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
Total Investments
4
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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Darsana Capital: Investor Profile & Portfolio | Indexed.vc