Darsana Capital Partners LP 13F Holdings · Q2 2026
Darsana Capital Partners LP reported 16 securities worth $22.27B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPCX (77.85%), AMZN (2.68%), ECHO (2.28%). Among its top 25 positions this quarter: 3 new, 5 added, 4 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | $17.34B | 77.85% | 101.5M | New |
| 2 | AMZN | AMAZON COM INC | $595.9M | 2.68% | 2.5M | New |
| 3 | ECHO | ECHOSTAR CORP | $507.5M | 2.28% | 5.0M | Trimmed |
| 4 | SHC | SOTERA HEALTH CO | $479.2M | 2.15% | 27.0M | Added |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | $468.1M | 2.10% | 3.8M | Trimmed |
| 6 | HCA | HCA HEALTHCARE INC | $428.9M | 1.93% | 1.1M | Added |
| 7 | FWONK | LIBERTY MEDIA CORP DEL | $409.1M | 1.84% | 4.3M | Hold |
| 8 | NYT | NEW YORK TIMES CO MTN BE | $349.9M | 1.57% | 5.0M | Trimmed |
| 9 | DKS | DICKS SPORTING GOODS INC | $340.2M | 1.53% | 1.5M | Added |
| 10 | WMG | WARNER MUSIC GROUP CORP | $323.3M | 1.45% | 11.9M | Added |
| 11 | WING | WINGSTOP INC | $260.1M | 1.17% | 1.5M | Added |
| 12 | EFX | EQUIFAX INC | $238.1M | 1.07% | 1.5M | Hold |
| 13 | SCHW | SCHWAB CHARLES CORP | $207.6M | 0.93% | 2.2M | Hold |
| 14 | META | META PLATFORMS INC | $169.0M | 0.76% | 300,000 | New |
| 15 | VRT | VERTIV HOLDINGS CO | $82.0M | 0.37% | 244,906 | Trimmed |
| 16 | FWONA | LIBERTY MEDIA CORP DEL | $74.4M | 0.33% | 850,000 | Hold |
| 17 | SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR