Anand Desai's portfolio
In the Q2 2026 13F, filed August 14, 2026, Darsana Capital Partners reported 16 US stock positions worth $22.3B. The largest was SPACE EXPLORATION TECHNOLOGIES CORP (SPCX) at 77.8% of the portfolio. New positions: SPACE EXPLORATION TECHNOLOGIES CORP (SPCX), Amazon.com (AMZN) and Meta Platforms (META). Added to: Sotera Health (SHC) and HCA Healthcare (HCA). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- SPACE EXPLORATION TECHNOLOGIES CORPSPCX$17.3B
- Amazon.comAMZN$596M
- Meta PlatformsMETA$169M
Added to
- Sotera HealthSHC$479M
- HCA HealthcareHCA$429M
- Dick’s Sporting GoodsDKS$340M
- Warner Music GroupWMG$323M
- WingstopWING$260M
Trimmed
- StriveSATS$508M
- Guidewire SoftwareGWRE$468M
- New York TimesNYT$350M
- Vertiv HoldingsVRT$82M
Sold out
None this quarter.
Holdings
16 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| SPACE EXPLORATION TECHNOLOGIES CORPSPCX | 77.85% | $17.3B | 101,461,915 | New |
| Amazon.comAMZN | 2.68% | $596M | 2,500,000 | New |
| StriveSATS | 2.28% | $508M | 5,000,000 | Trimmed |
| Sotera HealthSHC | 2.15% | $479M | 27,000,000 | Added |
| Guidewire SoftwareGWRE | 2.10% | $468M | 3,804,000 | Trimmed |
| HCA HealthcareHCA | 1.93% | $429M | 1,100,000 | Added |
| Liberty Media Corporation Series C Liberty Formula OneFWONK | 1.84% | $409M | 4,300,000 | Held |
| New York TimesNYT | 1.57% | $350M | 5,000,000 | Trimmed |
| Dick’s Sporting GoodsDKS | 1.53% | $340M | 1,500,000 | Added |
| Warner Music GroupWMG | 1.45% | $323M | 11,943,199 | Added |
| WingstopWING | 1.17% | $260M | 1,500,000 | Added |
| EquifaxEFX | 1.07% | $238M | 1,500,000 | Held |
| Charles SchwabSCHW | 0.93% | $208M | 2,250,000 | Held |
| Meta PlatformsMETA | 0.76% | $169M | 300,000 | New |
| Vertiv HoldingsVRT | 0.37% | $82M | 244,906 | Trimmed |
| Liberty Media Corporation Series A Liberty Formula OneFWONA | 0.33% | $74M | 850,000 | Held |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Anand Desai own?
In the Q2 2026 13F, Darsana Capital Partners reported 16 US stock positions worth $22.3B. The largest: SPACE EXPLORATION TECHNOLOGIES CORP (SPCX) 77.8%, Amazon.com (AMZN) 2.7%, Strive (SATS) 2.3%, Sotera Health (SHC) 2.2%, Guidewire Software (GWRE) 2.1%.
What did Anand Desai buy last quarter?
In Q2 2026: new position in SPACE EXPLORATION TECHNOLOGIES CORP (SPCX); new position in Amazon.com (AMZN); new position in Meta Platforms (META); added to Sotera Health (SHC); added to HCA Healthcare (HCA); added to Dick’s Sporting Goods (DKS).
What did Anand Desai sell last quarter?
In Q2 2026: cut Strive (SATS); cut Guidewire Software (GWRE); cut New York Times (NYT).
When is Anand Desai's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.