Darsana Capital Partners LP reported 16 holdings worth US$22.3B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Darsana Capital Partners LP reported 16 holdings worth US$22.3B as of Jun 30, 2026. Largest: Space Exploration Technologies Corp, Amazon.com, Inc. and Echostar Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 16
- Value as reported
- US$22.3B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Space Exploration Technologies Corp | 101M | US$17.3B | 77.8% |
| Amazon.com, Inc. | 2.5M | US$596M | 2.7% |
| Echostar Corporation | 5M | US$508M | 2.3% |
| Liberty Media Corporation - Series A Liberty Formula One | 5.08M | US$484M | 2.2% |
| Sotera Health Company | 27M | US$479M | 2.2% |
| Guidewire Software, Inc. | 3.8M | US$468M | 2.1% |
| Hca Healthcare, Inc. | 1.1M | US$429M | 1.9% |
| New York Times Company (the) | 5M | US$350M | 1.6% |
| Dick's Sporting Goods Inc | 1.5M | US$340M | 1.5% |
| Warner Music Group Corp. | 11.9M | US$323M | 1.5% |
| Wingstop Inc. | 1.5M | US$260M | 1.2% |
| Equifax, Inc. | 1.5M | US$238M | 1.1% |
| Charles Schwab Corporation (the) | 2.25M | US$208M | 0.93% |
| Meta Platforms, Inc. | 300K | US$169M | 0.76% |
| Vertiv Holdings, Llc | 245K | US$82M | 0.37% |
| Somnigroup International Inc. | 0 | US$0 | 0.00% |