Darsana Capital Partners LP Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$3.1T
Holdings
15
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 6,750,000 | $549.2B | 17.83% | |
| 2 | BACBANK AMER CORP | 12,000,000 | $348.0B | 11.30% | |
| 3 | RACEFERRARI N V | 2,000,000 | $322.8B | 10.48% | |
| 4 | ADSKAUTODESK INC | 1,675,000 | $272.9B | 8.86% | |
| 5 | NYTNEW YORK TIMES CO | 7,590,053 | $247.6B | 8.04% | |
| 6 | GOOGALPHABET INC | 210,000 | $227.0B | 7.37% | |
| 7 | METAFACEBOOK INC | 1,000,000 | $193.0B | 6.27% | |
| 8 | BKNGBOOKING HLDGS INC | 95,000 | $178.1B | 5.78% | |
| 9 | GTNGRAY TELEVISION INC | 9,000,000 | $147.5B | 4.79% | |
| 10 | AABAUSDALTABA INC | 1,850,000 | $128.3B | 4.17% | |
| 11 | UBERUBER TECHNOLOGIES INC | 2,542,949 | $117.9B | 3.83% | |
| 12 | BABOEING CO | 308,500 | $112.3B | 3.65% | |
| 13 | NVCRNOVOCURE LTD | 1,500,000 | $94.8B | 3.08% | |
| 14 | NFLXNETFLIX INC | 250,000 | $91.8B | 2.98% | |
| 15 | LKNCYLUCKIN COFFEE INC | 2,500,000 | $48.7B | 1.58% |