Universe · entity
Palestra Capital Management LLC
Institutional manager (13F) · CIK 1568788
13F holdings · as of 2026-03-31 · top 22 · reported portfolio $2.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHEIN HENRY INC | $252M | 3,412,667 |
| 2 | VISA INC | $227M | 751,525 |
| 3 | UNION PAC CORP | $176M | 723,902 |
| 4 | LINDE PLC | $175M | 352,942 |
| 5 | PRIMO BRANDS CORPORATION | $170M | 9,049,878 |
| 6 | ALPHABET INC | $170M | 590,615 |
| 7 | SPOTIFY TECHNOLOGY S A | $169M | 347,943 |
| 8 | NU HLDGS LTD | $160M | 11,122,403 |
| 9 | ANALOG DEVICES INC | $156M | 489,145 |
| 10 | DANAHER CORP DEL | $129M | 677,750 |
| 11 | PTC INC | $127M | 890,595 |
| 12 | CARVANA CO | $125M | 398,007 |
| 13 | SEAGATE TECHNOLOGY HLDNGS PL | $115M | 294,000 |
| 14 | COUPANG INC | $115M | 6,072,037 |
| 15 | APPLIED MATLS INC | $98M | 286,566 |
| 16 | APPLOVIN CORP | $50M | 125,779 |
| 17 | AMAZON COM INC | $35M | 166,739 |
| 18 | NVIDIA CORPORATION | $32M | 182,688 |
| 19 | MICROSOFT CORP | $29M | 77,662 |
| 20 | SALESFORCE INC | $22M | 116,527 |
| 21 | PARAMOUNT SKYDANCE CORP | $12M | 1,298,000 |
| 22 | ROKU INC | $5M | 53,189 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.