Darsana Capital Partners LP Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$2.9T
Holdings
13
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NYTNEW YORK TIMES CO | 12,000,000 | $386.0B | 13.16% | |
| 2 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 4,500,000 | $328.0B | 11.18% | |
| 3 | METAFACEBOOK INC | 1,500,000 | $307.9B | 10.50% | |
| 4 | NFLXNETFLIX INC | 900,000 | $291.2B | 9.93% | |
| 5 | ADSKAUTODESK INC | 1,525,000 | $279.8B | 9.54% | |
| 6 | RACEFERRARI N V | 1,600,000 | $264.9B | 9.03% | |
| 7 | BACBANK AMER CORP | 6,500,000 | $228.9B | 7.80% | |
| 8 | GOOGALPHABET INC | 150,000 | $200.6B | 6.84% | |
| 9 | UBERUBER TECHNOLOGIES INC | 6,000,000 | $178.4B | 6.08% | |
| 10 | GTNGRAY TELEVISION INC | 8,000,000 | $171.5B | 5.85% | |
| 11 | NVCRNOVOCURE LTD | 1,350,000 | $113.8B | 3.88% | |
| 12 | LKNCYLUCKIN COFFEE INC | 2,500,000 | $98.4B | 3.35% | |
| 13 | BABOEING CO | 257,500 | $83.9B | 2.86% |