Darsana Capital Partners LP
17 holdingsFiling period: 2026-06-30Current AUM: $35.18Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPCX | Space Exploration Techn Corp | 101.46M | $17.34B | $15.00B | 42.63% | -- | 2026-06-30 |
| 2 | SPCX | Space Exploration Techn Corp | 101.46M | $17.34B | $15.00B | 42.63% | -- | 2026-06-30 |
| 3 | AMZN | Amazon.com Inc | 2.50M | $595.9M | $656.6M | 1.87% | -- | 2026-06-30 |
| 4 | SATS | Echostar Corp | 5.00M | $507.5M | $507.5M | 1.44% | -2,000,000 | 2026-06-30 |
| 5 | SHC | Sotera Health Co | 27.00M | $479.3M | $484.1M | 1.38% | +1.00M | 2026-06-30 |
| 6 | GWRE | Guidewire Software Inc | 3.80M | $468.1M | $698.3M | 1.99% | -196,000 | 2026-06-30 |
| 7 | HCA | Hca Healthcare Inc | 1.10M | $428.9M | $512.3M | 1.46% | +350.0K | 2026-06-30 |
| 8 | FWONK | Liberty Media Corp Del | 4.30M | $409.1M | $397.7M | 1.13% | -- | 2026-06-30 |
| 9 | NYT | New York Times Co Mtn BE | 5.00M | $349.9M | $347.8M | 0.99% | -38,727 | 2026-06-30 |
| 10 | DKS | Dicks Sporting Goods Inc | 1.50M | $340.2M | $214.6M | 0.61% | +125.0K | 2026-06-30 |
| 11 | WMG | Warner Music Group Corp | 11.94M | $323.3M | $374.2M | 1.06% | +93.2K | 2026-06-30 |
| 12 | WING | Wingstop Inc | 1.50M | $260.1M | $195.5M | 0.56% | +250.0K | 2026-06-30 |
| 13 | EFX | Equifax Inc | 1.50M | $238.1M | $264.8M | 0.75% | -- | 2026-06-30 |
| 14 | SCHW | Schwab Charles Corp | 2.25M | $207.6M | $204.5M | 0.58% | -- | 2026-06-30 |
| 15 | META | Meta Platforms Inc | 300.0K | $169.0M | $208.3M | 0.59% | -- | 2026-06-30 |
| 16 | VRT | Vertiv Holdings Co | 244.9K | $82.0M | $49.9M | 0.14% | -755,094 | 2026-06-30 |
| 17 | FWONA | Liberty Media Corp Del | 850.0K | $74.4M | $72.0M | 0.20% | -- | 2026-06-30 |
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