Palestra Capital Management
Long Only- Manager
- Palestra Capital Management
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $2.95B
- Positions
- 21
- CIK
- 0001568788
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Seagate Technology Hldngs PLSTXHISTORY | 12.63% | +31.3% | $372.6M | 386,123 | +92,123 | 0.17% | 13F |
| 2 | Linde PLCLINHISTORY | 7.69% | +23.8% | $226.7M | 436,859 | +83,917 | 0.09% | 13F |
| 3 | Analog Devices IncADIHISTORY | 7.63% | +15.9% | $225.2M | 566,948 | +77,803 | 0.12% | 13F |
| 4 | Amazon Com IncAMZNHISTORY | 7.62% | +465.4% | $224.7M | 942,732 | +775,993 | 0.01% | 13F |
| 5 | Union Pac CorpUNPHISTORY | 7.03% | +5.3% | $207.4M | 762,465 | +38,563 | 0.13% | 13F |
| 6 | Schein Henry IncHSICHISTORY | 6.93% | (28.3%) | $204.3M | 2,446,691 | (965,976) | — | 13F |
| 7 | Nu Hldgs LTDNUHISTORY | 6.36% | +26.2% | $187.5M | 14,036,736 | +2,914,333 | — | 13F |
| 8 | Spotify Technology S ASPOTHISTORY | 6.28% | +15.9% | $185.1M | 403,160 | +55,217 | 0.20% | 13F |
| 9 | Lam Research CorpLRCXHISTORY | 5.71% | NEW | $168.5M | 388,886 | +388,886 | 0.03% | 13F |
| 10 | Advanced Micro Devices IncAMDHISTORY | 4.69% | NEW | $138.2M | 237,958 | +237,958 | 0.01% | 13F |
| 11 | Coupang IncCPNGHISTORY | 3.99% | +11.5% | $117.6M | 6,771,181 | +699,144 | 0.37% | 13F |
| 12 | Primo Brands CorporationPRMBHISTORY | 3.82% | (49.1%) | $112.5M | 4,604,145 | (4,445,733) | 1.27% | 13F |
| 13 | Visa IncVHISTORY | 3.78% | (56.8%) | $111.4M | 324,572 | (426,953) | 0.07% | 13F |
| 14 | James Hardie Inds PLCJHXHISTORY | 3.67% | NEW | $108.1M | 4,130,497 | +4,130,497 | 0.71% | 13F |
| 15 | TTM Technologies IncTTMIHISTORY | 3.57% | NEW | $105.2M | 562,582 | +562,582 | 0.53% | 13F |
| 16 | Nvidia CorporationNVDAHISTORY | 2.65% | +113.7% | $78.1M | 390,320 | +207,632 | 0.00% | 13F |
| 17 | Alphabet IncGOOGLHISTORY | 2.11% | (70.5%) | $62.3M | 174,221 | (416,394) | 0.00% | 13F |
| 18 | Carvana CoCVNAHISTORY | 1.78% | +99.9% | $52.4M | 795,635 | +397,628 | 0.11% | 13F |
| 19 | Microsoft CorpMSFTHISTORY | 0.98% | — | $29.0M | 77,662 | — | 0.00% | 13F |
| 20 | Taiwan Semiconductor ManufacTSMHISTORY | 0.67% | NEW | $19.7M | 41,307 | +41,307 | 0.00% | 13F |
| 21 | Paramount Skydance CorpSKYDHISTORY | 0.43% | — | $12.8M | 1,298,000 | — | 0.12% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology