Filed: 8/14/2026ACC: 0001172661-26-003746
📋 What this filing means
DARSANA CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $22.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$22.27B
Total AUM (reported)
170.25M
Total Shares
Allocation by class
CLASS A COM STK$17.34B77.8%
COM$3.02B13.6%
CL A$1.03B4.6%
COM LBTY ONE S C$409.10M1.8%
COM CL A$405.30M1.8%
COM LBTY ONE S A$74.41M0.3%
Portfolio Concentration
Top 3$18.44B82.8%
4–10$2.80B12.6%
11–25$1.03B4.6%
Top 3 weight
82.8%
Top 10 weight
95.4%
Voting Authority Distribution
Total shares with voting rights: 170.25M
Sole
Full voting authority
170.25M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
SPACE EXPLORATION TECHN CORP
SOLEShares101.46M
TypeSH
Market value$17.34B
77.85%
Sole
101.46M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.50M
TypeSH
Market value$595.85M
2.68%
Sole
2.50M
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares5M
TypeSH
Market value$507.50M
2.28%
Sole
5M
Shared
0.00
None
0.00
SOTERA HEALTH CO
SOLEShares27M
TypeSH
Market value$479.25M
2.15%
Sole
27M
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares3.80M
TypeSH
Market value$468.08M
2.10%
Sole
3.80M
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares1.10M
TypeSH
Market value$428.88M
1.93%
Sole
1.10M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares4.30M
TypeSH
Market value$409.10M
1.84%
Sole
4.30M
Shared
0.00
None
0.00
NEW YORK TIMES CO MTN BE
SOLEShares5M
TypeSH
Market value$349.90M
1.57%
Sole
5M
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares1.50M
TypeSH
Market value$340.21M
1.53%
Sole
1.50M
Shared
0.00
None
0.00
WARNER MUSIC GROUP CORP
SOLEShares11.94M
TypeSH
Market value$323.30M
1.45%
Sole
11.94M
Shared
0.00
None
0.00
WINGSTOP INC
SOLEShares1.50M
TypeSH
Market value$260.12M
1.17%
Sole
1.50M
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares1.50M
TypeSH
Market value$238.08M
1.07%
Sole
1.50M
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares2.25M
TypeSH
Market value$207.61M
0.93%
Sole
2.25M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares300K
TypeSH
Market value$168.99M
0.76%
Sole
300K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares244.91K
TypeSH
Market value$82.00M
0.37%
Sole
244.91K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares850K
TypeSH
Market value$74.41M
0.33%
Sole
850K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPACE EXPLORATION TECHN CORPSOLE | CLASS A COM STK | 101.46M | SH | $17.34B 77.85% | 101.46M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.50M | SH | $595.85M 2.68% | 2.50M | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 5M | SH | $507.50M 2.28% | 5M | 0.00 | 0.00 |
SOTERA HEALTH COSOLE | COM | 27M | SH | $479.25M 2.15% | 27M | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 3.80M | SH | $468.08M 2.10% | 3.80M | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 1.10M | SH | $428.88M 1.93% | 1.10M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 4.30M | SH | $409.10M 1.84% | 4.30M | 0.00 | 0.00 |
NEW YORK TIMES CO MTN BESOLE | CL A | 5M | SH | $349.90M 1.57% | 5M | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 1.50M | SH | $340.21M 1.53% | 1.50M | 0.00 | 0.00 |
WARNER MUSIC GROUP CORPSOLE | COM CL A | 11.94M | SH | $323.30M 1.45% | 11.94M | 0.00 | 0.00 |
WINGSTOP INCSOLE | COM | 1.50M | SH | $260.12M 1.17% | 1.50M | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 1.50M | SH | $238.08M 1.07% | 1.50M | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 2.25M | SH | $207.61M 0.93% | 2.25M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 300K | SH | $168.99M 0.76% | 300K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 244.91K | SH | $82.00M 0.37% | 244.91K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S A | 850K | SH | $74.41M 0.33% | 850K | 0.00 | 0.00 |