Darsana Capital Partners LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Darsana Capital Partners LP reported 14 stock positions worth $3.7 billion. Its top holding was Guidewire Software (GWRE) at 12.2% of the portfolio, followed by Meta Platforms Class A (META, 10.3%) and Comcast Class A (CMCSA, 10.2%). Compared with Q1 2024, it opened 3 new positions, sold out of 2, added to 6 and reduced 2. The biggest buy was a new position in Transdigm (TDG) and the biggest sale an exit from KKR (KKR).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001609098
- Portfolio Value
- $3.7B (Q2 2024)
- SEC Filing
- 0001172661-24-003518 ↗ filed Aug 14, 2024
Holdings Value
Holdings 14 stocks · $3.7B
| GWRE Guidewire Software Inc. | 12.25% | 3,250,000 | $448.1M | No change |
| META Meta Platforms Inc. Class A | 10.34% | 750,000 | $378.2M | Add +50.0% |
| CMCSA Comcast Corp. Class A | 10.17% | 9,500,000 | $372.0M | Add +26.7% |
| HCA HCA Healthcare Inc. | 10.10% | 1,150,000 | $369.5M | Add +53.3% |
| STZ Constellation Brands Inc. Class A | 9.14% | 1,300,000 | $334.5M | No change |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 9.06% | 7,000,000 | $331.4M | Add +40.0% |
| HLT Hilton Worldwide Holdings Inc. | 8.95% | 1,500,000 | $327.3M | No change |
| NYT New York Times Co. Class A | 8.75% | 6,250,000 | $320.1M | Add +25.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 7.07% | 6,500,000 | $258.5M | Reduce -13.3% |
| SCHW Schwab (charles) Corp. | 6.04% | 3,000,000 | $221.1M | Add +200.0% |
| TDG Transdigm Group Inc. | 5.76% | 165,000 | $210.8M | New |
| ECHO Echostar Corp. Class A | 1.01% | 2,072,305 | $36.9M | New |
| SHC Sotera Health Co. | 0.79% | 2,449,364 | $29.1M | New |
| GTN Gray Media Inc. filed as GRAY TELEVISION INC | 0.58% | 4,092,063 | $21.3M | Reduce -21.9% |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| TDG Transdigm Group Inc. | New | 5.76% | +5.76 |
| SCHW Schwab (charles) Corp. | Add +200.0% | 6.04% | +3.72 |
| META Meta Platforms Inc. Class A | Add +50.0% | 10.34% | +2.53 |
| HCA HCA Healthcare Inc. | Add +53.3% | 10.10% | +2.06 |
| NYT New York Times Co. Class A | Add +25.0% | 8.75% | +1.80 |
| ECHO Echostar Corp. Class A | New | 1.01% | +1.01 |
| SHC Sotera Health Co. | New | 0.79% | +0.79 |
| SGI Somnigroup International Inc. | Add +40.0% | 9.06% | −0.07 |
| CMCSA Comcast Corp. Class A | Add +26.7% | 10.17% | −0.28 |
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 |