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

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Nov 15, 2021
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New York, NY, based Investment company Darsana Capital Partners LP (Current Portfolio) buys RH, BigCommerce Holdings Inc, Shopify Inc, sells DoorDash Inc, Microsoft Corp, DiDi Global Inc, Full Truck Alliance Co, Gray Television Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Darsana Capital Partners LP. As of 2021Q3, Darsana Capital Partners LP owns 15 stocks with a total value of $3 billion. These are the details of the buys and sells.

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

These are the top 5 holdings of Darsana Capital Partners LP
  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%
New Purchase: RH (RH)

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.

New Purchase: BigCommerce Holdings Inc (BIGC)

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.

Added: Shopify Inc (SHOP)

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.

Sold Out: DoorDash Inc (DASH)

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.

Sold Out: Microsoft Corp (MSFT)

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.

Sold Out: DiDi Global Inc (DIDI)

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.

Sold Out: Full Truck Alliance Co Ltd (YMM)

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.



Here is the complete portfolio of Darsana Capital Partners LP. Also check out:

1. Darsana Capital Partners LP's Undervalued Stocks
2. Darsana Capital Partners LP's Top Growth Companies, and
3. Darsana Capital Partners LP's High Yield stocks
4. Stocks that Darsana Capital Partners LP keeps buying
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