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Darsana Capital Partners, LP
institucionální investor · portfolio $22.3 mld. · 16 pozic · zpráva k 30.06.2026
Akciové Pozice zpráva za 30.06.2026, podána 14.08.2026; změna — oproti 31.03.2026 · 17
| Společnost | Akcie | Hodnota | % portfolia | Změna za Čtvrtletí |
|---|---|---|---|---|
| SPACE EXPLORATION TECHNOLOGI… US:SPCX | 101 461 915 | $17.3 mld. | 77.85% | nová |
| Amazon.com, Inc. US:AMZN | 2 500 000 | $596 mil. | 2.68% | nová |
| EchoStar Corporation US:ECHO | 5 000 000 | $508 mil. | 2.28% | −2 000 000 |
| Sotera Health Co US:SHC | 27 000 000 | $479 mil. | 2.15% | +1 000 000 |
| Guidewire Software Inc US:GWRE | 3 804 000 | $468 mil. | 2.10% | −196 000 |
| HCA Healthcare, Inc. US:HCA | 1 100 000 | $429 mil. | 1.93% | +350 000 |
| Liberty Media Corporation Se… US:FWONK | 4 300 000 | $409 mil. | 1.84% | — |
| New York Times Company US:NYT | 5 000 000 | $350 mil. | 1.57% | −38 727 |
| DICK'S SPORTING GOODS, INC. US:DKS | 1 500 000 | $340 mil. | 1.53% | +125 000 |
| Warner Music Group Corp. US:WMG | 11 943 199 | $323 mil. | 1.45% | +93 199 |
| Wingstop Inc US:WING | 1 500 000 | $260 mil. | 1.17% | +250 000 |
| Equifax Inc US:EFX | 1 500 000 | $238 mil. | 1.07% | — |
| SCHWAB CHARLES CORP US:SCHW | 2 250 000 | $208 mil. | 0.93% | — |
| Meta Platforms, Inc. US:META | 300 000 | $169 mil. | 0.76% | nová |
| Vertiv Holdings Co US:VRT | 244 906 | $82.0 mil. | 0.37% | −755 094 |
| Liberty Media Corporation Se… US:FWONA | 850 000 | $74.4 mil. | 0.33% | — |
| Somnigroup International Inc… US:SGI | 0 (bylo 2 655 469) | — | — | prodána |
Ve společnostech z naší databáze 3
| Společnost | Podíl | Akcie | Datum Zprávy |
|---|---|---|---|
| Guidewire Software Inc | 4.57% | 3 804 000 | 2026-06-30 |
| EchoStar Corporation | 3.14% | 5 000 000 | 2026-06-30 |
| DICK'S SPORTING GOODS, INC. | 2.3% | 1 500 000 | 2026-06-30 |
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