Darsana Capital Partners LP
New York NY · SEC CIK 0001609098
$222.69亿2026Q2 申报市值
16持仓数
95.4%前十大占比 · 第一大 77.8%
3 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPCX 新建仓+$173.36亿
AMZN 新建仓+$5.96亿
META 新建仓+$1.69亿
HCA 加仓+$1.36亿
WING 加仓+$4,335.25万
2026Q2 卖出最多 按季末市值估算
VRT 减仓-$2.53亿
ECHO 减仓-$2.03亿
SGI 清仓-$1.96亿
GWRE 减仓-$2,411.78万
NYT 减仓-$271.01万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHN CORP | $173.36亿 | 77.85% | 101,461,915 | 101,461,915 | — | $173.36亿 | 新建仓 |
| AMZN | AMAZON COM INC | $5.96亿 | 2.68% | 2,500,000 | 2,500,000 | — | $5.96亿 | 新建仓 |
| ECHO | ECHOSTAR CORP | $5.08亿 | 2.28% | 5,000,000 | -2,000,000 | -28.6% | -$2.03亿 | 减仓 |
| SHC | SOTERA HEALTH CO | $4.79亿 | 2.15% | 27,000,000 | 1,000,000 | 3.8% | $1,775.00万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $4.68亿 | 2.10% | 3,804,000 | -196,000 | -4.9% | -$2,411.78万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $4.29亿 | 1.93% | 1,100,000 | 350,000 | 46.7% | $1.36亿 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $4.09亿 | 1.84% | 4,300,000 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $3.50亿 | 1.57% | 5,000,000 | -38,727 | -0.8% | -$271.01万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $3.40亿 | 1.53% | 1,500,000 | 125,000 | 9.1% | $2,835.12万 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $3.23亿 | 1.45% | 11,943,199 | 93,199 | 0.8% | $252.29万 | 加仓 |
| WING | WINGSTOP INC | $2.60亿 | 1.17% | 1,500,000 | 250,000 | 20.0% | $4,335.25万 | 加仓 |
| EFX | EQUIFAX INC | $2.38亿 | 1.07% | 1,500,000 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $2.08亿 | 0.93% | 2,250,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $1.69亿 | 0.76% | 300,000 | 300,000 | — | $1.69亿 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $8,199.94万 | 0.37% | 244,906 | -755,094 | -75.5% | -$2.53亿 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $7,440.90万 | 0.33% | 850,000 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -2,655,469 | -100.0% | -$1.96亿 | 清仓 |