Darsana Capital Partners LP reported 16 equity positions with a combined reported value of $22.27B in its Q2 2026 Form 13F filing. The ten largest of those positions account for 95.4%of the filing’s reported value.
| # | Security | CUSIP | Class | Reported value | Shares | Weight |
|---|---|---|---|---|---|---|
| 1 | SPACE EXPLORATION TECHN CORP | 84615Q103 | CLASS A COM STK | $17.34B | 101.46M | 77.85% |
| 2 | AMAZON COM INC | 023135106 | COM | $595.9M | 2.50M | 2.68% |
| 3 | ECHOSTAR CORP | 278768106 | CL A | $507.5M | 5.00M | 2.28% |
| 4 | SOTERA HEALTH CO | 83601L102 | COM | $479.3M | 27.00M | 2.15% |
| 5 | GUIDEWIRE SOFTWARE INC | 40171V100 | COM | $468.1M | 3.80M | 2.10% |
| 6 | HCA HEALTHCARE INC | 40412C101 | COM | $428.9M | 1.10M | 1.93% |
| 7 | LIBERTY MEDIA CORP DEL | 531229755 | COM LBTY ONE S C | $409.1M | 4.30M | 1.84% |
| 8 | NEW YORK TIMES CO MTN BE | 650111107 | CL A | $349.9M | 5.00M | 1.57% |
| 9 | DICKS SPORTING GOODS INC | 253393102 | COM | $340.2M | 1.50M | 1.53% |
| 10 | WARNER MUSIC GROUP CORP | 934550203 | COM CL A | $323.3M | 11.94M | 1.45% |
The full 16-position filing, quarter-over-quarter position changes, concentration analysis and cross-fund security search are in the Fund Tracker dashboard.
Open Fund TrackerRock Group holds Darsana Capital Partners LP’s 13F filings for Q2 2026, Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024, Q3 2024, Q2 2024. Period-over-period comparison — positions added, exited and resized — is available in the dashboard.
Browse all 13F filers on file, or read the Fund Tracker documentation for what Form 13F does and does not disclose.