Generalist · New York, NY
Darsana Capital Partners
Q3 2025 · compared with Q2 2025
Filed as Darsana Capital Partners LP
- Software
- $460M
- Weight of 13F
- 10.8%
- Names
- 1
- Net bought
- Flat
Filed 14 November 2025 · SEC filing.
14 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 20261 name$468M−$29.3M
- Q1 20261 name$598M+$302M
- Q4 20251 name$503M+$115M
- Q3 20251 name$460MFlat
- Q2 20251 name$471M−$56.2M
- Q1 20251 name$431MFlat
- Q4 20241 name$388MFlat
- Q3 20241 name$421M−$131M
- Q2 20241 name$448MFlat
- Q1 20241 name$379M−$27.3M
- Q4 20231 name$382M+$90.0M
- Q3 20231 name$225MFlat
- Q2 20231 name$190M−$4.4M
- Q1 20232 names$210M−$48.1M
- Q4 20222 names$209M+$7.4M
- Q3 20222 names$235M−$24.3M
- Q2 20222 names$291MFlat
- Q1 20222 names$390M−$58.2M
- Q4 20213 names$590M−$70.5M
- Q3 20213 names$716M−$45.8M
- Q2 20214 names$802M+$33.9M
- Q1 20213 names$652M+$227M
- Q4 20202 names$481M+$58.7M
- Q3 20202 names$313M+$33.7M
- Q2 20202 names$260M−$130M
- Q1 20202 names$345M−$74.0M
- Q4 20192 names$458M+$83.2M
- Q3 20192 names$325MFlat
- Q2 20192 names$391M+$118M
- Q1 20191 name$261M−$19.3M
- Q4 20181 name$235M−$54.6M
- Q3 20181 name$340MFlat
- Q2 20181 name$285MFlat
- Q1 20181 name$273M+$34.1M
- Q4 20171 name$194M+$19.6M
- Q3 20171 name$188M+$47.9M
- Q2 20171 name$121M−$17.3M
- Q1 20171 name$121M−$9.3M
- Q4 20161 name$113M+$1.8M
- Q3 20161 name$109M−$47.9M
- Q2 20161 name$144M—