§ 13F · FUND PROFILE
Palestra Capital Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.1B (13F)Positions · 28Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$657M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | HSIC | SCHEIN HENRY INC | 3.41M | $252M | 9.8% | +43% |
| 2 | V | VISA INC | 752K | $227M | 8.9% | +58% |
| 3 | UNP | UNION PAC CORP | 724K | $176M | 6.8% | +5% |
| 4 | LIN | LINDE PLC | 353K | $175M | 6.8% | −12% |
| 5 | PRMB | PRIMO BRANDS CORPORATION | 9.05M | $170M | 6.6% | +101% |
| 6 | GOOGL | ALPHABET INC | 591K | $170M | 6.6% | +71% |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | 348K | $169M | 6.6% | NEW |
| 8 | NU | NU HLDGS LTD | 11.12M | $160M | 6.2% | +21% |
| 9 | ADI | ANALOG DEVICES INC | 489K | $156M | 6.1% | NEW |
| 10 | DHR | DANAHER CORP DEL | 678K | $129M | 5.0% | +2% |
§ 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 $3.1 billion in assets. The fund runs a focused portfolio of just 28 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed