Stock Taper

DARSANA CAPITAL PARTNERS LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Space Exploration Technologies Corp.SPCX101.46M$17.34B
Sotera Health CompanySHC27M$479.25M
Warner Music Group Corp.WMG11.94M$323.3M
The New York Times CompanyNYT5M$349.9M
Liberty Media CorporationFWONK4.3M$409.1M
Guidewire Software, Inc.GWRE3.8M$468.08M
Amazon.com, Inc.AMZN2.5M$595.85M
The Charles Schwab CorporationSCHW2.25M$207.61M
DICK'S Sporting Goods, Inc.DKS1.5M$340.21M
Equifax Inc.EFX1.5M$238.08M
Wingstop Inc.WING1.5M$260.12M
HCA Healthcare, Inc.HCA1.1M$428.88M
Formula One GroupFWONA850K$74.41M
Meta Platforms, Inc.META300K$168.99M
Vertiv Holdings CoVRT244.91K$82M