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Darsana Capital Partners LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $22,269,061,321
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SPACE EXPLORATION TECHN CORP · CLASS A COM STK · 84615Q103 · shares: $17,335,782,797
- AMAZON COM INC · COM · 023135106 · shares: $595,850,000
- ECHOSTAR CORP · CL A · 278768106 · shares: $507,500,000
- SOTERA HEALTH CO · COM · 83601L102 · shares: $479,250,000
- GUIDEWIRE SOFTWARE INC · COM · 40171V100 · shares: $468,082,200
- HCA HEALTHCARE INC · COM · 40412C101 · shares: $428,879,000
- LIBERTY MEDIA CORP DEL · COM LBTY ONE S C · 531229755 · shares: $409,102,000
- NEW YORK TIMES CO MTN BE · CL A · 650111107 · shares: $349,900,000
- DICKS SPORTING GOODS INC · COM · 253393102 · shares: $340,215,000
- WARNER MUSIC GROUP CORP · COM CL A · 934550203 · shares: $323,302,397
Reported holdings
16 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 101,461,915 shares | $17,335,782,797 |
| AMAZON COM INC | COM | 023135106 | — | 2,500,000 shares | $595,850,000 |
| ECHOSTAR CORP | CL A | 278768106 | — | 5,000,000 shares | $507,500,000 |
| SOTERA HEALTH CO | COM | 83601L102 | — | 27,000,000 shares | $479,250,000 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | — | 3,804,000 shares | $468,082,200 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 1,100,000 shares | $428,879,000 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | — | 4,300,000 shares | $409,102,000 |
| NEW YORK TIMES CO MTN BE | CL A | 650111107 | — | 5,000,000 shares | $349,900,000 |
| DICKS SPORTING GOODS INC | COM | 253393102 | — | 1,500,000 shares | $340,215,000 |
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | — | 11,943,199 shares | $323,302,397 |
| WINGSTOP INC | COM | 974155103 | — | 1,500,000 shares | $260,115,000 |
| EQUIFAX INC | COM | 294429105 | — | 1,500,000 shares | $238,080,000 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 2,250,000 shares | $207,607,500 |
| META PLATFORMS INC | CL A | 30303M102 | — | 300,000 shares | $168,987,000 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 244,906 shares | $81,999,427 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S A | 531229771 | — | 850,000 shares | $74,409,000 |