Palestra Capital Management
$2.5B 13F equity value
34 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| HSIC | SCHEIN HENRY INC | 3,412,667 | $252M | 9.9% |
| V | VISA INC | 751,525 | $227M | 8.9% |
| UNP | UNION PAC CORP | 723,902 | $176M | 6.9% |
| LIN | LINDE PLC | 352,942 | $175M | 6.9% |
| PRMB | PRIMO BRANDS CORPORATION | 9,049,878 | $170M | 6.7% |
| GOOGL | ALPHABET INC | 590,615 | $170M | 6.7% |
| SPOT | SPOTIFY TECHNOLOGY S A | 347,943 | $169M | 6.6% |
| NU | NU HLDGS LTD | 11,122,403 | $160M | 6.3% |
| ADI | ANALOG DEVICES INC | 489,145 | $156M | 6.1% |
| DHR | DANAHER CORP DEL | 677,750 | $129M | 5.0% |
Track Palestra Capital Management's 13F portfolio: $2.5B in reported holdings, 34 positions. Top holdings and quarterly changes on SentiSense.