Darsana Capital Partners LP Q3 2021 13F Holdings

Darsana Capital Partners LP Q3 2021 holdings
TickerName Value Shares↓ Weighting
NYT NEW YORK TIMES COcl aReduce  $418,795
2.0%
8,500,000
-9.8%
13.80%
18.2%
RACE FERRARI N VAdd  $313,680
21.8%
1,500,000
20.0%
10.34%
41.1%
SHOP SHOPIFY INCcl aAdd  $305,051
39.2%
225,000
50.0%
10.05%
61.3%
GWRE GUIDEWIRE SOFTWARE INC  $297,175
5.5%
2,500,0000.0%9.79%
22.2%
FB FACEBOOK INCcl aReduce  $271,512
-8.1%
800,000
-5.9%
8.94%
6.4%
RH RHNew  $266,764400,0008.79%
HLT HILTON WORLDWIDE HLDGS...  $198,165
9.5%
1,500,0000.0%6.53%
26.9%
CMCSA COMCAST CORP NEWcl a  $195,755
-1.9%
3,500,0000.0%6.45%
13.6%
WMG WARNER MUSIC GROUP CORP  $179,767
18.6%
4,206,0490.0%5.92%
37.4%
PTON PELOTON INTERACTIVE INC  $156,690
-29.8%
1,800,0000.0%5.16%
-18.7%
NARI INARI MED INCReduce  $115,696
-15.9%
1,426,584
-3.3%
3.81%
-2.6%
BIGC BIGCOMMERCE HLDGS INCNew  $113,9402,250,0003.75%
AMZN AMAZON COM INC  $98,551
-4.5%
30,0000.0%3.25%
10.6%
NVCR NOVOCURE LTD  $81,319
-47.6%
700,0000.0%2.68%
-39.3%
GTN GRAY TELEVISION INCReduce  $22,382
-36.1%
980,792
-34.5%
0.74%
-26.0%
YMM FULL TRUCK ALLIANCE CO...sponsored adsSold out  $0-1,500,000-0.87%
DIDI DIDI GLOBAL INCsponsored adsSold out  $0-4,250,000-1.71%
FB FACEBOOK INC FBcallcl aSold out  $0-500,000-4.94%
MSFT MICROSOFT CORPSold out  $0-1,000,000-7.70%
DASH DOORDASH INCcl aSold out  $0-1,850,000-9.38%
  • Darsana Capital Partners LP Q3 2021 Portfolio
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  • Quarter
    Q3 2021
  • Total value
    $3.04 Billion
  • Holdings
    15
  • Turnover
    38.9%
  • EDGAR