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Darsana Capital Partners LP

Darsana Capital Partners LP
13F

Darsana Capital Partners LP
Last update 2022-05-17 11 Stocks (3 new)
Value $1.97 Bil Turnover 30 %
Portfolio Report

Darsana Capital Partners LP Profile

Darsana Capital Partners LP is a hedge fund manager based out of New York City, New York. The company was originally established in 2014 by Anand Desai, who is still with the company today acting as its CEO. Anand Desai previously worked at Eton Park Capital before leaving the company to start his own investment firm. The company conducts its research internally and externally and invests in a variety of sectors. Darsana Capital Partners invests most heavily in the consumer discretionary sector, which alone makes up over a third of the firm’s total asset allocations, and also invests in the industrials, information technology, utilities and telecommunications, transports, and finance sectors, among other sectors to a lesser degree, in order of decreasing allocations. The company holds its allocations for 3.2 quarters on average and holds its top 10 allocations for 2.6 quarters on average, although this data may be somewhat skewed due to the company only having two years of history so far. Darsana Capital Partner’s top 10 holdings make up over 90% of the firm’s total asset allocations and, in the most recent quarter, the firm has had a turnover rate of approximately 14.3%. The company’s top holdings include Spirit Aerosystems Holdings, Baidu Inc., 21st Century Fox Class A, and Delta Air Lines Inc., each of which makes up approximately a tenth of the firm’s total asset allocations, in order of decreasing holdings. Darsana Capital Partners manages over $2.7 billion in total assets under management spread across 4 total accounts, all of which are discretionary accounts. Although the firm’s total number of accounts has stayed steady since its inception, the firm’s total assets under management has been increasing, growing significantly from just under $1 billion at its inception to well over twice that amount today. Darsana Capital Partners currently caters exclusively to pooled investment vehicles.

Darsana Capital Partners LP Profile

Darsana Capital Partners LP is a hedge fund manager based out of New York City, New York. The company was originally established in 2014 by Anand Desai, who is still with the company today acting as its CEO. Anand Desai previously worked at Eton Park Capital before leaving the company to start his own investment firm. The company conducts its research internally and externally and invests in a variety of sectors. Darsana Capital Partners invests most heavily in the consumer discretionary sector, which alone makes up over a third of the firm’s total asset allocations, and also invests in the industrials, information technology, utilities and telecommunications, transports, and finance sectors, among other sectors to a lesser degree, in order of decreasing allocations. The company holds its allocations for 3.2 quarters on average and holds its top 10 allocations for 2.6 quarters on average, although this data may be somewhat skewed due to the company only having two years of history so far. Darsana Capital Partner’s top 10 holdings make up over 90% of the firm’s total asset allocations and, in the most recent quarter, the firm has had a turnover rate of approximately 14.3%. The company’s top holdings include Spirit Aerosystems Holdings, Baidu Inc., 21st Century Fox Class A, and Delta Air Lines Inc., each of which makes up approximately a tenth of the firm’s total asset allocations, in order of decreasing holdings. Darsana Capital Partners manages over $2.7 billion in total assets under management spread across 4 total accounts, all of which are discretionary accounts. Although the firm’s total number of accounts has stayed steady since its inception, the firm’s total assets under management has been increasing, growing significantly from just under $1 billion at its inception to well over twice that amount today. Darsana Capital Partners currently caters exclusively to pooled investment vehicles.

Darsana Capital Partners LP Investing Philosophy

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