Stock Ideas
Hedge Fund Trade Spotlight
High Conviction IPO Stocks
Biotech Stocks that Hedge Funds are Buying
Top Undervalued Stock Picks
50 Stocks that Matter Most to Hedge Funds
Stocks
Validate Your Stock
Consensus Stock Picks
Real-Time Insights
Hedge Funds
Hedge Fund Portfolios
Hedge Fund Managers
Find Your Hedge Fund Match
HM Pro
Pro Stock Screener
Institutional Portfolios
Institutional Investors
Sign In
Subscribe Now
2-Weeks Free Trial
HedgeMind.com
>
Institutional Portfolios
>
DARSANA CAPITAL PARTNERS LP
> 2018-09-30
Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
Activity
All
New
Increased
Unchanged
Decreased
Sold Out
Security Type
All
Stock
Options (PUT, CALL)
Fixed Income
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.
For example, click
10
to show only holdings in the top 10 percentile.
100
90
80
70
60
50
40
30
20
10
%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
Apply
Clear
< select a sector >
Basic Industries
Capital Goods
Consumer Durables
Consumer Non-Durables
Consumer Services
Energy
Finance
Health Care
Miscellaneous
Public Utilities
Technology
Transportation
n/a
unidentified
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Reset
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
2
0
2
1
0
0
3
2
0
DARSANA CAPITAL PARTNERS LP
(
Anand Desai
)
Time Period
2018-09-30
Total Holdings
16
Total Value
($x1000)
3,189,925
Activities
New
2
Increased
3
Unchanged
7
Decreased
4
Sold Out
1
Top 10 Stock Holdings
total 85.65%
SPR
17.24
NYT
10.89
ADSK
10.64
RACE
10.44
BKNG
8.71
 
GOOG
7.48
BAC
6
BIDU
5.02
TMUS
4.84
GTN
4.39
-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
Portfolio Weight (%)
Growth or Value
Position Value
Change Rate
Sector
A-Z
Graph
View 13D, 13G Filings
SPR
17.24%
COM CL A
NYT
10.89%
CL A
ADSK
10.64%
COM
RACE
10.44%
COM
BKNG
8.71%
COM
GOOG
7.48%
CAP STK CL C
BAC
6%
COM
BIDU
5.02%
SPON ADR REP A
TMUS
4.84%
COM
GTN
4.39%
COM
AABA
3.95%
COM
BA
3.15%
COM
DLTR
2.56%
COM
NFLX
2.05%
COM
NVCR
1.36%
ORD SHS
FB
1.29%
CL A
TDG
5.94%
COM