Darsana Capital Partners
Darsana Capital Partners reported 16 stocks worth $22.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPCX (77.8%), AMZN (2.7%) and ECHO (2.3%). Compared with Q1 2026, the fund opened new positions in SPCX, AMZN and META, added to SHC, HCA and DKS, trimmed ECHO, GWRE and NYT and sold out of SGI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPCX Space Exploration Techn Corp Class A Com Stk | $17.3B | 77.8% | 101M | New position | 1 of 8 | |
| 2 |  AMZN Amazon Com Inc | $596M | 2.7% | 2.5M | New position | 1 of 8 | |
| 3 |  ECHO Echostar Corp | $508M | 2.3% | 5M | −2M (−29%) | 8 of 8 | |
| 4 |  SHC Sotera Health Co | $479M | 2.1% | 27M | +1M (+4%) | 8 of 8 | |
| 5 |  GWRE Guidewire Software Inc | $468M | 2.1% | 3.8M | −196K (−5%) | 8 of 8 | |
| 6 |  HCA Hca Healthcare Inc | $429M | 1.9% | 1.1M | +350K (+47%) | 8 of 8 | |
| 7 |  FWONK Liberty Media Corp Del | $409M | 1.8% | 4.3M | No change | 7 of 8 | |
| 8 |  NYT New York Times Co | $350M | 1.6% | 5M | −39K (−1%) | 8 of 8 | |
| 9 |  DKS Dicks Sporting Goods Inc | $340M | 1.5% | 1.5M | +125K (+9%) | 3 of 8 | |
| 10 |  WMG Warner Music Group Corp | $323M | 1.4% | 11.9M | +93K (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SGI Somnigroup International Inc | $196M | 2.7M |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Darsana Capital Partners 13F FAQ
What does Darsana Capital Partners own?
Darsana Capital Partners reported 16 stocks worth $22.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPCX (77.8%), AMZN (2.7%) and ECHO (2.3%). The table above lists every position in the filing (the top 10 without an account).
What did Darsana Capital Partners buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 5 added to, 4 trimmed and 1 sold out. New positions include SPCX, AMZN and META. It sold all of SGI.
When will Darsana Capital Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Darsana Capital Partners's portfolio worth?
The Q2 2026 filing reports $22.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.