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Darsana Capital Partners LP - Anand Desai

893 Followers

Darsana Capital Partners LP Portfolio Activity as reported in the most recent 13F form, for the period ending Jun 30, 2026

Darsana Capital Partners LP Portfolio Activity

SPCX
SpaceX
NewGeneral$186.38($147.11-$225.64)+100.00%17.34B77.85%
AMZN
Amazon
NewConsumer Cyclical$241.73($204.90-$278.56)+100.00%595.85M2.68%
ECHO
Echostar
ReducedCommunication Services$120.94($94.62-$147.25)-28.57%507.50M2.28%
SHC
Sotera Health
AddedHealthcare$15.89($14.26-$17.53)+3.85%479.25M2.15%
GWRE
Guidewire
ReducedTechnology$137.74($102.30-$173.18)-4.90%468.08M2.10%
HCA
HCA Healthcare
AddedHealthcare$434.51($356.89-$512.14)+46.67%428.88M1.92%
FWONK
Liberty Media Liberty Formula One
Not ChangedCommunication Services$90.14($84.26-$96.02)0.00%409.10M1.84%
NYT
New York Times
ReducedCommunication Services$77.81($68.52-$87.10)-0.77%349.90M1.56%
DKS
Dick's Sporting Goods
AddedConsumer Cyclical$215.58($186.77-$244.38)+9.09%340.21M1.51%
WMG
Warner Music Group
AddedCommunication Services$30.37($25.31-$35.42)+0.79%323.30M1.44%

Measured Performance

Darsana Capital Partners LPAverage Hedge Fund PortfolioS&P 5000%100%200%300%400%2016201720192021202320252026

Darsana Capital Partners LP activity FAQ

What is Darsana Capital Partners LP’s portfolio gain since Jan 2016?
Darsana Capital Partners LP’s portfolio gain since Jan 2016 was 285.09%.
What is Darsana Capital Partners LP’s Sharpe Ratio?
Darsana Capital Partners LP’s Sharpe Ratio is 3.56.
What is Darsana Capital Partners LP’s 13F portfolio value?
The value of Darsana Capital Partners LP’s holdings disclosed in its most recent 13F filing is $22.27B.
What is Darsana Capital Partners LP’s average return since the fund’s last 13F filing?
Darsana Capital Partners LP’s average return since the fund’s last 13F filing is -14.93%.
What was Darsana Capital Partners LP’s average return in the last 12 months?
Darsana Capital Partners LP’s average return in the last 12 months was -14.72%.
What was Darsana Capital Partners LP’s average return in the last 3 years?
Darsana Capital Partners LP’s average return in the last 3 years was 26.29%.
What period does Darsana Capital Partners LP’s most recent 13F filing cover?
Darsana Capital Partners LP’s most recent 13F filing reports holdings for the period ending Jun 30, 2026.
Who are the best performing hedge funds?
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TipRanks & Hedge Funds: TipRanks measures the performance of Anand Desai and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio. See how TipRanks ranks experts and calculates performance.

Disclosure on Hedge Fund Expert Ranking:

We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:

1. Hedge funds that manage stocks of more than 1,500 different companies

2. Hedge funds with a portfolio turnover of over 50% from the previous quarter

3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.

Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.