Darsana Capital Partners LP Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$3.5T
Holdings
17
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAFACEBOOK INC | 1,350,000 | $469.4B | 13.35% | Call |
| 2 | NYTNEW YORK TIMES CO | 9,423,665 | $410.4B | 11.67% | |
| 3 | DASHDOORDASH INC | 1,850,000 | $329.9B | 9.38% | |
| 4 | GWREGUIDEWIRE SOFTWARE INC | 2,500,000 | $281.8B | 8.01% | |
| 5 | MSFTMICROSOFT CORP | 1,000,000 | $270.9B | 7.70% | |
| 6 | RACEFERRARI N V | 1,250,000 | $257.6B | 7.32% | |
| 7 | PTONPELOTON INTERACTIVE INC | 1,800,000 | $223.2B | 6.35% | |
| 8 | SHOPSHOPIFY INC | 150,000 | $219.1B | 6.23% | |
| 9 | CMCSACOMCAST CORP NEW | 3,500,000 | $199.6B | 5.68% | |
| 10 | HLTHILTON WORLDWIDE HLDGS INC | 1,500,000 | $180.9B | 5.15% | |
| 11 | NVCRNOVOCURE LTD | 700,000 | $155.3B | 4.42% | |
| 12 | WMGWARNER MUSIC GROUP CORP | 4,206,049 | $151.6B | 4.31% | |
| 13 | NARIUSDINARI MED INC | 1,475,000 | $137.6B | 3.91% | |
| 14 | AMZNAMAZON COM INC | 30,000 | $103.2B | 2.94% | |
| 15 | DIDIYDIDI GLOBAL INC | 4,250,000 | $60.1B | 1.71% | |
| 16 | GTNGRAY TELEVISION INC | 1,497,237 | $35.0B | 1.00% | |
| 17 | YMMFULL TRUCK ALLIANCE CO LTD | 1,500,000 | $30.6B | 0.87% |