Palestra Capital Management LLC
21 holdingsFiling period: 2026-06-30Current AUM: $2.86Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Seagate Technology Hldngs PL | 386.1K | $372.6M | $372.6M | 13.03% | +92.1K | 2026-06-30 |
| 2 | — | Linde PLC | 436.9K | $226.7M | $226.7M | 7.93% | +83.9K | 2026-06-30 |
| 3 | ADI | Analog Devices Inc | 566.9K | $225.2M | $242.8M | 8.49% | +77.8K | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 942.7K | $224.7M | $240.0M | 8.39% | +776.0K | 2026-06-30 |
| 5 | UNP | Union Pac Corp | 762.5K | $207.4M | $227.1M | 7.94% | +38.6K | 2026-06-30 |
| 6 | HSIC | Schein Henry Inc | 2.45M | $204.3M | $207.9M | 7.27% | -965,976 | 2026-06-30 |
| 7 | — | NU Hldgs Ltd | 14.04M | $187.5M | $187.5M | 6.56% | +2.91M | 2026-06-30 |
| 8 | — | Spotify Technology S A | 403.2K | $185.1M | $185.1M | 6.47% | +55.2K | 2026-06-30 |
| 9 | LRCX | Lam Research Corp | 388.9K | $168.5M | $98.7M | 3.45% | -- | 2026-06-30 |
| 10 | AMD | Advanced Micro Devices Inc | 238.0K | $138.2M | $137.6M | 4.81% | -- | 2026-06-30 |
| 11 | CPNG | Coupang Inc | 6.77M | $117.6M | $95.5M | 3.34% | +699.1K | 2026-06-30 |
| 12 | PRMB | Primo Brands Corporation | 4.60M | $112.5M | $89.0M | 3.11% | -5,468,133 | 2026-06-30 |
| 13 | V | Visa Inc | 324.6K | $111.4M | $130.0M | 4.55% | -426,953 | 2026-06-30 |
| 14 | — | James Hardie Inds PLC | 4.13M | $108.1M | $108.1M | 3.78% | -- | 2026-06-30 |
| 15 | TTMI | Ttm Technologies Inc | 562.6K | $105.2M | $51.1M | 1.79% | -- | 2026-06-30 |
| 16 | NVDA | NVIDIA Corporation | 390.3K | $78.1M | $84.1M | 2.94% | +207.6K | 2026-06-30 |
| 17 | GOOGL | Alphabet Inc | 174.2K | $62.3M | $56.6M | 1.98% | -416,394 | 2026-06-30 |
| 18 | CVNA | Carvana Co | 795.6K | $52.4M | $47.0M | 1.64% | +397.6K | 2026-06-30 |
| 19 | MSFT | Microsoft Corp | 77.7K | $29.0M | $41.2M | 1.44% | -- | 2026-06-30 |
| 20 | TSM | Taiwan Semiconductor Manufac | 41.3K | $19.7M | $18.2M | 0.63% | -- | 2026-06-30 |
| 21 | PSKY | Paramount Skydance Corp | 1.30M | $12.8M | $12.8M | 0.45% | -- | 2026-06-30 |
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