Darsana Capital Partners LP Q1 2016 Filing
Filed May 16, 2016
Portfolio Value
$2.3T
Holdings
16
Report Date
Q1 2016
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BIDUNBAIDU INC | 2,500,000 | $477.2B | 21.09% | Call |
| 2 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 5,250,000 | $238.1B | 10.52% | |
| 3 | DALDELTA AIR LINES INC DEL | 4,175,000 | $203.2B | 8.98% | Call |
| 4 | HLTHILTON WORLDWIDE HLDGS INC | 8,000,000 | $180.2B | 7.96% | |
| 5 | SBACSBA COMMUNICATIONS CORP | 1,540,000 | $154.3B | 6.82% | |
| 6 | ADBEADOBE SYS INC | 1,500,000 | $140.7B | 6.22% | |
| 7 | LBTYBLIBERTY GLOBAL PLC | 3,550,000 | $133.3B | 5.89% | |
| 8 | MSCIMSCI INC | 1,750,000 | $129.6B | 5.73% | |
| 9 | CRICARTER INC | 1,150,000 | $121.2B | 5.35% | |
| 10 | BKNGPRICELINE GRP INC | 90,000 | $116.0B | 5.13% | |
| 11 | —TWENTY FIRST CENTY FOX INC | 4,070,000 | $113.5B | 5.01% | Call |
| 12 | DLTRDOLLAR TREE INC | 1,225,000 | $101.0B | 4.46% | |
| 13 | JDJD COM INC | 1,750,000 | $46.4B | 2.05% | |
| 14 | TAT&T INC | 1,000,000 | $39.2B | 1.73% | Put |
| 15 | 8CWCROWN CASTLE INTL CORP NEW | 405,500 | $35.1B | 1.55% | |
| 16 | METAFACEBOOK INC | 300,000 | $34.2B | 1.51% |