Darsana Capital Partners LP Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$2.7T
Holdings
15
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 5,500,000 | $479.9B | 17.64% | |
| 2 | GOOGALPHABET INC | 425,000 | $444.7B | 16.35% | Call |
| 3 | NYTNEW YORK TIMES CO | 14,524,335 | $268.7B | 9.88% | |
| 4 | BACBANK AMER CORP | 7,250,000 | $214.0B | 7.87% | |
| 5 | ADSKAUTODESK INC | 1,850,000 | $193.9B | 7.13% | |
| 6 | CRICARTER INC | 1,600,000 | $188.0B | 6.91% | |
| 7 | NFLXNETFLIX INC | 800,000 | $153.6B | 5.64% | |
| 8 | BKNGPRICELINE GRP INC | 87,500 | $152.1B | 5.59% | |
| 9 | AABAUSDALTABA INC | 2,000,000 | $139.7B | 5.13% | |
| 10 | T7DTRANSDIGM GROUP INC | 450,000 | $123.6B | 4.54% | |
| 11 | RACEFERRARI N V | 1,054,282 | $110.5B | 4.06% | |
| 12 | METAFACEBOOK INC | 600,000 | $105.9B | 3.89% | |
| 13 | GTNGRAY TELEVISION INC | 6,000,000 | $100.5B | 3.69% | |
| 14 | —SOCIAL CAP HEDOSOPHIA HLDGS | 3,500,000 | $37.1B | 1.36% | |
| 15 | BABAALIBABA GROUP HLDG LTD | 50,000 | $8.6B | 0.32% |