How We Invest

13F FILER • ANAND DESAI

Darsana Capital Partners

Anand Desai — Darsana Capital Partners LP

No writing by this manager has been read and indexed yet, so this page carries the filings only. Holdings come straight from the Form 13F-HR on EDGAR.

16

Positions

$22.3B

Reported Value

95.4%

In Top 10

—

Claims Indexed

Largest reported positions

DARSANA CAPITAL PARTNERS LP • CIK 0001609098 • 2026-06-30 • FILED 2026-08-14

WHAT CHANGED THIS QUARTER

In its Q2 2026 13F, filed Aug 14, 2026, Darsana Capital Partners reported 16 positions worth $22.3B in US-listed stock. The largest stock position is Space Exploration Techn Corp at 77.8% of the reported book, and the ten largest lines of any type make up 95.4% of it.

It opened 3 new positions, the largest stock positions being Space Exploration Techn Corp ($17.3B), Amazon Com Inc ($595.9M) and Meta Platforms Inc ($169.0M), and exited 1, the largest stock exit being Somnigroup International Inc ($196.3M last quarter).

Among positions it already held, the biggest increases by share count were Hca Healthcare Inc (+47%), Wingstop Inc (+20%) and Dicks Sporting Goods Inc (+9%), and the biggest cuts were Vertiv Holdings Co (−75%), Echostar Corp (−29%) and Guidewire Software Inc (−5%).

Largest reported positions, quarter ended 2026-06-30
IssuerValueWeightShares QoQ
SPACE EXPLORATION TECHN CORP$17.3B77.8%New
AMAZON COM INC$595.9M2.7%New
ECHOSTAR CORP$507.5M2.3%-29%
SOTERA HEALTH CO$479.3M2.1%+4%
GUIDEWIRE SOFTWARE INC$468.1M2.1%-5%
HCA HEALTHCARE INC$428.9M1.9%+47%
LIBERTY MEDIA CORP DEL$409.1M1.8%—
NEW YORK TIMES CO MTN BE$349.9M1.6%-1%
DICKS SPORTING GOODS INC$340.2M1.5%+9%
WARNER MUSIC GROUP CORP$323.3M1.4%+1%
WINGSTOP INC$260.1M1.2%+20%
EQUIFAX INC$238.1M1.1%—
SCHWAB CHARLES CORP$207.6M0.9%—
META PLATFORMS INC$169.0M0.8%New
VERTIV HOLDINGS CO$82.0M0.4%-76%
LIBERTY MEDIA CORP DEL$74.4M0.3%—

16 of 16 positions. A 13F covers long US-listed positions at a quarter end only — no shorts, leverage, cash, ordinary bonds or private holdings — and is 45 days old on publication.

NEW POSITIONS

  • Space Exploration Techn Corp$17.3B · 77.8%
  • Amazon Com Inc$595.9M · 2.7%
  • Meta Platforms Inc$169.0M · 0.8%

EXITS

  • Somnigroup International Inc$196.3M last quarter

QUESTIONS PEOPLE ASK

What are Darsana Capital Partners' largest holdings?

OPEN
As of Jun 30, 2026, the three largest stock positions are Space Exploration Techn Corp (77.8%), Amazon Com Inc (2.7%) and Echostar Corp (2.3%), together 82.8% of the reported book.

How big is Darsana Capital Partners' 13F portfolio?

OPEN
The Q2 2026 13F, filed Aug 14, 2026, reports 16 positions worth $22.3B. The ten largest make up 95.4% of it.

What did Darsana Capital Partners buy and sell in Q2 2026?

OPEN
It opened 3 new positions, the largest stock positions being Space Exploration Techn Corp ($17.3B), Amazon Com Inc ($595.9M) and Meta Platforms Inc ($169.0M), and exited 1, the largest stock exit being Somnigroup International Inc ($196.3M last quarter). Among positions it already held, the biggest increases by share count were Hca Healthcare Inc (+47%), Wingstop Inc (+20%) and Dicks Sporting Goods Inc (+9%), and the biggest cuts were Vertiv Holdings Co (−75%), Echostar Corp (−29%) and Guidewire Software Inc (−5%).

When is Darsana Capital Partners' next 13F due?

OPEN
The Q3 2026 13F is due Nov 16, 2026. Forty-five days after the quarter ends is November 14, 2026 (Saturday), so the deadline moves to the next business day. Anand Desai's filing usually lands close to the deadline.

Filers with overlapping books