Darsana Capital Partners LP
13F filer · CIK 1609098 · New York, NY
Summary
Darsana Capital Partners LP reported $22.27B across 16 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are SPCX (77.8%), AMZN (2.7%), ECHO (2.3%). Versus 2026 Q1, leaving options aside, it opened 3 new positions, added to 5, trimmed 4 and sold out of 1.
Reported value$22.27B
Positions16
Report period2026 Q2
FiledAug 14, 2026
New positions3
Added5
Trimmed4
Sold out1
Top 16 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 77.8%Value $17.34BPrice $145.47Shares 101.46MSince Jun 30 -14.86%
Weight 2.7%Value $595.85MPrice $246.67Shares 2.50MSince Jun 30 +3.50%
Weight 2.3%Value $507.50MPrice $89.22Shares 5.00M -28.57%Since Jun 30 -12.10%
Weight 2.2%Value $479.25MPrice $18.45Shares 27.00M +3.85%Since Jun 30 +3.94%
Weight 2.1%Value $468.08MPrice $145.18Shares 3.80M -4.90%Since Jun 30 +17.98%
Weight 1.9%Value $428.88MPrice $432.60Shares 1.10M +46.67%Since Jun 30 +10.95%
Weight 1.8%Value $409.10MPrice $94.86Shares 4.30MSince Jun 30 -0.29%
Weight 1.6%Value $349.90MPrice $64.17Shares 5.00M -0.77%Since Jun 30 -8.30%
Weight 1.5%Value $340.21MPrice $134.16Shares 1.50M +9.09%Since Jun 30 -40.85%
Weight 1.5%Value $323.30MPrice $27.14Shares 11.94M +0.79%Since Jun 30 +0.26%
Weight 1.2%Value $260.12MPrice $101.80Shares 1.50M +20.00%Since Jun 30 -41.30%
Weight 1.1%Value $238.08MPrice $145.78Shares 1.50MSince Jun 30 -8.15%
Weight 0.9%Value $207.61MPrice $98.30Shares 2.25MSince Jun 30 +6.54%
Weight 0.8%Value $168.99MPrice $715.62Shares 300KSince Jun 30 +27.04%
Weight 0.4%Value $82.00MPrice $244.04Shares 245K -75.51%Since Jun 30 -27.11%
Weight 0.3%Value $74.41MPrice $86.62Shares 850KSince Jun 30 -1.05%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 77.8% | $17.34B | -14.86% | — | New | |
| 2.7% | $595.85M | +3.50% | — | New | |
| 2.3% | $507.50M | -12.10% | -28.57% | Trim | |
| 2.2% | $479.25M | +3.94% | +3.85% | Add | |
| 2.1% | $468.08M | +17.98% | -4.90% | Trim | |
| 1.9% | $428.88M | +10.95% | +46.67% | Add | |
| 1.8% | $409.10M | -0.29% | — | Hold | |
| 1.6% | $349.90M | -8.30% | -0.77% | Trim | |
| 1.5% | $340.21M | -40.85% | +9.09% | Add | |
| 1.5% | $323.30M | +0.26% | +0.79% | Add | |
| 1.2% | $260.12M | -41.30% | +20.00% | Add | |
| 1.1% | $238.08M | -8.15% | — | Hold | |
| 0.9% | $207.61M | +6.54% | — | Hold | |
| 0.8% | $168.99M | +27.04% | — | New | |
| 0.4% | $82.00M | -27.11% | -75.51% | Trim | |
| 0.3% | $74.41M | -1.05% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.