Darsana Capital Partners LP Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$2.2T
Holdings
13
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NYTNEW YORK TIMES CO | 8,500,000 | $410.6B | 18.98% | |
| 2 | CMCSACOMCAST CORP NEW | 6,500,000 | $327.1B | 15.13% | |
| 3 | RHRH | 550,000 | $294.8B | 13.63% | |
| 4 | GWREGUIDEWIRE SOFTWARE INC | 2,500,000 | $283.8B | 13.12% | |
| 5 | SHOPSHOPIFY INC | 145,000 | $199.7B | 9.23% | |
| 6 | METAMETA PLATFORMS INC | 500,000 | $168.2B | 7.78% | |
| 7 | RACEFERRARI N V | 500,000 | $129.4B | 5.98% | |
| 8 | WMGWARNER MUSIC GROUP CORP | 2,981,049 | $128.7B | 5.95% | |
| 9 | CMRCBIGCOMMERCE HLDGS INC | 3,000,000 | $106.1B | 4.91% | |
| 10 | PTONPELOTON INTERACTIVE INC | 1,800,000 | $64.4B | 2.98% | |
| 11 | NVCRNOVOCURE LTD | 258,937 | $19.4B | 0.90% | |
| 12 | GTNGRAY TELEVISION INC | 915,863 | $18.5B | 0.85% | |
| 13 | DIDIYDIDI GLOBAL INC | 2,447,220 | $12.2B | 0.56% |