Darsana Capital Partners LP reported 16 positions worth $22.27B for the quarter ended Jun 30, 2026, up 374.1% on the prior quarter. It opened 3 new positions, added to 5, trimmed 4 and exited 1. Its largest holding is Space Exploration Technologies Corp at 77.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +101.46M | – | $17.34B | 77.85% |
| AMZN Amazon Com Inc | +2.50M | – | $595.85M | 2.68% |
| META Meta Platforms, Inc. | +300.0K | – | $168.99M | 0.759% |
| HCA HCA Healthcare, Inc. | +350.0K | +46.7% | $136.46M | 1.93% |
| WING Wingstop Inc. | +250.0K | +20.0% | $43.35M | 1.17% |
| DKS Dick'S Sporting Goods, Inc. | +125.0K | +9.1% | $28.35M | 1.53% |
| SHC Sotera Health Co | +1.00M | +3.8% | $17.75M | 2.15% |
| WMG Warner Music Group Corp. | +93.2K | +0.8% | $2.52M | 1.45% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| VRT Vertiv Holdings Co | -755.1K | -75.5% | $252.82M | 0.368% |
| ECHO EchoStar CORP | -2.00M | -28.6% | $203.00M | 2.28% |
| SGI Somnigroup International Inc. | -2.66M | -100.0% | $196.29M | Exited |
| GWRE Guidewire Software, Inc. | -196.0K | -4.9% | $24.12M | 2.1% |
| NYT New York Times Co | -38.7K | -0.8% | $2.71M | 1.57% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SGI Somnigroup International Inc. | -2.66M | $196.29M | 4.18% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPCX Space Exploration Technologies Corp | Industrials | 101.46M | $17.34B | 77.85% | +101.46M | – | New | 0.77% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 2.50M | $595.85M | 2.68% | +2.50M | – | New | 0.02% |
| 3 | ECHO EchoStar CORP | Communication Services | 5.00M | $507.50M | 2.28% | -2.00M | -28.6% | Reduced | 1.72% |
| 4 | SHC Sotera Health Co | Healthcare | 27.00M | $479.25M | 2.15% | +1.00M | +3.8% | Added | 9.45% |
| 5 | GWRE Guidewire Software, Inc. | Technology | 3.80M | $468.08M | 2.1% | -196.0K | -4.9% | Reduced | 4.52% |
| 6 | HCA HCA Healthcare, Inc. | Healthcare | 1.10M | $428.88M | 1.93% | +350.0K | +46.7% | Added | 0.5% |
| 7 | FWONK Liberty Media Corp | Communication Services | 4.30M | $409.10M | 1.84% | 0 | 0.0% | Unchanged | 1.71% |
| 8 | NYT New York Times Co | Communication Services | 5.00M | $349.90M | 1.57% | -38.7K | -0.8% | Reduced | 3.09% |
| 9 | DKS Dick'S Sporting Goods, Inc. | Consumer Discretionary | 1.50M | $340.22M | 1.53% | +125.0K | +9.1% | Added | 1.68% |
| 10 | WMG Warner Music Group Corp. | Communication Services | 11.94M | $323.30M | 1.45% | +93.2K | +0.8% | Added | 8.08% |
| 11 | WING Wingstop Inc. | Consumer Discretionary | 1.50M | $260.12M | 1.17% | +250.0K | +20.0% | Added | 5.51% |
| 12 | EFX Equifax Inc | Financial Services | 1.50M | $238.08M | 1.07% | 0 | 0.0% | Unchanged | 1.27% |
| 13 | SCHW Schwab Charles Corp | Financial Services | 2.25M | $207.61M | 0.932% | 0 | 0.0% | Unchanged | 0.13% |
| 14 | META Meta Platforms, Inc. | Technology | 300.0K | $168.99M | 0.759% | +300.0K | – | New | 0.01% |
| 15 | VRT Vertiv Holdings Co | Industrials | 244.9K | $82.00M | 0.368% | -755.1K | -75.5% | Reduced | 0.06% |
Tip. Select a row to see that position’s full history at Darsana Capital Partners.
As of its Q2 2026 13F filing, Darsana Capital Partners LP’s five largest positions were Space Exploration Technologies Corp (SPCX) at 77.8%, Amazon Com Inc (AMZN) at 2.7%, EchoStar CORP (ECHO) at 2.3%, Sotera Health Co (SHC) at 2.2%, Guidewire Software, Inc. (GWRE) at 2.1% of the reported portfolio.
Darsana Capital Partners LP reported a 13F portfolio worth $22.27B across 16 positions for Q2 2026. That is up 374.1% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($17.34B), Amazon Com Inc ($595.85M), Meta Platforms, Inc. ($168.99M). It opened 3 new positions.
Its largest sales by value were Vertiv Holdings Co ($252.82M), EchoStar CORP ($203.00M), Somnigroup International Inc. ($196.29M). It exited 1 positions entirely.
From the Form 13F-HR reports Darsana Capital Partners LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.