Palestra Capital Management as of June 30, 2026
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 21 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 12.6 | $373M | 386k | 965.00 | |
| Linde SHS (LIN) | 7.7 | $227M | 437k | 518.94 | |
| Analog Devices (ADI) | 7.6 | $225M | 567k | 397.17 | |
| Amazon (AMZN) | 7.6 | $225M | 943k | 238.34 | |
| Union Pacific Corporation (UNP) | 7.0 | $207M | 763k | 272.00 | |
| Henry Schein (HSIC) | 6.9 | $204M | 2.4M | 83.52 | |
| Nu Hldgs Ord Shs Cl A (NU) | 6.4 | $188M | 14M | 13.36 | |
| Spotify Technology S A SHS (SPOT) | 6.3 | $185M | 403k | 459.13 | |
| Lam Research Corp Com New (LRCX) | 5.7 | $169M | 389k | 433.33 | |
| Advanced Micro Devices (AMD) | 4.7 | $138M | 238k | 580.91 | |
| Coupang Cl A (CPNG) | 4.0 | $118M | 6.8M | 17.37 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 3.8 | $113M | 4.6M | 24.44 | |
| Visa Com Cl A (V) | 3.8 | $111M | 325k | 343.09 | |
| James Hardie Inds Ord Shs (JHX) | 3.7 | $108M | 4.1M | 26.18 | |
| TTM Technologies (TTMI) | 3.6 | $105M | 563k | 187.02 | |
| NVIDIA Corporation (NVDA) | 2.6 | $78M | 390k | 200.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $62M | 174k | 357.37 | |
| Carvana Cl A (CVNA) | 1.8 | $52M | 796k | 65.82 | |
| Microsoft Corporation (MSFT) | 1.0 | $29M | 78k | 373.02 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.7 | $20M | 41k | 477.57 | |
| Paramount Skydance Corp Com Cl B (PSKY) | 0.4 | $13M | 1.3M | 9.86 |
