Darsana Capital Partners LP Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$3.6T
Holdings
18
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NYTNEW YORK TIMES CO | 10,000,000 | $506.2B | 14.15% | |
| 2 | DASHDOORDASH INC | 3,521,505 | $461.8B | 12.90% | |
| 3 | GOOGALPHABET INC | 150,000 | $310.3B | 8.67% | |
| 4 | MSFTMICROSOFT CORP | 1,150,000 | $271.1B | 7.58% | |
| 5 | GWREGUIDEWIRE SOFTWARE INC | 2,500,000 | $254.1B | 7.10% | |
| 6 | METAFACEBOOK INC | 850,000 | $250.4B | 7.00% | |
| 7 | RACEFERRARI N V | 1,000,000 | $209.3B | 5.85% | |
| 8 | HLTHILTON WORLDWIDE HLDGS INC | 1,500,000 | $181.4B | 5.07% | |
| 9 | PTONPELOTON INTERACTIVE INC | 1,500,000 | $168.7B | 4.71% | |
| 10 | CMCSACOMCAST CORP NEW | 3,000,000 | $162.3B | 4.54% | |
| 11 | WMGWARNER MUSIC GROUP CORP | 4,206,049 | $144.4B | 4.03% | |
| 12 | NFLXNETFLIX INC | 250,000 | $130.4B | 3.64% | |
| 13 | SHOPSHOPIFY INC | 115,000 | $127.2B | 3.56% | |
| 14 | NWSANEWS CORP NEW | 5,000,000 | $127.2B | 3.55% | |
| 15 | NARIUSDINARI MED INC | 1,039,200 | $111.2B | 3.11% | |
| 16 | GTNGRAY TELEVISION INC | 3,607,933 | $66.4B | 1.86% | |
| 17 | NVCRNOVOCURE LTD | 500,000 | $66.1B | 1.85% | |
| 18 | DRVNDRIVEN BRANDS HLDGS INC | 1,189,500 | $30.2B | 0.84% |