Darsana Capital Partners’s Autodesk ADSK Stock Holding History

Darsana Capital Partners’s Portfolio ADSK Stock Details ADSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,000,000	Closed	-$156M	–	13
2020 Q1	$156M	Sell	1,000,000 -525,000	-34%	-$96.4M	7.38%	8
2019 Q4	$280M	Sell	1,525,000 -150,000	-9%	-$24.3M	9.54%	5
2019 Q3	$247M	Hold	1,675,000	–	–	9.17%	5
2019 Q2	$273M	Hold	1,675,000	–	–	8.86%	4
2019 Q1	$261M	Sell	1,675,000 -150,000	-8%	-$22.4M	9.77%	5
2018 Q4	$235M	Sell	1,825,000 -350,000	-16%	-$47.3M	9.82%	4
2018 Q3	$340M	Hold	2,175,000	–	–	10.64%	3
2018 Q2	$285M	Hold	2,175,000	–	–	8.92%	3
2018 Q1	$273M	Buy	2,175,000 +325,000	+18%	+$38.7M	8.76%	4
2017 Q4	$194M	Buy	1,850,000 +175,000	+10%	+$20.4M	7.13%	5
2017 Q3	$188M	Buy	1,675,000 +475,000	+40%	+$52.4M	7.93%	4
2017 Q2	$121M	Sell	1,200,000 -200,000	-14%	-$19.8M	5.27%	7
2017 Q1	$121M	Sell	1,400,000 -125,000	-8%	-$10.5M	5.99%	10
2016 Q4	$113M	Buy	+1,525,000	New	+$112M	5.47%	8

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Darsana Capital Partners's ADSK Position: Q2 2020 in Review

Darsana Capital Partners sold out of Autodesk (ADSK) in Q2 2020, closing a stake of 1,000,000 shares — an estimated $156M sold.

Darsana Capital Partners first reported a position in ADSK in Q4 2016 and held it in 14 quarters. The position peaked at $340M in Q3 2018. 861 funds tracked by Wall St. Rank hold ADSK as of Q2 2020.

Darsana Capital Partners reported no remaining Autodesk position as of Q2 2020 after selling out during the quarter.
Darsana Capital Partners sold 1,000,000 Autodesk shares in Q2 2020, an estimated $156M.
Darsana Capital Partners first reported a position in Autodesk in Q4 2016 and held it in 14 quarters.
Darsana Capital Partners's Autodesk position peaked at $340M in Q3 2018.
861 funds tracked by Wall St. Rank held Autodesk as of Q2 2020.

Based on Darsana Capital Partners's 13F filing for Q2 2020, filed 14 Aug 2020.