Palestra Capital Management
$2.9B 13F equity value
27 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Palestra Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 386,123 | $373M | 12.6% |
| LIN | LINDE PLC | 436,859 | $227M | 7.7% |
| ADI | ANALOG DEVICES INC | 566,948 | $225M | 7.6% |
| AMZN | AMAZON COM INC | 942,732 | $225M | 7.6% |
| UNP | UNION PAC CORP | 762,465 | $207M | 7.0% |
| HSIC | SCHEIN HENRY INC | 2,446,691 | $204M | 6.9% |
| NU | NU HLDGS LTD | 14,036,736 | $188M | 6.4% |
| SPOT | SPOTIFY TECHNOLOGY S A | 403,160 | $185M | 6.3% |
| LRCX | LAM RESEARCH CORP | 388,886 | $169M | 5.7% |
| AMD | ADVANCED MICRO DEVICES INC | 237,958 | $138M | 4.7% |
Track Palestra Capital Management's 13F portfolio: $2.9B in reported holdings, 27 positions. Top holdings and quarterly changes on SentiSense.
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