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Palestra Capital Management LLC 13F holdings

Filed 2026-08-14 · Palestra Capital Management LLC · 21 positions · $2.9B

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TickerCompanySharesValue% of portfolio
STXSEAGATE TECHNOLOGY HLDNGS PL386.1K$372.6M12.6%
LINLINDE PLC436.9K$226.7M7.7%
ADIANALOG DEVICES INC566.9K$225.2M7.6%
AMZNAMAZON COM INC942.7K$224.7M7.6%
UNPUNION PAC CORP762.5K$207.4M7.0%
HSICSCHEIN HENRY INC2.4M$204.3M6.9%
NUNU HLDGS LTD14.0M$187.5M6.4%
SPOTSPOTIFY TECHNOLOGY S A403.2K$185.1M6.3%
LRCXLAM RESEARCH CORP388.9K$168.5M5.7%
AMDADVANCED MICRO DEVICES INC238.0K$138.2M4.7%
CPNGCOUPANG INC6.8M$117.6M4.0%
PRMBPRIMO BRANDS CORPORATION4.6M$112.5M3.8%
VVISA INC324.6K$111.4M3.8%
—JAMES HARDIE INDS PLC4.1M$108.1M3.7%
TTMITTM TECHNOLOGIES INC562.6K$105.2M3.6%
NVDANVIDIA CORPORATION390.3K$78.1M2.6%
GOOGLALPHABET INC174.2K$62.3M2.1%
CVNACARVANA CO795.6K$52.4M1.8%
MSFTMICROSOFT CORP77.7K$29.0M1.0%
TSMTAIWAN SEMICONDUCTOR MANUFAC41.3K$19.7M0.7%
PSKYPARAMOUNT SKYDANCE CORP1.3M$12.8M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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