Darsana Capital Partners LP Q2 2016 Filing
Filed August 15, 2016
Portfolio Value
$1.9T
Holdings
16
Report Date
Q2 2016
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 5,250,000 | $225.8B | 11.74% | |
| 2 | HLTHILTON WORLDWIDE HLDGS INC | 8,000,000 | $180.2B | 9.37% | |
| 3 | BIDUNBAIDU INC | 1,000,000 | $165.2B | 8.59% | |
| 4 | MSCIMSCI INC | 2,000,000 | $154.2B | 8.02% | |
| 5 | ADBEADOBE SYS INC | 1,500,000 | $143.7B | 7.47% | |
| 6 | CRICARTER INC | 1,300,000 | $138.4B | 7.20% | |
| 7 | BKNGPRICELINE GRP INC | 110,000 | $137.3B | 7.14% | |
| 8 | LBTYBLIBERTY GLOBAL PLC | 4,700,000 | $134.7B | 7.00% | |
| 9 | DLTRDOLLAR TREE INC | 1,350,000 | $127.2B | 6.61% | |
| 10 | —TWENTY FIRST CENTY FOX INC | 4,500,000 | $121.7B | 6.33% | Call |
| 11 | DALDELTA AIR LINES INC DEL | 3,250,000 | $118.4B | 6.16% | Call |
| 12 | TAT&T INC | 2,500,000 | $108.0B | 5.62% | Put |
| 13 | SBACSBA COMMUNICATIONS CORP | 850,000 | $91.7B | 4.77% | |
| 14 | METAFACEBOOK INC | 300,000 | $34.3B | 1.78% | |
| 15 | 8CWCROWN CASTLE INTL CORP NEW | 250,000 | $25.4B | 1.32% | |
| 16 | LBTYBLIBERTY GLOBAL PLC | 530,266 | $17.2B | 0.90% |