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Darsana Capital Partners LP - Portfolio Stock Holdings

Darsana Capital Partners LP disclosed 17 stock positions in a recent SEC 13F filing. $22,269,061,321 of stock holdings were filed, with the largest holdings including SPCX, AMZN, and ECHO. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $16,667,644,521 and has 23 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

17

Est. Stock Holding Value:

$22,269,061,321

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Darsana Capital Partners LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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