Darsana Capital Partners Lp Top Holdings and 13F Report (2026) About Darsana Capital Partners LpInvestment ActivityDarsana Capital Partners Lp has $22.27 billion in total holdings as of June 30, 2026.Darsana Capital Partners Lp owns shares of 16 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 82.31% of the portfolio was purchased this quarter.About 3.05% of the portfolio was sold this quarter.This quarter, Darsana Capital Partners Lp has purchased 14 new stocks and bought additional shares in 5 stocks.Darsana Capital Partners Lp sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings SPACE EXPLORATION TECHN CORP $17,335,782,797Amazon.com $595,850,000ECHOSTAR CORP $507,500,000Sotera Health $479,250,000Guidewire Software $468,082,200 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP $17,335,782,797 Holding023135106 - Amazon.com $595,850,000 Holding30303M102 - Meta Platforms $168,987,000 Holding Largest Purchases this Quarter SPACE EXPLORATION TECHN CORP 101,461,915 shares (about $17.34B)Amazon.com 2,500,000 shares (about $595.85M)Meta Platforms 300,000 shares (about $168.99M)HCA Healthcare 350,000 shares (about $136.46M)Wingstop 250,000 shares (about $43.35M) Largest Sales this Quarter Vertiv 755,094 shares (about $252.82M)ECHOSTAR CORP 2,000,000 shares (about $203M)Guidewire Software 196,000 shares (about $24.12M)New York Times 38,727 shares (about $2.71M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDarsana Capital Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPACE EXPLORATION TECHN CORP$17,335,782,797$17,335,782,797 ▲New Holding101,461,91577.8%CLASS A COM STKAMZNAmazon.com$595,850,000$595,850,000 ▲New Holding2,500,0002.7%Consumer DiscretionaryECHOSTAR CORP$507,500,000$203,000,000 ▼-28.6%5,000,0002.3%CL ASHCSotera Health$479,250,000$17,750,000 ▲3.8%27,000,0002.2%HealthcareGWREGuidewire Software$468,082,200$24,117,800 ▼-4.9%3,804,0002.1%TechnologyHCAHCA Healthcare$428,879,000$136,461,500 ▲46.7%1,100,0001.9%HealthcareFWONKLiberty Media Corporation - Liberty Formula One Series C$409,102,0000.0%4,300,0001.8%Communication ServicesNYTNew York Times$349,900,000$2,710,115 ▼-0.8%5,000,0001.6%Communication ServicesDKSDICK'S Sporting Goods$340,215,000$28,351,250 ▲9.1%1,500,0001.5%Consumer DiscretionaryWMGWarner Music Group$323,302,397$2,522,897 ▲0.8%11,943,1991.5%Communication ServicesWINGWingstop$260,115,000$43,352,500 ▲20.0%1,500,0001.2%Consumer DiscretionaryEFXEquifax$238,080,0000.0%1,500,0001.1%IndustrialsSCHWCharles Schwab$207,607,5000.0%2,250,0000.9%FinanceMETAMeta Platforms$168,987,000$168,987,000 ▲New Holding300,0000.8%Communication ServicesVRTVertiv$81,999,427$252,820,573 ▼-75.5%244,9060.4%IndustrialsFWONALiberty Media Corporation - Liberty Formula One Series A$74,409,0000.0%850,0000.3%Communication ServicesSOMNIGROUP INTERNATIONAL INC$0$196,292,268 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
