Palestra Capital Management LLC
22 holdingsFiling period: 2026-03-31Current AUM: $2.85Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | HSIC | SCHEIN HENRY INC | 3.41M | $251.5M | $292.6M | 10.28% | +1.03M | 2026-03-31 |
| 2 | V | VISA INC | 751.5K | $227.1M | $275.2M | 9.66% | +275.1K | 2026-03-31 |
| 3 | PRMB | PRIMO BRANDS CORPORATION | 10.07M | $189.7M | $228.6M | 8.03% | +5.05M | 2026-03-31 |
| 4 | UNP | UNION PAC CORP | 723.9K | $175.6M | $211.5M | 7.43% | +36.6K | 2026-03-31 |
| 5 | — | LINDE PLC | 352.9K | $175.0M | $175.0M | 6.15% | -48,552 | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC | 590.6K | $169.8M | $210.3M | 7.39% | +244.8K | 2026-03-31 |
| 7 | — | SPOTIFY TECHNOLOGY S A | 347.9K | $168.7M | $168.7M | 5.93% | -- | 2026-03-31 |
| 8 | — | NU HLDGS LTD | 11.12M | $159.8M | $159.8M | 5.61% | +1.94M | 2026-03-31 |
| 9 | ADI | ANALOG DEVICES INC | 489.1K | $155.6M | $179.7M | 6.31% | -- | 2026-03-31 |
| 10 | DHR | DANAHER CORP DEL | 677.8K | $128.5M | $132.1M | 4.64% | +15.2K | 2026-03-31 |
| 11 | PTC | PTC INC | 890.6K | $126.9M | $122.2M | 4.29% | +656.2K | 2026-03-31 |
| 12 | CVNA | CARVANA CO | 398.0K | $125.1M | $124.1M | 4.36% | +105.5K | 2026-03-31 |
| 13 | — | SEAGATE TECHNOLOGY HLDNGS PL | 294.0K | $115.2M | $115.2M | 4.05% | -- | 2026-03-31 |
| 14 | CPNG | COUPANG INC | 6.07M | $114.6M | $99.3M | 3.49% | -- | 2026-03-31 |
| 15 | AMAT | APPLIED MATLS INC | 286.6K | $97.9M | $145.5M | 5.11% | -- | 2026-03-31 |
| 16 | APP | APPLOVIN CORP | 125.8K | $50.1M | $49.8M | 1.75% | -- | 2026-03-31 |
| 17 | AMZN | AMAZON COM INC | 166.7K | $34.7M | $45.3M | 1.59% | -585,803 | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 182.7K | $31.9M | $36.7M | 1.29% | -21,448 | 2026-03-31 |
| 19 | MSFT | MICROSOFT CORP | 77.7K | $28.7M | $36.1M | 1.27% | -69,762 | 2026-03-31 |
| 20 | CRM | SALESFORCE INC | 116.5K | $21.8M | $21.4M | 0.75% | -306,995 | 2026-03-31 |
| 21 | PSKY | PARAMOUNT SKYDANCE CORP | 1.30M | $11.7M | $10.3M | 0.36% | +975.0K | 2026-03-31 |
| 22 | ROKU | ROKU INC | 53.2K | $5.0M | $7.7M | 0.27% | -- | 2026-03-31 |
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