13F filings
Darsana Capital Partners
Where the disclosed book sits
by disclosed valueLargest holdings
all 16 positions| Holding | Type | Value | Shares | Share of book |
|---|---|---|---|---|
| SPCXSpace Exploration Techn Corp | Shares | $17.3B | 101,461,915 | 77.8% |
| AMZNAmazon Com Inc | Shares | $595.9M | 2,500,000 | 2.7% |
| SATSEchostar Corp | Shares | $507.5M | 5,000,000 | 2.3% |
| SHCSotera Health Co | Shares | $479.3M | 27,000,000 | 2.2% |
| GWREGuidewire Software Inc | Shares | $468.1M | 3,804,000 | 2.1% |
| HCAHCA Healthcare Inc | Shares | $428.9M | 1,100,000 | 1.9% |
| FWONKLiberty Media Corp Del | Shares | $409.1M | 4,300,000 | 1.8% |
| NYTNew York Times Co Mtn Be | Shares | $349.9M | 5,000,000 | 1.6% |
| DKSDicks Sporting Goods Inc | Shares | $340.2M | 1,500,000 | 1.5% |
| WMGWarner Music Group Corp | Shares | $323.3M | 11,943,199 | 1.5% |
| WINGWingstop Inc | Shares | $260.1M | 1,500,000 | 1.2% |
| EFXEquifax Inc | Shares | $238.1M | 1,500,000 | 1.1% |
| SCHWSchwab Charles Corp | Shares | $207.6M | 2,250,000 | 0.9% |
| METAMETA Platforms Inc | Shares | $169.0M | 300,000 | 0.8% |
| VRTVertiv Holdings Co | Shares | $82.0M | 244,906 | 0.4% |
| FWONALiberty Media Corp Del | Shares | $74.4M | 850,000 | 0.3% |
Share of book is the position's value against the whole disclosed 13F value, so the rows shown here do not sum to 100% unless every position is listed.
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What changed last quarter
11 largest moves| Holding | Move | Share change | Value change | Value after |
|---|---|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORP | New | n/a | $17.3B | $17.3B |
| AMZNAMAZON COM INC | New | n/a | $595.9M | $595.9M |
| VRTVERTIV HOLDINGS CO | Trimmed | -75.5% | -$252.8M | $82.0M |
| SATSECHOSTAR CORP | Trimmed | -28.6% | -$203.0M | $507.5M |
| SGISOMNIGROUP INTERNATIONAL INC | Exited | n/a | -$196.3M | $0 |
| METAMETA PLATFORMS INC | New | n/a | $169.0M | $169.0M |
| HCAHCA HEALTHCARE INC | Added | +46.7% | $136.5M | $428.9M |
| WINGWINGSTOP INC | Added | +20.0% | $43.4M | $260.1M |
| DKSDICKS SPORTING GOODS INC | Added | +9.1% | $28.4M | $340.2M |
| GWREGUIDEWIRE SOFTWARE INC | Trimmed | -4.9% | -$24.1M | $468.1M |
| SHCSOTERA HEALTH CO | Added | +3.8% | $17.8M | $479.3M |
A change is this filing measured against the one before it. A 13F does not disclose trades, so the price paid and the day it happened are not in the record.
Questions
What does Darsana Capital Partners hold?
Darsana Capital Partners disclosed 16 positions worth $22.3B in the Q2 2026 13F filing. The largest is SPCX at 77.8% of the disclosed book. A 13F lists long US equity positions only.
What did Darsana Capital Partners buy and sell last quarter?
Comparing the Q2 2026 filing with the quarter before, the largest moves were New SPCX, New AMZN, Trimmed VRT, Trimmed SATS. Changes are measured against the previous filing, not against trades, because a 13F does not disclose trades.
How current is this?
This is the Q2 2026 filing, covering positions held on Jun 30, 2026. A 13F is due 45 days after the quarter ends, so the most recent filing is always at least six weeks behind the market, and the manager may have changed the book since.
How to read a 13F
WHAT THE FILING COVERS
Positions are as disclosed to the SEC on Form 13F and are not investment advice. How this data is sourced, and what it cannot tell you, is on the methodology page.
Data as of Sep 10, 2026.