Anand Desai: Stock Portfolio, Performance and Latest Trades
Darsana Capital Partners
13F portfolio value
$22.3B
16 holdings at Q2 2026
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Anand Desai's portfolio
As of Q2 2026, filed August 14, 2026 · prices as of October 8, 2026
| Company | Share of portfolio | Average buy price | Return | Current price | Last quarter |
|---|---|---|---|---|---|
| 77.8% | $170.86 | −6.0% | $160.57 | New | |
Amazon.com Inc.AMZN | 2.68% | $251.01 | +1.2% | $254.06 | New |
Echostar Corp.ECHO | 2.28% | $22.01 | +324% | $93.36 | Reduced −29% |
| 2.15% | $14.33 | +24.4% | $17.83 | Added +3.8% | |
| 2.10% | $136.66 | +20.6% | $164.78 | Reduced −4.9% | |
| 1.93% | $349.10 | +27.5% | $445.01 | Added +47% | |
Liberty Media Corp.FWONK | 1.84% | $92.87 | +2.4% | $95.07 | No change |
| 1.57% | $39.62 | +68.1% | $66.60 | Reduced −0.8% | |
| 1.53% | $209.53 | −35.7% | $134.63 | Added +9.1% | |
| 1.45% | $30.34 | −4.7% | $28.91 | Added +0.8% | |
Wingstop Inc.WING | 1.17% | $262.95 | −54.9% | $118.50 | Added +20% |
Equifax Inc.EFX | 1.07% | $233.77 | −37.7% | $145.54 | No change |
| 0.93% | $78.48 | +23.4% | $96.87 | No change | |
| 0.76% | $611.48 | +17.9% | $720.89 | New | |
| 0.37% | $173.62 | +40.4% | $243.73 | Reduced −76% | |
Liberty Media Corp.FWONA | 0.33% | $85.29 | +2.7% | $87.57 | No change |
Anand Desai's buys and sells
| Company | Action | Shares change | Value now |
|---|---|---|---|
| New | +101,461,915 | $17.3B | |
Amazon.com Inc.AMZN | New | +2,500,000 | $595.9M |
Echostar Corp.ECHO | Reduced −29% | −2,000,000 | $507.5M |
| Sold out | −2,655,469 | — | |
| New | +300,000 | $169M | |
| Reduced −76% | −755,094 | $82M | |
| Reduced −4.9% | −196,000 | $468.1M | |
| Added +3.8% | +1,000,000 | $479.3M | |
| Added +47% | +350,000 | $428.9M | |
| Reduced −0.8% | −38,727 | $349.9M | |
| Added +9.1% | +125,000 | $340.2M | |
Wingstop Inc.WING | Added +20% | +250,000 | $260.1M |
| Added +0.8% | +93,199 | $323.3M |
Anand Desai's portfolio by sector
Share of the stock portfolio at Q2 2026.
| Sector | Share |
|---|---|
| Technology | 80% |
| Consumer Discretionary | 6.8% |
| Communication Services | 6.8% |
| Health Care | 4.1% |
| Industrials | 1.1% |
| Financials | 0.9% |
Portfolio performance: Anand Desai vs. benchmarks
Your result if you had bought each reported portfolio on the day it was made public and held it until the next report, against the S&P 500 and Nasdaq-100.
- You, copying after each 13F filing – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each 13F filing – estimated value | +61.9% | +10.1% |
| S&P 500 | +89.0% | +13.6% |
| Nasdaq-100 | +113.3% | +16.4% |
Prices were available for 81% of the portfolio value on average; the rest is left out of the return.
Anand Desai's most traded stocks
Quarters with a buy or a sell, all reports since Q4 2014.
| Company | Quarters bought | Quarters sold |
|---|---|---|
| 14 | 13 | |
| 12 | 12 | |
Alphabet Inc.GOOGL | 10 | 11 |
| 10 | 11 | |
Ferrari NVRACE | 8 | 12 |
Comcast Corp-Class ACMCSA | 7 | 10 |
| 6 | 11 | |
| 12 | 4 | |
| 8 | 8 | |
| 8 | 7 | |
Novocure Ltd.NVCR | 5 | 8 |
Netflix Inc.NFLX | 4 | 9 |
Dollar Tree Inc.DLTR | 6 | 6 |
| 6 | 6 | |
| 7 | 4 |