Darsana Capital Partners’s HCA Healthcare HCA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$429M	Buy	1,100,000 +350,000	+47%	+$148M	1.93%	6
2026 Q1	$355M	Sell	750,000 -250,000	-25%	-$126M	7.56%	6
2025 Q4	$467M	Hold	1,000,000	–	–	9.3%	4
2025 Q3	$426M	Hold	1,000,000	–	–	10.04%	4
2025 Q2	$383M	Sell	1,000,000 -250,000	-20%	-$90.1M	10.94%	2
2025 Q1	$432M	Buy	1,250,000 +25,000	+2%	+$8.04M	12.55%	1
2024 Q4	$368M	Buy	1,225,000 +75,000	+7%	+$26.2M	11.19%	3
2024 Q3	$467M	Hold	1,150,000	–	–	11.51%	1
2024 Q2	$369M	Buy	1,150,000 +400,000	+53%	+$130M	10.1%	4
2024 Q1	$250M	Buy	+750,000	New	+$229M	8.04%	7

Other funds holding HCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Darsana Capital Partners's HCA Position: Q2 2026 in Review

Darsana Capital Partners increased its HCA Healthcare (HCA) stake by 47% in Q2 2026, buying an estimated $148M and bringing the position to 1,100,000 shares worth $429M. The position accounts for 1.93% of the portfolio, ranked #6.

Darsana Capital Partners first reported a position in HCA in Q1 2024 and has held it in 10 quarters since. The position peaked at $467M in Q3 2024. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

Darsana Capital Partners held 1,100,000 shares of HCA Healthcare worth $429M as of Q2 2026.
Darsana Capital Partners bought 350,000 HCA Healthcare shares in Q2 2026, an estimated $148M.
HCA Healthcare made up 1.93% of Darsana Capital Partners's portfolio in Q2 2026, its #6 holding.
Darsana Capital Partners first reported a position in HCA Healthcare in Q1 2024 and has held it in 10 quarters since.
Darsana Capital Partners's HCA Healthcare position peaked at $467M in Q3 2024.
1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Darsana Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.