Darsana Capital Partners LP

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$3.29B
Signature - Title
Chris Ferrante - Chief Financial Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Darsana Capital Partners LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Darsana Capital Partners LP reported 14 stock holdings with total value $3.29B as of Q4 2024. Top holdings included TPX, GWRE, HCA, NYT, and GOOGL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 14 $3.29B +$439M -$989M -$551M TPX, GWRE, HCA, NYT, GOOGL 13F-HR 2/14/2025, 04:44 PM
Q3 2024 15 $4.06B +$745M -$733M +$12.4M HCA, GWRE, TPX, HLT, SHC 13F-HR 11/14/2024, 05:02 PM
Q2 2024 14 $3.66B +$916M -$397M +$519M GWRE, META, CMCSA, HCA, STZ 13F-HR 8/14/2024, 04:01 PM
Q1 2024 13 $3.11B +$465M -$489M -$24.5M GWRE, STZ, CMCSA, HLT, BAC 13F-HR 5/15/2024, 04:02 PM
Q4 2023 11 $2.8B +$546M -$134M +$412M GWRE, HLT, META, CMCSA, STZ 13F-HR 2/14/2024, 04:04 PM
Q3 2023 11 $2.04B +$491M -$109M +$382M META, HLT, KKR, CMCSA, GWRE 13F-HR 11/14/2023, 04:17 PM
Q2 2023 14 $1.55B +$432M -$461M -$29.3M CMCSA, META, HLT, KKR, NYT 13F-HR 8/14/2023, 05:00 PM
Q1 2023 12 $1.49B +$310M -$459M -$149M CMCSA, GWRE, NYT, META, HLT 13F-HR 5/15/2023, 04:42 PM
Q4 2022 11 $1.5B +$4.34M -$523M -$518M CMCSA, NYT, RACE, RH, GWRE 13F-HR 2/14/2023, 03:14 PM
Q3 2022 12 $1.95B +$185M -$22.2M +$163M CMCSA, NYT, RH, RACE, FIVE 13F-HR 11/14/2022, 03:05 PM
Q2 2022 12 $1.86B +$488M +$488M NYT, RACE, CMCSA, RH, GWRE 13F-HR 8/15/2022, 09:15 AM
Q1 2022 11 $1.97B +$600M -$46.8M +$554M NYT, RACE, CMCSA, RH, GWRE 13F-HR 5/16/2022, 09:50 AM
Q4 2021 13 $2.16B +$270M -$557M -$287M NYT, CMCSA, RH, GWRE, SHOP 13F-HR 2/14/2022, 12:24 PM
Q3 2021 15 $3.04B +$535M -$770M -$235M NYT, RACE, SHOP, GWRE, META 13F-HR 11/15/2021, 09:35 AM
Q2 2021 17 $3.34B +$447M -$1.01B -$564M NYT, DASH, META, GWRE, MSFT 13F-HR 8/16/2021, 12:29 PM
Q1 2021 18 $3.58B +$980M -$779M +$201M NYT, DASH, GOOG, MSFT, GWRE 13F-HR 5/17/2021, 09:29 AM
Q4 2020 14 $3.54B +$1.27B -$286M +$982M DASH, NYT, RACE, GWRE, GOOG 13F-HR 2/16/2021, 03:36 PM
Q3 2020 12 $1.97B +$347M -$159M +$188M NYT, RACE, UBER, HLT, PTON 13F-HR 11/16/2020, 11:36 AM
Q2 2020 12 $1.69B +$447M -$449M -$1.86M NYT, RACE, SPR, UBER, PTON 13F-HR 8/14/2020, 10:14 AM
Q1 2020 13 $2.12B +$423M -$511M -$88.2M NYT, TSLA, META, NFLX, RACE 13F-HR 5/15/2020, 03:10 PM
Q4 2019 13 $2.93B +$291M -$319M -$28.5M NYT, SPR, META, NFLX, ADSK 13F-HR 2/14/2020, 08:16 AM
Q3 2019 14 $2.7B +$252M -$270M -$17.8M SPR, NYT, GOOG, BAC, ADSK 13F-HR 11/14/2019, 08:55 AM
Q2 2019 15 $3.08B +$567M -$151M +$416M SPR, BAC, RACE, ADSK, NYT 13F-HR 8/14/2019, 09:02 AM
Q1 2019 11 $2.67B -$285M -$285M SPR, BAC, NYT, RACE, ADSK 13F-HR 5/15/2019, 10:52 AM
Q4 2018 12 $2.39B +$308M -$266M +$42.4M SPR, BAC, NYT, ADSK, BKNG 13F-HR 2/14/2019, 08:26 AM
Q3 2018 16 $3.19B +$429M -$290M +$139M SPR, NYT, ADSK, RACE, BKNG 13F-HR 11/14/2018, 08:36 AM
Q2 2018 15 $3.2B +$565M -$304M +$261M SPR, NYT, ADSK, GOOG, META 13F-HR 8/14/2018, 10:17 AM
Q1 2018 16 $3.12B +$591M -$196M +$395M SPR, NYT, GOOG, ADSK, META 13F-HR 5/15/2018, 11:36 AM
Q4 2017 16 $2.72B +$420M -$134M +$286M SPR, GOOG, NYT, BAC, ADSK 13F-HR 2/14/2018, 09:27 AM
Q3 2017 17 $2.37B +$865M -$259M +$606M SPR, GOOG, BAC, ADSK, CRI 13F-HR 11/14/2017, 07:22 AM
Q2 2017 15 $2.3B +$705M -$43.3M +$662M GOOG, SPR, BAC, MSCI, CRI 13F-HR 8/14/2017, 07:02 AM
Q1 2017 14 $2.02B +$503M -$193M +$310M SPR, GOOG, BAC, MSCI, DLTR 13F-HR 5/15/2017, 09:13 AM
Q4 2016 20 $2.06B +$468M -$225M +$243M SPR, A104PS, PCLN, MSCI, DLTR 13F-HR 2/14/2017, 05:39 AM
Q3 2016 19 $2B +$417M -$305M +$112M SPR, A104PS, PCLN, MSCI, DLTR 13F-HR 11/14/2016, 05:16 AM
Q2 2016 18 $1.92B +$292M -$176M +$116M SPR, A104PS, BIDU, MSCI, ADBE 13F-HR 8/15/2016, 06:27 AM
Q1 2016 19 $2.26B +$1.06B -$285M +$773M BIDU, SPR, A104PS, SBACXXXX, BIDU 13F-HR 5/16/2016, 06:33 AM
Q4 2015 14 $1.63B +$43.1M -$168M -$125M SPR, BIDU, FOXA, DAL, LBTYK 13F-HR 2/16/2016, 05:34 AM
Q3 2015 16 $1.66B +$361M -$6.18M +$355M FOXA, SPR, DLTR, BIDU, LBTYK 13F-HR 11/16/2015, 05:38 AM
Q2 2015 22 $1.97B +$648M -$168M +$480M SPR, FOXA, LBTYK, DLTR, PCLN 13F-HR 8/14/2015, 06:52 AM
Q1 2015 21 $2.22B +$297M -$109M +$188M DLTR, BIDU, SPR, DAL, LBTYK 13F-HR 5/15/2015, 06:38 AM
Q4 2014 24 $2.22B BIDU, DAL, SPR, LBTYK, FOXA 13F-HR 2/17/2015, 05:47 AM