Darsana Capital Partners LP Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$3.2T
Holdings
15
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 6,000,000 | $515.5B | 16.12% | |
| 2 | NYTNEW YORK TIMES CO | 15,000,000 | $388.5B | 12.15% | |
| 3 | ADSKAUTODESK INC | 2,175,000 | $285.1B | 8.92% | |
| 4 | GOOGALPHABET INC | 250,000 | $278.9B | 8.72% | |
| 5 | METAFACEBOOK INC | 1,100,000 | $213.8B | 6.69% | |
| 6 | T7DTRANSDIGM GROUP INC | 550,000 | $189.8B | 5.94% | |
| 7 | BACBANK AMER CORP | 6,500,000 | $183.2B | 5.73% | |
| 8 | BKNGBOOKING HLDGS INC | 90,000 | $182.4B | 5.71% | |
| 9 | BIDUNBAIDU INC | 700,000 | $170.1B | 5.32% | |
| 10 | DLTRDOLLAR TREE INC | 2,000,000 | $170.0B | 5.32% | |
| 11 | RACEFERRARI N V | 1,250,000 | $168.8B | 5.28% | |
| 12 | AABAUSDALTABA INC | 1,850,000 | $135.4B | 4.24% | |
| 13 | GTNGRAY TELEVISION INC | 8,000,000 | $126.4B | 3.95% | |
| 14 | TMUST MOBILE US INC | 1,850,100 | $110.5B | 3.46% | |
| 15 | NFLXNETFLIX INC | 200,000 | $78.3B | 2.45% |