Palestra Capital Management LLC

Est. AUM

$2.57B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHEIN HENRY INC	COM	$251.5M	3412667	9.81%	SOLE
2	VISA INC	COM CL A	$227.1M	751525	8.86%	SOLE
3	UNION PAC CORP	COM	$175.6M	723902	6.85%	SOLE
4	LINDE PLC	SHS	$175.0M	352942	6.82%	SOLE
5	PRIMO BRANDS CORPORATION	CLASS A COM SHS	$170.4M	9049878	6.64%	SOLE
6	ALPHABET INC	CAP STK CL A	$169.8M	590615	6.62%	SOLE
7	SPOTIFY TECHNOLOGY S A	SHS	$168.7M	347943	6.58%	SOLE
8	NU HLDGS LTD	ORD SHS CL A	$159.8M	11122403	6.23%	SOLE
9	ANALOG DEVICES INC	COM	$155.6M	489145	6.07%	SOLE
10	DANAHER CORP DEL	COM	$128.5M	677750	5.01%	SOLE
11	PTC INC	COM	$126.9M	890595	4.95%	SOLE
12	CARVANA CO	CL A	$125.1M	398007	4.88%	SOLE
13	SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$115.2M	294000	4.49%	SOLE
14	COUPANG INC	CL A	$114.6M	6072037	4.47%	SOLE
15	APPLIED MATLS INC	COM	$97.9M	286566	3.82%	SOLE
16	APPLOVIN CORP	COM CL A	$50.1M	125779	1.95%	SOLE
17	AMAZON COM INC	COM	$34.7M	166739	1.35%	SOLE
18	NVIDIA CORPORATION	COM	$31.9M	182688	1.24%	SOLE
19	MICROSOFT CORP	COM	$28.7M	77662	1.12%	SOLE
20	SALESFORCE INC	COM	$21.8M	116527	0.85%	SOLE
21	PRIMO BRANDS CORPORATIONCALL	CLASS A COM SHS	$19.3M	1022400	0.75%	SOLE
22	PARAMOUNT SKYDANCE CORP	COM CL B	$11.7M	1298000	0.46%	SOLE
23	ROKU INC	COM CL A	$5.0M	53189	0.20%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.