Darsana Capital Partners LP — 13F holdings

Darsana Capital Partners LP reported 16 holdings worth $22.3B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SPCX SPACE EXPLORATION TECHN CORP — $17.3B (77.8%)
2. AMZN AMAZON COM INC — $596M (2.7%)
3. ECHO ECHOSTAR CORP — $508M (2.3%)
4. SHC SOTERA HEALTH CO — $479M (2.2%)
5. GWRE GUIDEWIRE SOFTWARE INC — $468M (2.1%)
6. HCA HCA HEALTHCARE INC — $429M (1.9%)
7. FWONK LIBERTY MEDIA CORP DEL — $409M (1.8%)
8. NYT NEW YORK TIMES CO — $350M (1.6%)
9. DKS DICKS SPORTING GOODS INC — $340M (1.5%)
10. WMG WARNER MUSIC GROUP CORP — $323M (1.5%)