DARSANA CAPITAL PARTNERS LP
Q2 2025 Form 13-F
NEW YORK, NEW YORK
CIK 0001609098
· CRD 170862
· SEC-registered investment adviser
$3.5B Reported Value Total
DARSANA CAPITAL PARTNERS LP reports 6 total accounts under management (AUM). There are 6 discretionary accounts valued at $10,012,799,567, 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
$3.5B
Quarter over quarter
+11.2%
Holdings
14
Top-10 concentration
86.2%
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
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Q2 2025 13F record
Q2 2025 13F filing summary
| Period of report | June 30, 2025 |
|---|---|
| Filed | August 14, 2025 |
| Form | 13F-HR |
| Reported value | $3.5B |
| Positions | 14 |
| Change in reported value | +1.8% |
| New positions | 0 |
| Exited positions | 0 |
| Position turnover | 0.0% |
| Top-10 concentration | 86.2% |
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 14 holdings · Q2 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | GWRE GUIDEWIRE SOFTWARE INC | $470.9M | 13.45% |
| 2 | HCA HCA HEALTHCARE INC | $383.1M | 10.94% |
| 3 | NYT NEW YORK TIMES CO | $349.9M | 9.99% |
| 4 | SGI SOMNIGROUP INTERNATIONAL INC | $340.3M | 9.72% |
| 5 | TDG TRANSDIGM GROUP INC | $266.1M | 7.6% |
| 6 | FWONK LIBERTY MEDIA CORP DEL | $261.3M | 7.46% |
| 7 | EFX EQUIFAX INC | $259.4M | 7.41% |
| 8 | SATS ECHOSTAR CORP | $248.2M | 7.09% |
| 9 | SHC SOTERA HEALTH CO | $222.5M | 6.35% |
| 10 | WMG WARNER MUSIC GROUP CORP | $217.9M | 6.22% |
| 11 | SCHW SCHWAB CHARLES CORP | $205.3M | 5.86% |
| 12 | HLT HILTON WORLDWIDE HLDGS INC | $133.2M | 3.8% |
| 13 | AER AERCAP HOLDINGS NV | $84.8M | 2.42% |
| 14 | FWONA LIBERTY MEDIA CORP DEL | $59.4M | 1.69% |
Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.