Q2 2026 13F · SEC CIK 1609098
Darsana Capital Partners LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $22.3B
- Reported positions
- 16
- Top holdings a year, 3 yrs
- +22.4%
- Assets under management
- $16.7B
Darsana Capital Partners LP is a hedge fund that reported 16 positions worth $22.3B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Space Exploration Techn Corp (SPCX, 77.8%), Amazon Com Inc (AMZN, 2.7%), EchoStar Corp (ECHO, 2.3%). A portfolio copying its top holdings returned 22.4% a year over the last 3 years, against 20.4% for the S&P 500.
Darsana Capital Partners LP holdings all 16 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| SPCXSpace Exploration Techn Corp | 77.8% | — | $17.3B |
| AMZNAmazon Com Inc | 2.7% | — | $595.9M |
| ECHOEchoStar Corp | 2.3% | -28.6% | $507.5M |
| SHCSotera Health Co | 2.2% | +3.8% | $479.3M |
| GWREGuidewire Software Inc | 2.1% | -4.9% | $468.1M |
| HCAHca Healthcare Inc | 1.9% | +46.7% | $428.9M |
| FWONKLiberty Media Corp Del | 1.8% | +0.0% | $409.1M |
| NYTNew York Times Co Mtn Be | 1.6% | -0.8% | $349.9M |
| DKSDicks Sporting Goods Inc | 1.5% | +9.1% | $340.2M |
| WMGWarner Music Group Corp Cl A | 1.5% | +0.8% | $323.3M |
| WINGWingstop Inc | 1.2% | +20.0% | $260.1M |
| EFXEquifax Inc | 1.1% | +0.0% | $238.1M |
| SCHWCharles Schwab Corp (the) | 0.9% | +0.0% | $207.6M |
| METAMeta Platforms Inc | 0.8% | — | $169.0M |
| VRTVertiv Holdings Co | 0.4% | -75.5% | $82.0M |
| FWONALiberty Media Corp Del | 0.3% | +0.0% | $74.4M |
What Darsana Capital Partners LP bought and sold in Q2 2026, against Q1 2026.
New positions
- SPCX Space Exploration Techn Corp77.8% of 13F
- AMZN Amazon Com Inc2.7% of 13F
- META Meta Platforms Inc0.8% of 13F
Added to
- HCA Hca Healthcare Inc+46.7% shares
- WING Wingstop Inc+20.0% shares
- DKS Dicks Sporting Goods Inc+9.1% shares
Reduced
- VRT Vertiv Holdings Co-75.5% shares
- ECHO EchoStar Corp-28.6% shares
Sold out
- TPX Somnigroup International Incwas 4.2%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +16.6% /yr
- S&P 500 +20.1%
- 3 years
- +22.4% /yr
- S&P 500 +20.4%
- 5 years
- +5.6% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $22.3B | 16 |
| Q1 2026 | $4.7B | 14 |
| Q4 2025 | $5.0B | 16 |
| Q3 2025 | $4.2B | 14 |
| Q2 2025 | $3.5B | 14 |
| Q1 2025 | $3.4B | 14 |
| Q4 2024 | $3.3B | 14 |
| Q3 2024 | $4.1B | 15 |
| Q2 2024 | $3.7B | 14 |
| Q1 2024 | $3.1B | 13 |
| Q4 2023 | $2.8B | 11 |
| Q3 2023 | $2.0B | 10 |
Questions about Darsana Capital Partners LP's portfolio
What stocks does Darsana Capital Partners LP own?
Darsana Capital Partners LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 16 positions worth $22.3B. The largest are Space Exploration Techn Corp (SPCX) at 77.8%, Amazon Com Inc (AMZN) at 2.7%, EchoStar Corp (ECHO) at 2.3%, Sotera Health Co (SHC) at 2.2% and Guidewire Software Inc (GWRE) at 2.1%.
What did Darsana Capital Partners LP buy last quarter?
In Q2 2026, Darsana Capital Partners LP added a new position in Space Exploration Techn Corp (SPCX), a new position in Amazon Com Inc (AMZN), a new position in Meta Platforms Inc (META), Hca Healthcare Inc (HCA) (+46.7% shares), Wingstop Inc (WING) (+20.0% shares) and Dicks Sporting Goods Inc (DKS) (+9.1% shares), compared with its Q1 2026 filing.
What did Darsana Capital Partners LP sell last quarter?
In Q2 2026, Darsana Capital Partners LP sold all of Somnigroup International Inc (TPX), Vertiv Holdings Co (VRT) (-75.5% shares) and EchoStar Corp (ECHO) (-28.6% shares), compared with its Q1 2026 filing.
How has Darsana Capital Partners LP's portfolio performed?
A portfolio copying Darsana Capital Partners LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.6% against +20.1%. Over 5 years: +5.6% a year against +11.6%.
When is Darsana Capital Partners LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Darsana Capital Partners LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Darsana Capital Partners LP manage?
Darsana Capital Partners LP reported $16.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $22.3B.