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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 Sep 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

+256.25%
Since Jan 2016

Sharpe Ratio

3.65
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$4.06B
Anand Desai manages more assets than 64% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+28.81%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
23.23% Communication Services
19.73% Healthcare
17.89% Consumer Cyclical
12.19% Technology
10.63% Financial
8.03% Consumer Defensive
7.82% 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
Bank of America
Reduced
Financial
$39.79
($35.14-$44.44)
+17.09%
-7.69%
238.08M
5.86%
Constellation Brands
Reduced
Consumer Defensive
$250.01
($235.57-$264.45)
-6.17%
-2.25%
327.47M
8.03%
Warner Music Group
New
Communication Services
$29.80
($27.06-$32.55)
+0.16%
+100.00%
2.57M
0.06%
Meta Platforms
Sold Out
Communication Services
$510.02
($442.65-$577.40)
-1.63%
-100.00%
0.00
0.00%
New York Times
Reduced
Communication Services
$53.43
($50.37-$56.49)
-4.12%
-20.00%
278.35M
6.84%
Charles Schwab
Not Changed
Financial
$68.86
($61.01-$76.70)
+25.10%
0.00%
194.43M
4.77%
Sotera Health
Added
Healthcare
$14.24
($11.41-$17.08)
-25.69%
+716.95%
334.17M
8.23%
Comcast
Reduced
Communication Services
$39.52
($36.97-$42.08)
+4.92%
-15.79%
334.16M
8.17%
Echostar
Added
Technology
$22.43
($14.79-$30.08)
-5.04%
+44.77%
74.46M
1.83%
Guidewire
Reduced
Technology
$155.57
($132.01-$179.13)
+9.25%
-29.23%
420.76M
10.36%
See a list of Darsana Capital Partners LP's holdings, as reported to the SEC on Sep 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 256.25%.
    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 $4.06B.
        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 -1.03%.
          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 37.61%.
            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 28.81%.
              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 Sep 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 $4.06B.
                    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.