Palestra Capital Management as of March 31, 2026
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 22 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Henry Schein (HSIC) | 9.8 | $252M | 3.4M | 73.70 | |
| Visa Com Cl A (V) | 8.9 | $227M | 752k | 302.24 | |
| Primo Brands Corporation Class A Com Shs Call Option (PRMB) | 7.4 | $190M | 10M | 18.83 | |
| Union Pacific Corporation (UNP) | 6.8 | $176M | 724k | 242.62 | |
| Linde SHS (LIN) | 6.8 | $175M | 353k | 495.76 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.6 | $170M | 591k | 287.56 | |
| Spotify Technology S A SHS (SPOT) | 6.6 | $169M | 348k | 484.91 | |
| Nu Hldgs Ord Shs Cl A (NU) | 6.2 | $160M | 11M | 14.37 | |
| Analog Devices (ADI) | 6.1 | $156M | 489k | 318.14 | |
| Danaher Corporation (DHR) | 5.0 | $129M | 678k | 189.60 | |
| Ptc (PTC) | 4.9 | $127M | 891k | 142.49 | |
| Carvana Cl A (CVNA) | 4.9 | $125M | 398k | 314.38 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 4.5 | $115M | 294k | 391.76 | |
| Coupang Cl A (CPNG) | 4.5 | $115M | 6.1M | 18.88 | |
| Applied Materials (AMAT) | 3.8 | $98M | 287k | 341.79 | |
| Applovin Corp Com Cl A (APP) | 2.0 | $50M | 126k | 398.00 | |
| Amazon (AMZN) | 1.4 | $35M | 167k | 208.27 | |
| NVIDIA Corporation (NVDA) | 1.2 | $32M | 183k | 174.40 | |
| Microsoft Corporation (MSFT) | 1.1 | $29M | 78k | 370.17 | |
| salesforce (CRM) | 0.8 | $22M | 117k | 186.67 | |
| Paramount Skydance Corp Com Cl B (PSKY) | 0.5 | $12M | 1.3M | 9.02 | |
| Roku Com Cl A (ROKU) | 0.2 | $5.0M | 53k | 94.62 |
