HEALTH CO | 27.00M | $479.3M | $512.5M | 1.50% | +1.00M | 2026-06-30 |
| 6 | GWRE | GUIDEWIRE SOFTWARE INC | 3.80M | $468.1M | $566.3M | 1.66% | -196,000 | 2026-06-30 |
| 7 | HCA | HCA HEALTHCARE INC | 1.10M | $428.9M | $466.2M | 1.37% | +350.0K | 2026-06-30 |
| 8 | FWONK | LIBERTY MEDIA CORP DEL | 4.30M | $409.1M | $408.5M | 1.20% | -- | 2026-06-30 |
| 9 | NYT | NEW YORK TIMES CO MTN BE | 5.00M | $349.9M | $358.5M | 1.05% | -38,727 | 2026-06-30 |
| 10 | DKS | DICKS SPORTING GOODS INC | 1.50M | $340.2M | $185.6M | 0.54% | +125.0K | 2026-06-30 |
| 11 | WMG | WARNER MUSIC GROUP CORP | 11.94M | $323.3M | $346.9M | 1.02% | +93.2K | 2026-06-30 |
| 12 | WING | WINGSTOP INC | 1.50M | $260.1M | $151.3M | 0.44% | +250.0K | 2026-06-30 |
| 13 | EFX | EQUIFAX INC | 1.50M | $238.1M | $250.6M | 0.74% | -- | 2026-06-30 |
| 14 | SCHW | SCHWAB CHARLES CORP | 2.25M | $207.6M | $242.5M | 0.71% | -- | 2026-06-30 |
| 15 | META | META PLATFORMS INC | 300.0K | $169.0M | $201.1M | 0.59% | -- | 2026-06-30 |
| 16 | VRT | VERTIV HOLDINGS CO | 244.9K | $82.0M | $57.5M | 0.17% | -755,094 | 2026-06-30 |
| 17 | FWONA | LIBERTY MEDIA CORP DEL | 850.0K | $74.4M | $73.9M | 0.22% | -- | 2026-06-30 |
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