← a los grandes inversores
Darsana Capital Partners, LP
inversor institucional · cartera $22.3 mil M · 16 posiciones · informe a 30.06.2026
Posiciones en acciones informe de 30.06.2026, presentado el 14.08.2026; cambio — frente a 31.03.2026 · 17
| Empresa | Acciones | Valor | % de la cartera | Cambio trimestral |
|---|---|---|---|---|
| SPACE EXPLORATION TECHNOLOGI… US:SPCX | 101 461 915 | $17.3 mil M | 77.85% | nueva |
| Amazon.com, Inc. US:AMZN | 2 500 000 | $596 M | 2.68% | nueva |
| EchoStar Corporation US:ECHO | 5 000 000 | $508 M | 2.28% | −2 000 000 |
| Sotera Health Co US:SHC | 27 000 000 | $479 M | 2.15% | +1 000 000 |
| Guidewire Software Inc US:GWRE | 3 804 000 | $468 M | 2.10% | −196 000 |
| HCA Healthcare, Inc. US:HCA | 1 100 000 | $429 M | 1.93% | +350 000 |
| Liberty Media Corporation Se… US:FWONK | 4 300 000 | $409 M | 1.84% | — |
| New York Times Company US:NYT | 5 000 000 | $350 M | 1.57% | −38 727 |
| DICK'S SPORTING GOODS, INC. US:DKS | 1 500 000 | $340 M | 1.53% | +125 000 |
| Warner Music Group Corp. US:WMG | 11 943 199 | $323 M | 1.45% | +93 199 |
| Wingstop Inc US:WING | 1 500 000 | $260 M | 1.17% | +250 000 |
| Equifax Inc US:EFX | 1 500 000 | $238 M | 1.07% | — |
| SCHWAB CHARLES CORP US:SCHW | 2 250 000 | $208 M | 0.93% | — |
| Meta Platforms, Inc. US:META | 300 000 | $169 M | 0.76% | nueva |
| Vertiv Holdings Co US:VRT | 244 906 | $82.0 M | 0.37% | −755 094 |
| Liberty Media Corporation Se… US:FWONA | 850 000 | $74.4 M | 0.33% | — |
| Somnigroup International Inc… US:SGI | 0 (era 2 655 469) | — | — | vendida |
En las empresas de nuestra base de datos 3
| Empresa | Participación | Acciones | Fecha del informe |
|---|---|---|---|
| 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 |
anuncio