Darsana Capital Partners LP Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$2.1T
Holdings
13
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NYTNEW YORK TIMES CO | 13,000,000 | $399.2B | 18.88% | |
| 2 | TSLATESLA INC | 500,000 | $262.0B | 12.39% | |
| 3 | METAFACEBOOK INC | 1,500,000 | $250.2B | 11.83% | |
| 4 | NFLXNETFLIX INC | 550,000 | $206.5B | 9.76% | |
| 5 | RACEFERRARI N V | 1,300,000 | $198.3B | 9.38% | |
| 6 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 8,261,869 | $197.7B | 9.35% | |
| 7 | UBERUBER TECHNOLOGIES INC | 6,750,000 | $188.5B | 8.91% | |
| 8 | ADSKAUTODESK INC | 1,000,000 | $156.1B | 7.38% | |
| 9 | NVCRNOVOCURE LTD | 1,350,000 | $90.9B | 4.30% | |
| 10 | GTNGRAY TELEVISION INC | 8,000,000 | $85.9B | 4.06% | |
| 11 | GOOGALPHABET INC | 50,000 | $58.1B | 2.75% | |
| 12 | SHAKSHAKE SHACK INC | 500,000 | $18.9B | 0.89% | |
| 13 | BACBK OF AMERICA CORP | 125,000 | $2.7B | 0.13% |