Darsana Capital Partners was created by Anand Desai in 2014. According to the most recent SEC 13F filings as of the second quarter of 2021, the fund had 18 reported positions. From 2004 to 2013, Mr. Desai worked at Eton Park Capital Management. In Q2 2021, Anand Desai’s Darsana Capital Partners initiated three new positions, including Full Truck Alliance Co Ltd and Amazon.com, Inc., with a total portfolio worth $3.5 billion.
Here is Insider Monkey’s list of the top 10 stock picks of Anand Desai’s Darsana Capital Partners. Hilton Worldwide Holdings Inc. is one of the most well-known names in the hospitality industry. Conrad Hilton created the corporation in May 1919, and Christopher J. Nassetta is the current CEO. The cable and entertainment firm Comcast Corp is well-known. The corporation also owns NBC Universal and Sky in Europe, in addition to providing high-speed internet, phone, and television. In Q2 2021, 84 of the hedge funds monitored by Insider Monkey had positions in Comcast Corp. Shopify is one of the most well-known e-commerce platforms. Shopify is used by some of the world’s most well-known companies, including PepsiCo and Gymshark. Hedge funds owned 85 percent of the company’s stock in the second quarter, down from 91 percent the previous quarter. Peloton is a first-of-its-kind workout platform that provides users with quality wellness content. Peloton, which was founded in 2012, now has over 3.6 million members all around the world. Despite decreasing the price objective from $135 to $130, Needham maintained a Buy recommendation on the company’s stock. Ferrari N.V., a world-renowned sports vehicle manufacturer, is headquartered in Maranello, Italy. Apparel, watches, earphones, and a variety of other accessories are also produced by the brand. The company’s price objective has been cut from $287 to $281 by BofA analyst John Murphy. For more details, click Top 10 Stock Picks Of Anand Desai’s Darsana Capital Partners.
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