Darsana Capital Partners LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Darsana Capital Partners LP disclosed 16 US equity positions worth $22.3bn in its Q2 2026 13F filing. The largest position was SPCX at 77.8% of the reported book, followed by AMZN and ECHO. Against the Q1 2026 filing, it opened 3 new positions, added to 5 and reduced 4 among the top 16 holdings.
What did Darsana Capital Partners LP own in Q2 2026? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | SPCX SPACE EXPLORATION TECHN CORP | Industrials | 77.8% | $17.3bn | 101,461,915 | – | new |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 2.7% | $595.9m | 2,500,000 | – | new |
| 3 | ECHO ECHOSTAR CORP | Communication Services | 2.3% | $507.5m | 5,000,000 | -29% | reduced |
| 4 | SHC SOTERA HEALTH CO | Healthcare | 2.2% | $479.2m | 27,000,000 | 4% | added |
| 5 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 2.1% | $468.1m | 3,804,000 | -5% | reduced |
| 6 | HCA HCA HEALTHCARE INC | Healthcare | 1.9% | $428.9m | 1,100,000 | 47% | added |
| 7 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 1.8% | $409.1m | 4,300,000 | 0% | held |
| 8 | NYT NEW YORK TIMES CO MTN BE | Communication Services | 1.6% | $349.9m | 5,000,000 | -1% | reduced |
| 9 | DKS DICKS SPORTING GOODS INC | Consumer Cyclical | 1.5% | $340.2m | 1,500,000 | 9% | added |
| 10 | WMG WARNER MUSIC GROUP CORP | Communication Services | 1.5% | $323.3m | 11,943,199 | 1% | added |
| 11 | WING WINGSTOP INC | Consumer Cyclical | 1.2% | $260.1m | 1,500,000 | 20% | added |
| 12 | EFX EQUIFAX INC | Industrials | 1.1% | $238.1m | 1,500,000 | 0% | held |
| 13 | SCHW SCHWAB CHARLES CORP | Financial Services | 0.9% | $207.6m | 2,250,000 | 0% | held |
| 14 | META META PLATFORMS INC | Communication Services | 0.8% | $169.0m | 300,000 | – | new |
| 15 | VRT VERTIV HOLDINGS CO | Industrials | 0.4% | $82.0m | 244,906 | -76% | reduced |
| 16 | FWONA LIBERTY MEDIA CORP DEL | Communication Services | 0.3% | $74.4m | 850,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.