Darsana Capital Partners LP Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$3.5T
Holdings
14
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DASHDOORDASH INC | 4,671,505 | $666.9B | 18.82% | |
| 2 | NYTNEW YORK TIMES CO | 10,000,000 | $517.7B | 14.61% | |
| 3 | RACEFERRARI N V | 1,375,000 | $315.6B | 8.91% | |
| 4 | GWREGUIDEWIRE SOFTWARE INC | 2,250,000 | $289.6B | 8.18% | |
| 5 | GOOGALPHABET INC | 140,000 | $245.3B | 6.92% | |
| 6 | HLTHILTON WORLDWIDE HLDGS INC | 2,000,000 | $222.5B | 6.28% | |
| 7 | WMGWARNER MUSIC GROUP CORP | 5,512,238 | $209.4B | 5.91% | |
| 8 | BKNGBOOKING HOLDINGS INC | 90,000 | $200.5B | 5.66% | |
| 9 | METAFACEBOOK INC | 725,000 | $198.0B | 5.59% | |
| 10 | UBERUBER TECHNOLOGIES INC | 3,750,000 | $191.3B | 5.40% | |
| 11 | NFLXNETFLIX INC | 270,000 | $146.0B | 4.12% | |
| 12 | PTONPELOTON INTERACTIVE INC | 900,000 | $136.5B | 3.85% | |
| 13 | NVCRNOVOCURE LTD | 750,000 | $129.8B | 3.66% | |
| 14 | GTNGRAY TELEVISION INC | 4,107,933 | $73.5B | 2.07% |