13F HOLDINGS REPORT
Darsana Capital Partners LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002325
Total Value
$1.49B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COMCAST CORP NEW | CCZ | 7,000,000 | $265.4M | 17.86% |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 2,500,000 | $205.1M | 13.81% |
| 3 | NEW YORK TIMES CO | NYT | 5,000,000 | $194.4M | 13.08% |
| 4 | META PLATFORMS INC | META | 850,000 | $180.1M | 12.13% |
| 5 | HILTON WORLDWIDE HLDGS INC | HLT | 1,000,000 | $140.9M | 9.48% |
| 6 | ALPHABET INC | GOOG | 1,250,000 | $129.7M | 8.73% |
| 7 | RH | RH | 500,000 | $121.8M | 8.20% |
| 8 | DOORDASH INC | DASH | 1,250,000 | $79.5M | 5.35% |
| 9 | FERRARI N V | RACE | 250,000 | $67.7M | 4.56% |
| 10 | PELOTON INTERACTIVE INC | PTON | 5,000,000 | $56.7M | 3.82% |
| 11 | GRAY TELEVISION INC | GTN-A | 4,589,563 | $40.0M | 2.69% |
| 12 | BIGCOMMERCE HLDGS INC | CMRC | 496,915 | $4.4M | 0.30% |