§ 13F · FUND PROFILE
Palestra Capital Management LLC.
AUM · $2.9B (13F)Positions · 21Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$540M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 386K | $373M | 12.6% | +31% |
| 2 | LIN | LINDE PLC | 437K | $227M | 7.7% | +24% |
| 3 | ADI | ANALOG DEVICES INC | 567K | $225M | 7.6% | +16% |
| 4 | AMZN | AMAZON COM INC | 943K | $225M | 7.6% | +465% |
| 5 | UNP | UNION PAC CORP | 762K | $207M | 7.0% | +5% |
| 6 | HSIC | SCHEIN HENRY INC | 2.45M | $204M | 6.9% | −28% |
| 7 | NU | NU HLDGS LTD | 14.04M | $188M | 6.4% | +26% |
| 8 | SPOT | SPOTIFY TECHNOLOGY S A | 403K | $185M | 6.3% | +16% |
| 9 | LRCX | LAM RESEARCH CORP | 389K | $169M | 5.7% | NEW |
| 10 | AMD | ADVANCED MICRO DEVICES INC | 238K | $138M | 4.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PALESTRA SIGNAL
AC read
Palestra Capital Management LLC is a Other fund managing $2.9 billion in assets. The fund runs a focused portfolio of just 21 positions.
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