Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Palestra Capital Management LLC (CIK 1568788) reported $2.57B across 21 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HSIC ($251.5M, 9.81%), V ($227.1M, 8.86%), PRMB ($189.7M, 7.39%), UNP ($175.6M, 6.85%), LIN ($175.0M, 6.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HSIC | SCHEIN HENRY INC | $251.5M | 9.81% | 3.4M | Added |
| 2 | V | VISA INC | $227.1M | 8.86% | 751,525 | Added |
| 3 | PRMB | PRIMO BRANDS CORPORATION | $189.7M | 7.39% | 10.1M | Added |
| 4 | UNP | UNION PAC CORP | $175.6M | 6.85% | 723,902 | Added |
| 5 | LIN | LINDE PLC | $175.0M | 6.82% | 352,942 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $169.8M | 6.62% | 590,615 | Added |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | $168.7M | 6.58% | 347,943 | New |
| 8 | NU | NU HLDGS LTD | $159.8M | 6.23% | 11.1M | Added |
| 9 | ADI | ANALOG DEVICES INC | $155.6M | 6.07% | 489,145 | New |
| 10 | DHR | DANAHER CORP DEL | $128.5M | 5.01% | 677,750 | Added |
| 11 | PTC | PTC INC | $126.9M | 4.95% | 890,595 | Added |
| 12 | CVNA | CARVANA CO | $125.1M | 4.88% | 398,007 | Added |
| 13 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $115.2M | 4.49% | 294,000 | New |
| 14 | CPNG | COUPANG INC | $114.6M | 4.47% | 6.1M | New |
| 15 | AMAT | APPLIED MATLS INC | $97.9M | 3.82% | 286,566 | New |
| 16 | APP | APPLOVIN CORP | $50.1M | 1.95% | 125,779 | Hold |
| 17 | AMZN | AMAZON COM INC | $34.7M | 1.35% | 166,739 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $31.9M | 1.24% | 182,688 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $28.7M | 1.12% | 77,662 | Trimmed |
| 20 | CRM | SALESFORCE INC | $21.8M | 0.85% | 116,527 | Trimmed |
| 21 | PSKY | PARAMOUNT SKYDANCE CORP | $11.7M | 0.46% | 1.3M | Added |
| 22 | ROKU | ROKU INC | $5.0M | 0.20% | 53,189 | New |
| 23 | AYI | ACUITY INC | $0 | 0.00% | 0 | Exited |
| 24 | COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | Exited |
| 25 | CRS | CARPENTER TECHNOLOGY CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31