Darsana Capital Partners LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Darsana Capital Partners LP reported 16 stock positions worth $22.3 billion. Its top holding was Space Exploration Techn Class A (SPCX) at 77.8% of the portfolio, followed by Amazon.com (AMZN, 2.7%) and Echostar Class A (ECHO, 2.3%). Compared with Q1 2026, it opened 3 new positions, sold out of 1, added to 5 and reduced 4. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale Echostar Class A (ECHO, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001609098
- Portfolio Value
- $22.3B (Q2 2026)
- SEC Filing
- 0001172661-26-003746 ↗ filed Aug 14, 2026
Holdings Value
Holdings 16 stocks · $22.3B
| SPCX Space Exploration Techn Class A | 77.85% | 101,461,915 | $17.3B | New |
| AMZN Amazon.com Inc. | 2.68% | 2,500,000 | $595.9M | New |
| ECHO Echostar Corp. Class A | 2.28% | 5,000,000 | $507.5M | Reduce -28.6% |
| SHC Sotera Health Co. | 2.15% | 27,000,000 | $479.3M | Add +3.9% |
| GWRE Guidewire Software Inc. | 2.10% | 3,804,000 | $468.1M | Reduce -4.9% |
| HCA HCA Healthcare Inc. | 1.93% | 1,100,000 | $428.9M | Add +46.7% |
| FWONK Liberty Media Corp. Class C | 1.84% | 4,300,000 | $409.1M | No change |
| NYT New York Times Co. Class A | 1.57% | 5,000,000 | $349.9M | Reduce -0.8% |
| DKS Dick's Sporting Goods Inc. | 1.53% | 1,500,000 | $340.2M | Add +9.1% |
| WMG Warner Music Group Corp. Class A | 1.45% | 11,943,199 | $323.3M | Add +0.8% |
| WING Wingstop Inc. | 1.17% | 1,500,000 | $260.1M | Add +20.0% |
| EFX Equifax Inc. | 1.07% | 1,500,000 | $238.1M | No change |
| SCHW Schwab (charles) Corp. | 0.93% | 2,250,000 | $207.6M | No change |
| META Meta Platforms Inc. Class A | 0.76% | 300,000 | $169.0M | New |
| VRT Vertiv Holdings Co. Class A | 0.37% | 244,906 | $82.0M | Reduce -75.5% |
| FWONA Liberty Media Corp. Class A | 0.33% | 850,000 | $74.4M | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| SPCX Space Exploration Techn Class A | New | 77.85% | +77.85 |
| AMZN Amazon.com Inc. | New | 2.68% | +2.68 |
| META Meta Platforms Inc. Class A | New | 0.76% | +0.76 |
| WING Wingstop Inc. | Add +20.0% | 1.17% | −2.96 |
| DKS Dick's Sporting Goods Inc. | Add +9.1% | 1.53% | −4.28 |
| WMG Warner Music Group Corp. Class A | Add +0.8% | 1.45% | −4.99 |
| HCA HCA Healthcare Inc. | Add +46.7% | 1.93% | −5.63 |
| SHC Sotera Health Co. | Add +3.9% | 2.15% | −5.79 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 16 | $22.3B | SPCX, AMZN, ECHO, SHC, GWRE |
| Q1 2026 | 14 | $4.7B | ECHO, GWRE, NYT, SHC, FWONK |
| Q4 2025 | 16 | $5.0B | ECHO, NYT, GWRE, HCA, SHC |
| Q3 2025 | 14 | $4.2B | ECHO, GWRE, NYT, HCA, SHC |
| Q2 2025 | 14 | $3.5B | GWRE, HCA, NYT, SGI, TDG |
| Q1 2025 | 14 | $3.4B | HCA, GWRE, SGI, FWONK, NYT |
| Q4 2024 | 14 | $3.3B | SGI, GWRE, HCA, NYT, GOOGL |
| Q3 2024 | 15 | $4.1B | HCA, GWRE, SGI, HLT, SHC |
| Q2 2024 | 14 | $3.7B | GWRE, META, CMCSA, HCA, STZ |
| Q1 2024 | 13 | $3.1B | GWRE, STZ, CMCSA, HLT, BAC |