DC
Darsana Capital
Growth Equity
New York-based hedge fund founded in 2014 by Anand Desai, focused on long-term fundamental equity investing with significant allocations to consumer discretionary and industrials sectors.
Growth
Late Stage
Financial Services
Industrials
- Headquarters
- New York, United States
- Founded
- 2014
- AUM
- $8.1B
- Portfolio Companies
- 2
- Last Investment
- Dec 2025
- Geographic Focus
- North America
Investment Thesis
Long/short equity hedge fund focused on fundamental research in public markets. Invests primarily in North American equities with concentration in technology, media, healthcare, and financial services.
Portfolio2
Investment History
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