Palestra Capital Management LLC

NEW YORK, NY · CIK 1568788 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityPALESTRA CAPITAL MANAGEMENT LLC (US)

Kindhedge funds, futures
Others nearbyNew York, NY
FamilyPalestra Capital Management LLC · 2 related pages

$2.9bn reported value +15.8% vs Q1 2026

21positions

72.6%in top 10

5 new 9 added 5 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	386,123	$372.6m12.63%	12.63%	Added +92.1k	+92,123 31.3%
2	LINDE PLC SHS LIN	LIN	436,859	$226.7m7.69%	7.69%	Added +83.9k	+83,917 23.8%
3	ANALOG DEVICES INC COM ADI	ADI	566,948	$225.2m7.63%	7.63%	Added +77.8k	+77,803 15.9%
4	AMAZON COM INC COM AMZN	AMZN	942,732	$224.7m7.62%	7.62%	Added +776.0k	+775,993 465.4%
5	UNION PAC CORP COM UNP	UNP	762,465	$207.4m7.03%	7.03%	Added +38.6k	+38,563 5.3%
6	HENRY SCHEIN INC COM HSIC	HSIC	2,446,691	$204.3m6.93%	6.93%	Reduced -966.0k	-965,976 -28.3%
7	NU HLDGS LTD ORD SHS CL A NU	NU	14,036,736	$187.5m6.36%	6.36%	Added +2.9m	+2,914,333 26.2%
8	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	403,160	$185.1m6.28%	6.28%	Added +55.2k	+55,217 15.9%
9	LAM RESEARCH CORP COM NEW LRCX	LRCX	388,886	$168.5m5.71%	5.71%	New
10	ADVANCED MICRO DEVICES INC COM AMD	AMD	237,958	$138.2m4.69%	4.69%	New
11	COUPANG INC CL A CPNG	CPNG	6,771,181	$117.6m3.99%	3.99%	Added +699.1k	+699,144 11.5%
12	PRIMO BRANDS CORPORATION CLASS A COM SHS PRMB	PRMB	4,604,145	$112.5m3.82%	3.82%	Reduced -4.4m	-4,445,733 -49.1%
13	VISA INC COM CL A V	V	324,572	$111.4m3.78%	3.78%	Reduced -427.0k	-426,953 -56.8%
14	JAMES HARDIE INDS PLC ORD SHS JHX	JHX	4,130,497	$108.1m3.67%	3.67%	New
15	TTM TECHNOLOGIES INC COM TTMI	TTMI	562,582	$105.2m3.57%	3.57%	New
16	NVIDIA CORPORATION COM NVDA	NVDA	390,320	$78.1m2.65%	2.65%	Added +207.6k	+207,632 113.7%
17	ALPHABET INC CAP STK CL A GOOGL	GOOGL	174,221	$62.3m2.11%	2.11%	Reduced -416.4k	-416,394 -70.5%
18	CARVANA CO CL A CVNA	CVNA	795,635	$52.4m1.78%	1.78%	Reduced -1.2m	-1,194,400 -60.0%
19	MICROSOFT CORP COM MSFT	MSFT	77,662	$29.0m0.98%	0.98%	Unchanged
20	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	41,307	$19.7m0.67%	0.67%	New
21	PARAMOUNT SKYDANCE CORP COM CL B SKYD	SKYD	1,298,000	$12.8m0.43%	0.43%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DANAHER CORPORATION DHR	DHR	677,750	$128.5m677.8k shares
PTC INC PTC	PTC	890,595	$126.9m890.6k shares
APPLIED MATLS INC AMAT	AMAT	286,566	$97.9m286.6k shares
APPLOVIN CORP APP	APP	125,779	$50.1m125.8k shares
SALESFORCE INC CRM	CRM	116,527	$21.8m116.5k shares
ROKU INC ROKU	ROKU	53,189	$5.0m53.2k shares