CIK 1568788
Palestra Capital Management LLC
Institutional 13F holdings & portfolio
Holdings
28
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–28 of 28
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HSIC | HENRY SCHEIN INC | 2.4M | $1M+ | SH |
| AMZN | AMAZON COM INC | 753K | $1M+ | SH |
| LIN | LINDE PLC | 401K | $1M+ | SH |
| V | VISA INC | 476K | $1M+ | SH |
| UNP | UNION PAC CORP | 687K | $1M+ | SH |
| NU | NU HLDGS LTD | 9.2M | $1M+ | SH |
| DHR | DANAHER CORPORATION | 663K | $1M+ | SH |
| CLH | CLEAN HARBORS INC | 570K | $1M+ | SH |
| AYI | ACUITY INC | 371K | $1M+ | SH |
| META | META PLATFORMS INC | 192K | $1M+ | SH |
| CVNA | CARVANA CO | 293K | $1M+ | SH |
| CRS | CARPENTER TECHNOLOGY CORP | 368K | $1M+ | SH |
| CRM | SALESFORCE INC | 424K | $1M+ | SH |
| GOOGL | ALPHABET INC | 346K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 3.5M | $1M+ | SH |
| LUMN | LUMEN TECHNOLOGIES INC | 11.2M | $1M+ | SH |
| APP | APPLOVIN CORP | 126K | $1M+ | SH |
| CRH | CRH PLC | 674K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 340K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 147K | $1M+ | SH |
| PRMB | PRIMO BRANDS CORPORATION | 4.0M | $1M+ | SH |
| INFY | INFOSYS LTD | 2.7M | $1M+ | SH |
| UAL | UNITED AIRLS HLDGS INC | 413K | $1M+ | SH |
| PTC | PTC INC | 234K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 204K | $1M+ | SH |
| DLTR | DOLLAR TREE INC | 224K | $1M+ | SH |
| PCOR | PROCORE TECHNOLOGIES INC | 250K | $1M+ | SH |
| PSKY | PARAMOUNT SKYDANCE CORP | 323K | $1M+ | SH |