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Darsana Capital Partners LP - Anand Desai

Darsana Capital Partners LP a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2024
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Anand Desai

Anand Desai
Darsana Capital Partners LP

Hedge Fund Manager
Ranked #36 out of 487 Hedge Fund Managers

Portfolio Gain

+258.08%
Since Jan 2016

Sharpe Ratio

3.65
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$3.66B
Anand Desai manages more assets than 62% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+29.05%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
29.61% Communication Services
17.97% Consumer Cyclical
13.26% Technology
13.02% Financial
10.88% Healthcare
9.06% Consumer Defensive
5.46% Industrial Goods
A breakdown of Darsana Capital Partners LP's portfolio by sector

Darsana Capital Partners LP Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Gray Television
Reduced
Communication Services
$6.07
($4.72-$7.41)
-8.20%
-21.94%
21.28M
0.57%
Constellation Brands
Not Changed
Consumer Defensive
$258.95
($243.04-$274.87)
-6.90%
0.00%
334.46M
9.06%
Guidewire
Not Changed
Technology
$123.45
($107.00-$139.91)
+39.40%
0.00%
448.14M
12.25%
Hilton Worldwide Holdings
Not Changed
Consumer Cyclical
$206.22
($193.86-$218.58)
+13.99%
0.00%
327.30M
8.93%
Comcast
Added
Communication Services
$39.74
($36.43-$43.05)
+11.22%
+26.67%
372.02M
10.01%
Bath & Body Works
Sold Out
Consumer Cyclical
$45.71
($38.44-$52.98)
-18.75%
-100.00%
0.00
0.00%
HCA Healthcare
Added
Healthcare
$318.58
($292.97-$344.20)
+6.93%
+53.33%
369.47M
10.08%
KKR & Co
Sold Out
Financial
$102.92
($91.92-$113.91)
+42.95%
-100.00%
0.00
0.00%
Meta Platforms
Added
Communication Services
$472.99
($414.50-$531.49)
+9.99%
+50.00%
378.17M
10.33%
New York Times
Added
Communication Services
$46.77
($41.55-$51.98)
+2.94%
+25.00%
320.06M
8.71%
See a list of Darsana Capital Partners LP's holdings, as reported to the SEC on Jun 30, 2024. Click on any holding to see more details

Measured Performance

Compare Darsana Capital Partners LP's performance with other Hedge Funds and the S&P 500

Darsana Capital Partners LP activity FAQ

What is Darsana Capital Partners LP’s portfolio gain since Jun 2013?
Darsana Capital Partners LP’s portfolio gain since Jun 2013 was 258.08%.
    What is Darsana Capital Partners LP’s Sharpe Ratio?
    Darsana Capital Partners LP’s Sharpe Ratio is 3.65.
      What is Darsana Capital Partners LP’s portfolio value?
      Darsana Capital Partners LP’s portfolio value is $3.66B.
        What is Darsana Capital Partners LP’s average return since the fund’s last 13F filing?
        Darsana Capital Partners LP’s average return since the fund’s last 13F filing is 11.82%.
          What was Darsana Capital Partners LP’s average return in the last 12 months?
          Darsana Capital Partners LP’s average return in the last 12 months was 39.95%.
            What was Darsana Capital Partners LP’s average return in the last 3 years?
            Darsana Capital Partners LP’s average return in the last 3 years was 29.05%.
              When was the most recent most recent 13F form submitted by Darsana Capital Partners LP?
              Darsana Capital Partners LP's most recent 13F form was submitted on Jun 30, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Anand Desai Net Worth?
                  Anand Desai is Managing Darsana Capital Partners LP which has a net worth of $3.66B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Anand Desai and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.