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DARSANA CAPITAL PARTNERS LP
DARSANA CAPITAL PARTNERS LP
Latest filing: 2026-06-30
DARSANA CAPITAL PARTNERS LP runs DARSANA CAPITAL PARTNERS LP and currently holds 16 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $22.27B. Their top holdings are SPCX, AMZN, SATS, SHC, GWRE. The top five represent 87.1% of reported portfolio weight. DARSANA CAPITAL PARTNERS LP ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, DARSANA CAPITAL PARTNERS LP initiated 3 new positions. They added to 5 existing positions. They trimmed 4 positions. Their current best-performing preview position is VRT with returns of +33.62%.
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16 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
SP SPCX SPACE EXPLORATION TECHN CORP | 77.85% | $170.86 | $136.97 | -19.83% | New Buy |
 AMZN AMAZON COM INC | 2.68% | $238.34 | $258.63 | +8.51% | New Buy |
 SATS ECHOSTAR CORP | 2.28% | $22.77 | $86.98 | +281.99% | Trimmed -28.57% |
 SHC SOTERA HEALTH CO | 2.15% | $16.13 | $19.57 | +21.33% | Added +3.85% |
 GWRE GUIDEWIRE SOFTWARE INC | 2.10% | $138.32 | $189.18 | +36.77% | Trimmed -4.90% |
 HCA HCA HEALTHCARE INC | 1.93% | $344.85 | $429.28 | +24.48% | Added +46.67% |
 FWONK LIBERTY MEDIA CORP DEL | 1.84% | $92.29 | $104.94 | +13.71% | Held |
 NYT NEW YORK TIMES CO MTN BE | 1.57% | $40.12 | $65.68 | +63.71% | Trimmed -0.77% |
 DKS DICKS SPORTING GOODS INC | 1.53% | $200.56 | $183.21 | -8.65% | Added +9.09% |
 WMG WARNER MUSIC GROUP CORP | 1.45% | $28.94 | $27.13 | -6.25% | Added +0.79% |
Showing 1-10 of 16