Darsana Capital Partners LP Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$3.2T
Holdings
16
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 6,000,000 | $550.0B | 17.24% | |
| 2 | NYTNEW YORK TIMES CO | 15,000,000 | $347.3B | 10.89% | |
| 3 | ADSKAUTODESK INC | 2,175,000 | $339.5B | 10.64% | |
| 4 | RACEFERRARI N V | 2,431,542 | $332.9B | 10.44% | |
| 5 | BKNGBOOKING HLDGS INC | 140,000 | $277.8B | 8.71% | |
| 6 | GOOGALPHABET INC | 200,000 | $238.7B | 7.48% | |
| 7 | BACBANK AMER CORP | 6,500,000 | $191.5B | 6.00% | |
| 8 | BIDUNBAIDU INC | 700,000 | $160.1B | 5.02% | |
| 9 | TMUST MOBILE US INC | 2,200,000 | $154.4B | 4.84% | |
| 10 | GTNGRAY TELEVISION INC | 8,000,000 | $140.0B | 4.39% | |
| 11 | AABAUSDALTABA INC | 1,850,000 | $126.0B | 3.95% | |
| 12 | BABOEING CO | 270,000 | $100.4B | 3.15% | |
| 13 | DLTRDOLLAR TREE INC | 1,000,000 | $81.5B | 2.56% | |
| 14 | NFLXNETFLIX INC | 175,000 | $65.5B | 2.05% | |
| 15 | NVCRNOVOCURE LTD | 824,911 | $43.2B | 1.36% | |
| 16 | METAFACEBOOK INC | 250,000 | $41.1B | 1.29% |