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Darsana Capital Partners LP
hedge fundUpdated 27 days agoManaged by Darsana Capital Partners Lp • Latest filing Q2 2026
Portfolio value
$22.3B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
55.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $1.5B |
| Q2 2023 | $1.6B |
| Q3 2023 | $2B |
| Q4 2023 | $2.8B |
| Q1 2024 | $3.1B |
| Q2 2024 | $3.7B |
| Q3 2024 | $4.1B |
| Q4 2024 | $3.3B |
| Q1 2025 | $3.4B |
| Q2 2025 | $3.5B |
| Q3 2025 | $4.2B |
| Q4 2025 | $5B |
| Q1 2026 | $4.7B |
| Q2 2026 | $22.3B |
Top holdings
16 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPCX SPACE EXPLORATION TECHN CORP | $17.3B | 101.46M | 77.85% | — |
| 2 | A AMZN AMAZON COM INC | $595.9M | 2.50M | 2.68% | — |
| 3 | E ECHO ECHOSTAR CORP | $507.5M | 5.00M | 2.28% | — |
| 4 | S SHC SOTERA HEALTH CO | $479.3M | 27.00M | 2.15% | — |
| 5 | G GWRE GUIDEWIRE SOFTWARE INC | $468.1M | 3.80M | 2.10% | — |
| 6 | H HCA HCA HEALTHCARE INC | $428.9M | 1.10M | 1.93% | — |
| 7 | F FWONB LIBERTY MEDIA CORP DEL | $409.1M | 4.30M | 1.84% | — |
| 8 | N NYT NEW YORK TIMES CO MTN BE | $349.9M | 5.00M | 1.57% | — |
| 9 | D DKS DICKS SPORTING GOODS INC | $340.2M | 1.50M | 1.53% | — |
| 10 | W WMG WARNER MUSIC GROUP CORP | $323.3M | 11.94M | 1.45% | — |
| 11 | W WING WINGSTOP INC | $260.1M | 1.50M | 1.17% | — |
| 12 | E EFX EQUIFAX INC | $238.1M | 1.50M | 1.07% | — |
| 13 | S SCHW-PJ SCHWAB CHARLES CORP | $207.6M | 2.25M | 0.93% | — |
| 14 | M META META PLATFORMS INC | $169M | 300.0K | 0.76% | — |
| 15 | V VRT VERTIV HOLDINGS CO | $82M | 244.9K | 0.37% | — |
| 16 | F FWONB LIBERTY MEDIA CORP DEL | $74.4M | 850.0K | 0.33% | — |