account_balance
Investment manager · 13F filer · SEC CIK 1609098
Darsana Capital Partners LP
Reported value$22.3Bas of Jun 30, 2026
Positions16 3 new, 1 sold out
Top 10 weight95.4%SPCX alone is 78%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPCXSpace Exploration Techn Corp
77.8%New
AMZNAmazon Com Inc
2.7%New
ECHO2.3%SHC2.2%GWRE2.1%HCA1.9%FWONK1.8%NYT1.6%DKS1.5%WMGWarner Music Group Corp
1.5%
WING1.2%EFX1.1%SPCXSpace Exploration Techn Corp
77.8%New
AMZNECHO2.3%SHC2.2%GWRE2.1%HCA1.9%FWONK1.8%NYT1.6%DKSWMGWINGEFXBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPCX Space Exploration Techn Corp 77.8% NewAMZN Amazon Com Inc 2.7% NewECHO Echostar Corp 2.3% Trimmed −29%SHC Sotera Health Co 2.2% Added +4%GWRE Guidewire Software Inc 2.1% Trimmed −5%HCA Hca Healthcare Inc 1.9% Added +47%FWONK Liberty Media Corp Del 1.8% HeldNYT New York Times Co MTN Be 1.6% HeldDKS Dicks Sporting Goods Inc 1.5% Added +9%WMG Warner Music Group Corp 1.5% HeldWING Wingstop Inc 1.2% Added +20%EFX Equifax Inc 1.1% Held
What changed