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Darsana Capital Partners LP
Hedge Fund • Long/Short
Darsana Capital Partners LP is a Long/Short Hedge Fund based in New York, NY led by Anand Kishor Desai, reporting $10.0B in AUM as of Q3 2025 with 83% concentrated in top 10 holdings.
Managing PartnerAnand Kishor Desai
- Portfolio Value
- $4.6B
- Positions
- 15
- Top Holding
- SATS at 12.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Darsana Capital Partners LP's portfolio (83.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Communication Equipment Technology | $572.7M | 12.50% | -$111.5M Sold | 2.61% 7.5M shares | |
Software - Application Technology | $459.7M | 10.03% | — | 2.37% 2.0M shares | |
Publishing Communication Services | $459.2M | 10.02% | +$100.5M Bought | 4.91% 8.0M shares | |
Medical - Care Facilities Healthcare | $426.2M | 9.30% | — | 0.43% 1.0M shares | |
Medical - Diagnostics & Research Healthcare | $393.3M | 8.58% | +$78.5M Bought | 8.80% 25.0M shares | |
Unknown Unknown | $337.3M | 7.36% | -$84.3M Sold | — 4.0M shares | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $337.3M | 7.36% | -$84.3M Sold | 1.91% 4.0M shares | |
Entertainment Communication Services | $312.3M | 6.81% | +$51.2M Bought | 1.20% 3.0M shares | |
Aerospace & Defense Industrials | $263.6M | 5.75% | +$33.0M Bought | 0.35% 200.0K shares | |
Consulting Services Industrials | $256.5M | 5.60% | — | 0.81% 1.0M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Darsana Capital Partners LP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+28.0% | |
+24.94% | |
+19.6% | |
+14.29% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-21.88% | |
-20.0% | |
-20.0% | |
-16.29% |
Analytics
Portfolio insights and performance metrics for Darsana Capital Partners LP
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