Palestra Capital Management LLC
Palestra Capital Management LLC reported 21 holdings worth US$2.95B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Palestra Capital Management LLC reported 21 holdings worth US$2.95B as of Jun 30, 2026. Largest: Analog Devices, Inc., Amazon.com, Inc. and Union Pacific Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 21
- Value as reported
- US$2.95B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Analog Devices, Inc. | 567K | US$225M | 7.6% |
| Amazon.com, Inc. | 943K | US$225M | 7.6% |
| Union Pacific Corporation | 762K | US$207M | 7.0% |
| Henry Schein, Inc. | 2.45M | US$204M | 6.9% |
| Nu Holdings Ltd. | 14M | US$188M | 6.4% |
| Lam Research Corporation | 389K | US$169M | 5.7% |
| Advanced Micro Devices Inc | 238K | US$138M | 4.7% |
| Coupang, Inc. | 6.77M | US$118M | 4.0% |
| Primo Brands Corporation | 4.6M | US$113M | 3.8% |
| Visa Inc. | 325K | US$111M | 3.8% |
| Ttm Technologies, Inc. | 563K | US$105M | 3.6% |
| Nvidia Corporation | 390K | US$78.1M | 2.6% |
| Alphabet Inc (google) Class C | 174K | US$62.3M | 2.1% |
| Carvana Co. | 796K | US$52.4M | 1.8% |
| Microsoft Corp. | 77,662 | US$29M | 0.98% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 41,307 | US$19.7M | 0.67% |
| Paramount Skydance Corporation | 1.3M | US$12.8M | 0.43% |
| Roku, Inc. | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Applied Materials, Inc. | 0 | US$0 | 0.00% |
| Applovin Corporation | 0 | US$0 | 0.00% |
| Danaher Corporation | 0 | US$0 | 0.00% |
| Ptc Inc. | 0 | US$0 | 0.00% |