Notify me when Darsana Capital Partners LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 16 | $5,017,608,933 | +$649,331,696 | -$203,249,162 | +$446,082,534 | SATS, NYT, GWRE, HCA, SHC | 13F-HR | 17 Feb 2026, 12:44 |
| Q3 2025 | 14 | $4,245,554,063 | +$452,878,263 | -$388,590,600 | +$64,287,663 | SATS, GWRE, NYT, HCA, SHC | 13F-HR | 14 Nov 2025, 16:00 |
| Q2 2025 | 14 | $3,502,115,200 | +$153,745,314 | -$476,156,000 | -$322,410,686 | GWRE, HCA, NYT, SGI, TDG | 13F-HR | 14 Aug 2025, 16:12 |
| Q1 2025 | 14 | $3,440,954,280 | +$812,779,441 | -$753,617,500 | +$59,161,941 | HCA, GWRE, SGI, FWONK, NYT | 13F-HR | 15 May 2025, 16:11 |
| Q4 2024 | 14 | $3,285,904,847 | +$438,774,596 | -$989,496,800 | -$550,722,204 | TPX, GWRE, HCA, NYT, GOOGL | 13F-HR | 14 Feb 2025, 16:44 |
| Q3 2024 | 15 | $4,061,692,789 | +$745,278,398 | -$732,843,776 | +$12,434,622 | HCA, GWRE, TPX, HLT, SHC | 13F-HR | 14 Nov 2024, 17:02 |
| Q2 2024 | 14 | $3,658,647,081 | +$915,746,853 | -$396,970,520 | +$518,776,333 | GWRE, META, CMCSA, HCA, STZ | 13F-HR | 14 Aug 2024, 16:01 |
| Q1 2024 | 13 | $3,111,913,470 | +$464,537,500 | -$488,990,500 | -$24,453,000 | GWRE, STZ, CMCSA, HLT, BAC | 13F-HR | 15 May 2024, 16:02 |
| Q4 2023 | 11 | $2,802,849,780 | +$546,138,329 | -$133,688,000 | +$412,450,329 | GWRE, HLT, META, CMCSA, STZ | 13F-HR | 14 Feb 2024, 16:04 |
| Q3 2023 | 10 | $2,039,575,802 | +$491,285,280 | -$109,343,000 | +$381,942,280 | META, HLT, KKR, CMCSA, GWRE | 13F-HR | 14 Nov 2023, 16:17 |
| Q2 2023 | 9 | $1,550,180,250 | +$431,588,750 | -$460,847,174 | -$29,258,424 | CMCSA, META, HLT, KKR, NYT | 13F-HR | 14 Aug 2023, 16:00 |
| Q1 2023 | 12 | $1,485,699,909 | +$309,811,500 | -$538,359,310 | -$228,547,810 | CMCSA, GWRE, NYT, META, HLT | 13F-HR | 15 May 2023, 16:42 |
| Q4 2022 | 11 | $1,499,688,119 | +$4,343,037 | -$626,989,341 | -$622,646,304 | CMCSA, NYT, RACE, RH, GWRE | 13F-HR | 14 Feb 2023, 16:14 |
| Q3 2022 | 12 | $1,947,311,000 | +$185,065,429 | -$22,154,435 | +$162,910,994 | CMCSA, NYT, RH, RACE, FIVE | 13F-HR | 14 Nov 2022, 16:05 |
| Q2 2022 | 12 | $1,856,754,000 | +$487,702,613 | -$41,895,000 | +$445,807,613 | NYT, RACE, CMCSA, RH, GWRE | 13F-HR | 15 Aug 2022, 09:15 |
| Q1 2022 | 11 | $1,971,192,000 | +$600,321,229 | -$510,713,000 | +$89,608,229 | NYT, RACE, CMCSA, RH, GWRE | 13F-HR | 16 May 2022, 09:50 |
| Q4 2021 | 13 | $2,162,886,000 | +$270,095,500 | -$969,648,083 | -$699,552,583 | NYT, CMCSA, RH, GWRE, SHOP | 13F-HR | 14 Feb 2022, 13:24 |
| Q3 2021 | 15 | $3,035,242,000 | +$534,667,667 | -$769,666,460 | -$234,998,793 | NYT, RACE, SHOP, GWRE, META | 13F-HR | 15 Nov 2021, 09:35 |
| Q2 2021 | 17 | $3,342,365,000 | +$447,248,324 | -$1,011,301,150 | -$564,052,826 | NYT, DASH, META, GWRE, MSFT | 13F-HR | 16 Aug 2021, 12:29 |
| Q1 2021 | 18 | $3,578,596,000 | +$979,669,157 | -$778,963,294 | +$200,705,863 | NYT, DASH, GOOG, MSFT, GWRE | 13F-HR | 17 May 2021, 09:29 |
| Q4 2020 | 14 | $3,542,544,000 | +$1,267,849,607 | -$286,129,213 | +$981,720,394 | DASH, NYT, RACE, GWRE, GOOG | 13F-HR | 16 Feb 2021, 16:36 |
| Q3 2020 | 12 | $1,965,563,000 | +$347,017,132 | -$326,245,070 | +$20,772,062 | NYT, RACE, UBER, HLT, PTON | 13F-HR | 16 Nov 2020, 12:36 |
| Q2 2020 | 12 | $1,687,030,000 | +$446,733,000 | -$1,138,416,379 | -$691,683,379 | NYT, RACE, SPR, UBER, PTON | 13F-HR | 14 Aug 2020, 10:14 |
| Q1 2020 | 13 | $2,115,057,000 | +$422,541,741 | -$693,067,500 | -$270,525,759 | NYT, TSLA, META, NFLX, RACE | 13F-HR | 15 May 2020, 15:10 |
| Q4 2019 | 13 | $2,933,220,000 | +$290,672,826 | -$355,218,371 | -$64,545,545 | NYT, SPR, META, NFLX, ADSK | 13F-HR | 14 Feb 2020, 09:16 |
| Q3 2019 | 14 | $2,697,523,000 | +$252,301,291 | -$448,199,530 | -$195,898,239 | SPR, NYT, GOOG, BAC, ADSK | 13F-HR | 14 Nov 2019, 09:55 |
| Q2 2019 | 15 | $3,080,106,000 | +$566,746,389 | -$150,661,279 | +$416,085,110 | SPR, BAC, RACE, ADSK, NYT | 13F-HR | 14 Aug 2019, 09:02 |
| Q1 2019 | 11 | $2,670,770,000 | $0 | -$309,690,578 | -$309,690,578 | SPR, BAC, NYT, RACE, ADSK | 13F-HR | 15 May 2019, 10:52 |
| Q4 2018 | 12 | $2,390,087,000 | +$307,975,196 | -$608,074,212 | -$300,099,016 | SPR, BAC, NYT, ADSK, BKNG | 13F-HR | 14 Feb 2019, 09:26 |
| Q3 2018 | 16 | $3,189,925,000 | +$429,158,695 | -$480,194,786 | -$51,036,091 | SPR, NYT, ADSK, RACE, BKNG | 13F-HR | 14 Nov 2018, 09:36 |
| Q2 2018 | 15 | $3,196,777,000 | +$565,075,333 | -$481,502,700 | +$83,572,633 | SPR, NYT, ADSK, GOOG, META | 13F-HR | 14 Aug 2018, 10:17 |
| Q1 2018 | 15 | $2,887,062,000 | +$488,164,639 | -$356,626,718 | +$131,537,921 | SPR, NYT, GOOG, ADSK, META | 13F-HR | 15 May 2018, 11:36 |
| Q4 2017 | 15 | $2,589,963,000 | +$289,610,178 | -$156,662,584 | +$132,947,594 | SPR, GOOG, NYT, BAC, ADSK | 13F-HR | 14 Feb 2018, 10:27 |
| Q3 2017 | 16 | $2,321,446,000 | +$864,652,049 | -$367,959,655 | +$496,692,394 | SPR, GOOG, BAC, ADSK, CRI | 13F-HR | 14 Nov 2017, 08:22 |
| Q2 2017 | 12 | $1,594,257,000 | +$278,765,000 | -$443,596,294 | -$164,831,294 | SPR, BAC, MSCI, CRI, PCLN | 13F-HR | 14 Aug 2017, 07:02 |
| Q1 2017 | 12 | $1,725,267,000 | +$250,279,000 | -$538,140,535 | -$287,861,535 | SPR, BAC, MSCI, DLTR, GOOG | 13F-HR | 15 May 2017, 09:13 |
| Q4 2016 | 15 | $1,851,335,000 | +$370,233,057 | -$397,007,761 | -$26,774,704 | SPR, A104PS, PCLN, MSCI, DLTR | 13F-HR | 14 Feb 2017, 06:39 |
| Q3 2016 | 14 | $1,768,560,000 | +$340,341,800 | -$278,590,364 | +$61,751,436 | SPR, A104PS, PCLN, MSCI, DLTR | 13F-HR | 14 Nov 2016, 06:16 |
| Q2 2016 | 15 | $1,638,507,000 | +$163,461,682 | -$222,176,376 | -$58,714,694 | SPR, A104PS, BIDU, MSCI, ADBE | 13F-HR | 15 Aug 2016, 06:27 |
| Q1 2016 | 15 | $1,750,819,000 | +$545,597,440 | -$288,367,680 | +$257,229,760 | SPR, A104PS, SBAC, BIDU, ADBE | 13F-HR | 16 May 2016, 06:33 |
| Q4 2015 | 12 | $1,528,452,000 | +$43,146,520 | -$226,602,011 | -$183,455,491 | SPR, BIDU, FOXA, DAL, LBTYK | 13F-HR | 16 Feb 2016, 06:34 |
| Q3 2015 | 14 | $1,560,058,000 | +$324,433,740 | -$195,191,320 | +$129,242,420 | FOXA, SPR, DLTR, BIDU, LBTYK | 13F-HR | 16 Nov 2015, 06:38 |
| Q2 2015 | 17 | $1,610,098,000 | +$544,360,207 | -$116,259,830 | +$428,100,377 | SPR, FOXA, LBTYK, DLTR, PCLN | 13F-HR | 14 Aug 2015, 06:52 |
| Q1 2015 | 14 | $1,185,184,000 | +$79,821,164 | -$235,412,839 | -$155,591,675 | SPR, LBTYK, FOXA, PCLN, DAL | 13F-HR | 15 May 2015, 06:38 |
| Q4 2014 | 16 | $1,320,226,000 | $0 | $0 | $0 | SPR, LBTYK, FOXA, CMCSA, PCLN | 13F-HR | 17 Feb 2015, 06:47 |