Darsana Capital Partners LP Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$2.4T
Holdings
16
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 5,500,000 | $427.5B | 18.02% | |
| 2 | BACBANK AMER CORP | 10,000,000 | $253.4B | 10.68% | Call |
| 3 | GOOGALPHABET INC | 245,000 | $235.0B | 9.91% | |
| 4 | ADSKAUTODESK INC | 1,675,000 | $188.0B | 7.93% | |
| 5 | CRICARTER INC | 1,600,000 | $158.0B | 6.66% | |
| 6 | NYTNEW YORK TIMES CO | 8,000,000 | $156.8B | 6.61% | |
| 7 | NFLXNETFLIX INC | 800,000 | $145.1B | 6.12% | |
| 8 | AABAUSDALTABA INC | 2,000,000 | $132.5B | 5.58% | |
| 9 | RACEFERRARI N V | 1,175,000 | $129.8B | 5.47% | |
| 10 | METAFACEBOOK INC | 725,000 | $123.9B | 5.22% | |
| 11 | T7DTRANSDIGM GROUP INC | 450,000 | $115.0B | 4.85% | |
| 12 | BKNGPRICELINE GRP INC | 60,000 | $109.8B | 4.63% | |
| 13 | BABAALIBABA GROUP HLDG LTD | 500,000 | $86.4B | 3.64% | |
| 14 | GTNGRAY TELEVISION INC | 3,300,000 | $51.8B | 2.18% | |
| 15 | —SOCIAL CAP HEDOSOPHIA HLDGS | 3,500,000 | $36.9B | 1.56% | |
| 16 | MSCIMSCI INC | 190,000 | $22.2B | 0.94% |