Darsana Capital Partners LP Buys RH, BigCommerce Holdings Inc, Shopify Inc, Sells DoorDash Inc, Microsoft Corp, DiDi Global Inc

• New Purchases: RH, BIGC,
• Added Positions: SHOP, RACE,
• Reduced Positions: NYT, FB, GTN, NARI,
• Sold Out: DASH, MSFT, DIDI, YMM,

For the details of Darsana Capital Partners LP's stock buys and sells, go to https://www.gurufocus.com/guru/darsana+capital+partners+lp/current-portfolio/portfolio

1. New York Times Co (NYT) - 8,500,000 shares, 13.80% of the total portfolio. Shares reduced by 9.8%
2. Ferrari NV (RACE) - 1,500,000 shares, 10.33% of the total portfolio. Shares added by 20.00%
3. Shopify Inc (SHOP) - 225,000 shares, 10.05% of the total portfolio. Shares added by 50.00%
4. Guidewire Software Inc (GWRE) - 2,500,000 shares, 9.79% of the total portfolio.
5. Meta Platforms Inc (FB) - 800,000 shares, 8.95% of the total portfolio. Shares reduced by 5.88%

Darsana Capital Partners LP initiated holding in RH. The purchase prices were between $651.88 and $738.52, with an estimated average price of $688.15. The stock is now traded at around $652.070000. The impact to a portfolio due to this purchase was 8.79%. The holding were 400,000 shares as of 2021-09-30.

Darsana Capital Partners LP initiated holding in BigCommerce Holdings Inc. The purchase prices were between $50.64 and $71.33, with an estimated average price of $61. The stock is now traded at around $57.540000. The impact to a portfolio due to this purchase was 3.75%. The holding were 2,250,000 shares as of 2021-09-30.

Darsana Capital Partners LP added to a holding in Shopify Inc by 50.00%. The purchase prices were between $1346.55 and $1643.32, with an estimated average price of $1498.75. The stock is now traded at around $1660.935000. The impact to a portfolio due to this purchase was 3.35%. The holding were 225,000 shares as of 2021-09-30.

Darsana Capital Partners LP sold out a holding in DoorDash Inc. The sale prices were between $167.33 and $222.91, with an estimated average price of $191.19.

Darsana Capital Partners LP sold out a holding in Microsoft Corp. The sale prices were between $271.6 and $305.22, with an estimated average price of $290.9.

Darsana Capital Partners LP sold out a holding in DiDi Global Inc. The sale prices were between $7.2 and $16.4, with an estimated average price of $9.52.

Darsana Capital Partners LP sold out a holding in Full Truck Alliance Co Ltd. The sale prices were between $8.7 and $19.02, with an estimated average price of $14.84.