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Darsana Capital Partners reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 14 August 2026, signed by Chris Ferrante, Chief Financial Officer. Retrieved 14 October 2026.

$22.27B
Reported 13F value
16
Positions
95.4%
In the 10 largest
+374.1%
Value vs. prior quarter

Darsana Capital Partners’ reported 13F holdings total $22.27B across 16 positions as of 30 June 2026. The ten largest make up 95.4% of it, and its value rose 374.1% from the prior quarter.

Form 13F lists long positions in exchange-traded securities over which the filer had investment discretion, valued at quarter end. It excludes cash, bonds held outside 13(f) securities, private funds, and assets the firm does not have discretion over, so the $22.27B reported here is not the firm's $16.67B in regulatory assets, and it does not represent any individual client's portfolio.

Largest positions

Space Exploration Techn Corp.CLASS A COM STK$17,335,782,797
Class
CLASS A COM STK
Share
77.8%
Amazon Com Inc.COM$595,850,000
Class
COM
Share
2.7%
Echostar Corp.CL A$507,500,000
Class
CL A
Share
2.3%
Sotera Health COCOM$479,250,000
Class
COM
Share
2.2%
Guidewire Software Inc.COM$468,082,200
Class
COM
Share
2.1%
Hca Healthcare Inc.COM$428,879,000
Class
COM
Share
1.9%
Liberty Media Corp. DelCOM LBTY ONE S C$409,102,000
Class
COM LBTY ONE S C
Share
1.8%
New York Times CO Mtn BECL A$349,900,000
Class
CL A
Share
1.6%
Dicks Sporting Goods Inc.COM$340,215,000
Class
COM
Share
1.5%
Warner Music Group Corp.COM CL A$323,302,397
Class
COM CL A
Share
1.5%
Wingstop Inc.COM$260,115,000
Class
COM
Share
1.2%
Equifax Inc.COM$238,080,000
Class
COM
Share
1.1%
Schwab Charles Corp.COM$207,607,500
Class
COM
Share
0.9%
Meta Platforms Inc.CL A$168,987,000
Class
CL A
Share
0.8%
Vertiv Holdings COCOM CL A$81,999,427
Class
COM CL A
Share
0.4%
Liberty Media Corp. DelCOM LBTY ONE S A$74,409,000
Class
COM LBTY ONE S A
Share
0.3%

The share class is shown on a wider screen.

The 16 largest of 16 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1609098
File number
028-16637
Options
0 call, 0 put
In the 25 largest
100.0%
Prior quarter
$4,696,789,130 at 31 March 2026
Positions opened
3
Positions closed
1

Common questions

What are Darsana Capital Partners’ 13F holdings worth?

$22,269,061,321 across 16 positions for the quarter ended 30 June 2026.

What is Darsana Capital Partners’ largest 13F holding?

SPACE EXPLORATION TECHN CORP (CLASS A COM STK) was the largest position at $17,335,782,797, or 77.8% of reported 13F value, as of 30 June 2026.

How concentrated is Darsana Capital Partners’ 13F portfolio?

The ten largest positions accounted for 95.4% of reported value and the twenty-five largest for 100.0%, across 16 positions as of 30 June 2026.

Does Form 13F show everything Darsana Capital Partners manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Darsana Capital Partners file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Darsana Capital Partners profile

Sources

  1. Form 13F-HR, accession 0001172661-26-003746, filed 14 August 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001172661-26-002303, filed 15 May 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

Report a correction

This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Darsana Capital Partners LP, and Niva Wealth is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.