Fund Name: | Darsana Capital Partners |
Manager | Anand Desai |
Portfolio Value | $2,802,849,780 |
Change This QTR | +1.37% |
No. | Security | Ticker | Shares | Value | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | GWRE | 3,500,000 | $381,640,000 | +40% | 13.61% | ||
2. | HLT | 2,000,000 | $364,180,000 | 12.99% | |||
3. | META | 1,000,000 | $353,960,000 | -5% | 12.62% | ||
4. | CMCSA | 7,500,000 | $328,875,000 | +36% | 11.73% | ||
5. | STZ | 1,300,000 | $314,275,000 | +49% | 11.21% |
Symbol | Company | Filed By | Filing Date | Filing |
---|---|---|---|---|
2024-02-14 | ||||
2024-02-14 | ||||
2023-02-14 | ||||
2023-02-14 | ||||
2023-02-14 |