DARSANA CAPITAL PARTNERS LP
Q4 2023 Form 13-F
NEW YORK, NEW YORK
CIK 0001609098
· CRD 170862
· SEC-registered investment adviser
$2.8B Reported Value Total
DARSANA CAPITAL PARTNERS LP reports 6 total accounts under management (AUM). There are 6 discretionary accounts valued at $8,086,835,042, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
3 funds
· $16.7B gross asset value
Hedge Fund: $13.1B · Private Equity Fund: $3.6B
Source: Form ADV filed 2026-03-06
Reported value
$2.8B
Quarter over quarter
+17.2%
Holdings
11
Top-10 concentration
98.3%
Key People
Form ADV owners & control persons
Anand Kishor Desai
MANAGING PARTNER
Christian Joseph Ferrante
CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER
Anabelle Perez Gray
CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL
Filing Navigation
13F Metrics
Loading 13F Metrics
Q4 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | February 14, 2024 |
| Form | 13F-HR |
| Reported value | $2.8B |
| Positions | 11 |
| Change in reported value | +37.4% |
| New positions | 1 |
| Exited positions | 0 |
| Position turnover | 9.1% |
| Top-10 concentration | 98.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
16 | $22.3B |
|
Q1 2026 13F
Filed May 15, 2026
|
14 | $4.7B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
16 | $5.0B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
14 | $4.2B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
14 | $3.5B |
|
Q1 2025 13F
Filed May 15, 2025
|
14 | $3.4B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
14 | $3.3B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
15 | $4.1B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
14 | $3.7B |
|
Q1 2024 13F
Filed May 15, 2024
|
13 | $3.1B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
11 | $2.8B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
10 | $2.0B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
9 | $1.6B |
|
Q1 2023 13F
Filed May 15, 2023
|
12 | $1.5B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
11 | $1.5B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
12 | $1.9B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
12 | $1.9B |
|
Q1 2022 13F
Filed May 16, 2022
|
11 | $2.0B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
13 | $2.2B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
15 | $3.0B |
27 earlier quarters on file — choose one from the quarter menu above.
Top 11 holdings · Q4 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | GWRE GUIDEWIRE SOFTWARE INC | $381.6M | 13.62% |
| 2 | HLT HILTON WORLDWIDE HLDGS INC | $364.2M | 12.99% |
| 3 | META META PLATFORMS INC | $354.0M | 12.63% |
| 4 | CMCSA COMCAST CORP NEW | $328.9M | 11.73% |
| 5 | STZ CONSTELLATION BRANDS INC | $314.3M | 11.21% |
| 6 | BAC BANK AMERICA CORP | $252.5M | 9.01% |
| 7 | NYT NEW YORK TIMES CO | $245.0M | 8.74% |
| 8 | KKR KKR & CO INC | $215.4M | 7.69% |
| 9 | BBWI BATH & BODY WORKS INC | $172.6M | 6.16% |
| 10 | SGI TEMPUR SEALY INTL INC | $127.4M | 4.55% |
| 11 | GTN GRAY TELEVISION INC | $47.0M | 1.68% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.