Palestra Capital Management LLC
21 holdingsFiling period: 2026-06-30Current AUM: $2.82Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | SEAGATE TECHNOLOGY HLDNGS PL | 386.1K | $372.6M | $372.6M | 13.20% | +92.1K | 2026-06-30 |
| 2 | — | LINDE PLC | 436.9K | $226.7M | $226.7M | 8.03% | +83.9K | 2026-06-30 |
| 3 | ADI | ANALOG DEVICES INC | 566.9K | $225.2M | $204.9M | 7.26% | +77.8K | 2026-06-30 |
| 4 | AMZN | AMAZON COM INC | 942.7K | $224.7M | $234.2M | 8.30% | +776.0K | 2026-06-30 |
| 5 | UNP | UNION PAC CORP | 762.5K | $207.4M | $216.5M | 7.67% | +38.6K | 2026-06-30 |
| 6 | HSIC | SCHEIN HENRY INC | 2.45M | $204.3M | $214.1M | 7.59% | -965,976 | 2026-06-30 |
| 7 | — | NU HLDGS LTD | 14.04M | $187.5M | $187.5M | 6.65% | +2.91M | 2026-06-30 |
| 8 | — | SPOTIFY TECHNOLOGY S A | 403.2K | $185.1M | $185.1M | 6.56% | +55.2K | 2026-06-30 |
| 9 | LRCX | LAM RESEARCH CORP | 388.9K | $168.5M | $105.3M | 3.73% | -- | 2026-06-30 |
| 10 | AMD | ADVANCED MICRO DEVICES INC | 238.0K | $138.2M | $120.0M | 4.25% | -- | 2026-06-30 |
| 11 | CPNG | COUPANG INC | 6.77M | $117.6M | $99.4M | 3.52% | +699.1K | 2026-06-30 |
| 12 | PRMB | PRIMO BRANDS CORPORATION | 4.60M | $112.5M | $96.0M | 3.40% | -5,468,133 | 2026-06-30 |
| 13 | V | VISA INC | 324.6K | $111.4M | $121.9M | 4.32% | -426,953 | 2026-06-30 |
| 14 | — | JAMES HARDIE INDS PLC | 4.13M | $108.1M | $108.1M | 3.83% | -- | 2026-06-30 |
| 15 | TTMI | TTM TECHNOLOGIES INC | 562.6K | $105.2M | $63.3M | 2.24% | -- | 2026-06-30 |
| 16 | NVDA | NVIDIA CORPORATION | 390.3K | $78.1M | $82.8M | 2.93% | +207.6K | 2026-06-30 |
| 17 | GOOGL | ALPHABET INC | 174.2K | $62.3M | $60.1M | 2.13% | -416,394 | 2026-06-30 |
| 18 | CVNA | CARVANA CO | 795.6K | $52.4M | $53.2M | 1.89% | +397.6K | 2026-06-30 |
| 19 | MSFT | MICROSOFT CORP | 77.7K | $29.0M | $38.6M | 1.37% | -- | 2026-06-30 |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 41.3K | $19.7M | $17.1M | 0.61% | -- | 2026-06-30 |
| 21 | PSKY | PARAMOUNT SKYDANCE CORP | 1.30M | $12.8M | $14.3M | 0.51% | -- | 2026-06-30 |
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