Darsana Capital Partners LP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$1.5T
Holdings
12
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CMCSACOMCAST CORP NEW | 7,000,000 | $265.4B | 17.86% | |
| 2 | GWREGUIDEWIRE SOFTWARE INC | 2,500,000 | $205.1B | 13.81% | |
| 3 | NYTNEW YORK TIMES CO | 5,000,000 | $194.4B | 13.08% | |
| 4 | METAMETA PLATFORMS INC | 850,000 | $180.1B | 12.13% | |
| 5 | HLTHILTON WORLDWIDE HLDGS INC | 1,000,000 | $140.9B | 9.48% | |
| 6 | GOOGLALPHABET INC | 1,250,000 | $129.7B | 8.73% | |
| 7 | RHRH | 500,000 | $121.8B | 8.20% | |
| 8 | DASHDOORDASH INC | 1,250,000 | $79.5B | 5.35% | |
| 9 | RACEFERRARI N V | 250,000 | $67.7B | 4.56% | |
| 10 | PTONPELOTON INTERACTIVE INC | 5,000,000 | $56.7B | 3.82% | |
| 11 | GTNGRAY TELEVISION INC | 4,589,563 | $40.0B | 2.69% | |
| 12 | CMRCBIGCOMMERCE HLDGS INC | 496,915 | $4.4B | 0.30% |