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Darsana Capital Partners LP

FundNew York · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch
$22.3B
Reported value of US stock holdings on Jun 30, the filing's own figure
16 positions · filed Aug 14, 45 days after the quarter ended
Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 14 · against the report before it

New positions

3
SPCX SPACE EXPLORATION TECHN CORP 101.5M shares77.8% of this fund's holdings
AMZN AMAZON COM INC 2.5M shares2.7% of this fund's holdings
META META PLATFORMS INC 300K shares0.8% of this fund's holdings

Sold out

1
SGI SOMNIGROUP INTERNATIONAL INC All 2.7M shares

Added to

4
SHC SOTERA HEALTH CO +1.0M shares+4%
HCA HCA HEALTHCARE INC +350K shares+47%
DKS DICKS SPORTING GOODS INC +125K shares+9%
WING WINGSTOP INC +250K shares+20%

Trimmed

3
ECHO ECHOSTAR CORP −2.0M shares−29%
GWRE GUIDEWIRE SOFTWARE INC −196K shares−5%
VRT VERTIV HOLDINGS CO −755K shares−76%

Top holdings

Reference, not news
Top holdings · 16 positionsSwipe →
#TickerCompanyShares Share of this fund's holdingsvs last quarter
1 SPCX SPACE EXPLORATION TECHN CORP 101.5M 77.8% New
2 AMZN AMAZON COM INC 2.5M 2.7% New
3 ECHO ECHOSTAR CORP 5.0M 2.3% −29%
4 SHC SOTERA HEALTH CO 27.0M 2.2% +4%
5 GWRE GUIDEWIRE SOFTWARE INC 3.8M 2.1% −5%
6 HCA HCA HEALTHCARE INC 1.1M 1.9% +47%
7 FWONK LIBERTY MEDIA CORP DEL 4.3M 1.8% No change
8 NYT NEW YORK TIMES CO MTN BE 5.0M 1.6% −1%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.