Darsana Capital Partners LP - Q3 2021 holdings

$3.04 Billion is the total value of Darsana Capital Partners LP's 15 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .

 Value Shares↓ Weighting
YMM ExitFULL TRUCK ALLIANCE CO LTDsponsored ads$0-1,500,000
-100.0%
-0.87%
DIDI ExitDIDI GLOBAL INCsponsored ads$0-4,250,000
-100.0%
-1.71%
FB ExitFACEBOOK INCcall$0-500,000
-100.0%
-4.94%
MSFT ExitMICROSOFT CORP$0-1,000,000
-100.0%
-7.70%
DASH ExitDOORDASH INCcl a$0-1,850,000
-100.0%
-9.38%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-11-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
NEW YORK TIMES CO26Q3 202322.4%
GRAY TELEVISION INC26Q3 20236.4%
SPIRIT AEROSYSTEMS HLDGS INC23Q2 202020.6%
FERRARI N V23Q1 202313.8%
META PLATFORMS INC23Q3 202318.5%
ALPHABET INC18Q1 202211.5%
BK OF AMERICA CORP16Q3 202314.9%
COMCAST CORP NEW15Q3 202322.8%
GUIDEWIRE SOFTWARE INC14Q3 202313.8%
AUTODESK INC14Q1 202010.6%

View Darsana Capital Partners LP's complete holdings history.

Latest significant ownerships (13-D/G)
Darsana Capital Partners LP Q3 2021 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
NEW YORK TIMES COFebruary 14, 20235,224,7653.2%
Warner Music Group Corp.February 14, 20222,981,0492.2%
Luckin Coffee Inc.Sold outFebruary 16, 202100.0%
Spirit AeroSystems Holdings, Inc.Sold outFebruary 16, 202100.0%
Social Capital Hedosophia Holdings Corp.Sold outFebruary 14, 201900.0%

View Darsana Capital Partners LP's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-02-14
SC 13G2024-02-14
SC 13G2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
SC 13G/A2023-02-14
SC 13G/A2023-02-14
SC 13G/A2023-02-14
13F-HR2023-02-14

View Darsana Capital Partners LP's complete filings history.

Compare quarters

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