Darsana Capital Partners LP Q1 2018 Filing
Filed May 15, 2018
Portfolio Value
$3.1T
Holdings
15
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 525,000 | $541.7B | 17.37% | Call |
| 2 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 5,500,000 | $460.4B | 14.76% | |
| 3 | NYTNEW YORK TIMES CO | 15,000,000 | $361.5B | 11.59% | |
| 4 | ADSKAUTODESK INC | 2,175,000 | $273.1B | 8.76% | |
| 5 | METAFACEBOOK INC | 1,500,000 | $239.7B | 7.68% | |
| 6 | BACBANK AMER CORP | 6,500,000 | $194.9B | 6.25% | |
| 7 | RACEFERRARI N V | 1,500,000 | $180.8B | 5.80% | |
| 8 | NFLXNETFLIX INC | 550,000 | $162.4B | 5.21% | |
| 9 | BKNGBOOKING HLDGS INC | 75,000 | $156.0B | 5.00% | |
| 10 | T7DTRANSDIGM GROUP INC | 450,000 | $138.1B | 4.43% | |
| 11 | AABAUSDALTABA INC | 1,850,000 | $137.0B | 4.39% | |
| 12 | GTNGRAY TELEVISION INC | 7,585,000 | $96.3B | 3.09% | |
| 13 | CRICARTER INC | 749,700 | $78.0B | 2.50% | |
| 14 | IQIQIYI INC | 4,000,000 | $62.2B | 1.99% | |
| 15 | —SOCIAL CAP HEDOSOPHIA HLDGS | 3,500,000 | $37.0B | 1.19% |