Darsana Capital Partners LP Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$2.0T
Holdings
12
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NYTNEW YORK TIMES CO | 9,000,000 | $385.1B | 19.59% | |
| 2 | RACEFERRARI N V | 1,200,000 | $220.9B | 11.24% | |
| 3 | UBERUBER TECHNOLOGIES INC | 5,000,000 | $182.4B | 9.28% | |
| 4 | HLTHILTON WORLDWIDE HLDGS INC | 2,000,000 | $170.6B | 8.68% | |
| 5 | PTONPELOTON INTERACTIVE INC | 1,700,000 | $168.7B | 8.58% | |
| 6 | BKNGBOOKING HOLDINGS INC | 90,000 | $154.0B | 7.83% | |
| 7 | NVCRNOVOCURE LTD | 1,325,000 | $147.5B | 7.50% | |
| 8 | WMGWARNER MUSIC GROUP CORP | 4,864,270 | $139.8B | 7.11% | |
| 9 | NFLXNETFLIX INC | 270,000 | $135.0B | 6.87% | |
| 10 | GWREGUIDEWIRE SOFTWARE INC | 1,250,000 | $130.3B | 6.63% | |
| 11 | GOOGALPHABET INC | 50,000 | $73.5B | 3.74% | |
| 12 | GTNGRAY TELEVISION INC | 4,192,070 | $57.7B | 2.94% |