Hedge Fund - Darsana Capital Partners

Anand Desai Bio, Returns, AUM, Net Worth

Darsana Capital Partners emerges as a prominent long/short equity hedge fund manager, headquartered in the bustling financial hub of New York City. Established in the first quarter of 2014 by the visionary Anand Desai, the firm stands as a testament to his acumen and leadership. Before venturing into entrepreneurship, Desai served as a distinguished partner at Eton Park Capital Management, spearheading ventures into US equity, structured credit, and derivative investments. In addition to its hedge fund endeavors, Darsana Capital Partners extends its reach as a versatile private equity firm, headquartered in New York. The firm specializes in buyout investments spanning a diverse array of sectors throughout the United States, showcasing its agility and commitment to strategic growth.

Anand Desai serves as the Founder and Chief Executive Officer of Darsana Capital Partners, a New York-based investment firm. Prior to founding Darsana, Anand held a senior role at Eton Park Capital Management from 2004 to 2013, overseeing fundamental investing activities. He commenced his career as a Financial Analyst, initially at Donaldson, Lufkin, and Jenrette, focusing on capital raising and later transitioning to various private investment partnerships, where he conducted fundamental analyses. Anand is an alumnus of the University of Pennsylvania, graduating summa cum laude with dual degrees in Economics from the Wharton School and Mathematics from the College of Arts and Sciences. Additionally, he serves on the Board of Trustees of The Spence School and New York Public Radio.

Darsana Capital Partners serves a select clientele of six discerning investors, managing discretionary assets under management (AUM) valued at $8,086,835,042, as officially reported in their Form ADV dated March 2024. Their most recent 13F filing for Q4 2023 unveils a robust portfolio, comprising managed 13F securities totaling $2,802,849,780, underscored by a top 10 holdings concentration of 98.32%. Noteworthy among their holdings is the esteemed Guidewire Software, Inc., with an impressive stake of 3,500,000 shares.

Anand Desai
Fund Profile
Filing Period:
Fund Name: Darsana Capital Partners
Manager Anand Desai
Portfolio Value $3,111,913,470
Change This QTR +1.11%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. GWRE 3,250,000 $379,307,500 -8% 12.18%
2. STZ 1,300,000 $353,288,000 11.35%
3. CMCSA 7,500,000 $325,125,000 10.44%
4. HLT 1,500,000 $319,965,000 -25% 10.28%
5. BAC 7,500,000 $284,400,000 9.13%
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