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DARSANA CAPITAL PARTNERS LP

AUM: $8.09 B
13-F Portfolio Value: $22.27 B
Last 13-F Filed: Q2 2026
Concentration in top 10: 95.38%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
SPCXSPACE EXPLORATION TECHN CORP77.85%101,461,915$17,335,782,797101,461,915New$170.8613F
AMZNAMAZON COM INC2.68%2,500,000$595,850,0002,500,000New$238.3413F
METAMETA PLATFORMS INC0.76%300,000$168,987,000300,000New$563.2913F