Holdings
Palestra Capital Management LLC
As of Jun 30, 2026, Palestra Capital Management LLC reported 17 positions worth US$2.06B. Largest: Analog Devices, Inc., Amazon.com, Inc. and Union Pacific Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Analog Devices, Inc. | 567K | US$225M | +77,803 | Jun 30, 2026 |
| Amazon.com, Inc. | 943K | US$225M | +776K | Jun 30, 2026 |
| Union Pacific Corporation | 762K | US$207M | +38,563 | Jun 30, 2026 |
| Henry Schein, Inc. | 2.45M | US$204M | −966K | Jun 30, 2026 |
| Nu Holdings Ltd. | 14M | US$188M | +2.91M | Jun 30, 2026 |
| Lam Research Corporation | 389K | US$169M | new | Jun 30, 2026 |
| Advanced Micro Devices Inc | 238K | US$138M | new | Jun 30, 2026 |
| Coupang, Inc. | 6.77M | US$118M | +699K | Jun 30, 2026 |
| Primo Brands Corporation | 4.6M | US$113M | −4.45M | Jun 30, 2026 |
| Visa Inc. | 325K | US$111M | −427K | Jun 30, 2026 |