Darsana Capital Partners LP Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$3.0T
Holdings
15
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NYTNEW YORK TIMES CO | 8,500,000 | $418.8B | 13.80% | |
| 2 | RACEFERRARI N V | 1,500,000 | $313.7B | 10.33% | |
| 3 | SHOPSHOPIFY INC | 225,000 | $305.1B | 10.05% | |
| 4 | GWREGUIDEWIRE SOFTWARE INC | 2,500,000 | $297.2B | 9.79% | |
| 5 | METAFACEBOOK INC | 800,000 | $271.5B | 8.95% | |
| 6 | RHRH | 400,000 | $266.8B | 8.79% | |
| 7 | HLTHILTON WORLDWIDE HLDGS INC | 1,500,000 | $198.2B | 6.53% | |
| 8 | CMCSACOMCAST CORP NEW | 3,500,000 | $195.8B | 6.45% | |
| 9 | WMGWARNER MUSIC GROUP CORP | 4,206,049 | $179.8B | 5.92% | |
| 10 | PTONPELOTON INTERACTIVE INC | 1,800,000 | $156.7B | 5.16% | |
| 11 | NARIUSDINARI MED INC | 1,426,584 | $115.7B | 3.81% | |
| 12 | CMRCBIGCOMMERCE HLDGS INC | 2,250,000 | $113.9B | 3.75% | |
| 13 | AMZNAMAZON COM INC | 30,000 | $98.6B | 3.25% | |
| 14 | NVCRNOVOCURE LTD | 700,000 | $81.3B | 2.68% | |
| 15 | GTNGRAY TELEVISION INC | 980,792 | $22.4B | 0.74% |