Holders — by stockHoldings — by fund
Palestra Capital Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001568788
$2.95B
disclosed book value
21
positions
12.6%
largest position share
Positions, as of 2026-06-30
top 21 of 21 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | STXSEAGATE TECHNOLOGY HLDNGS PL | 386,123 | $372.6M | 12.6% |
| 2 | LINLINDE PLC | 436,859 | $226.7M | 7.7% |
| 3 | ADIANALOG DEVICES INC | 566,948 | $225.2M | 7.6% |
| 4 | AMZNAMAZON COM INC | 942,732 | $224.7M | 7.6% |
| 5 | UNPUNION PAC CORP | 762,465 | $207.4M | 7% |
| 6 | HSICSCHEIN HENRY INC | 2.4M | $204.3M | 6.9% |
| 7 | NUNU HLDGS LTD | 14.0M | $187.5M | 6.4% |
| 8 | SPOTSPOTIFY TECHNOLOGY S A | 403,160 | $185.1M | 6.3% |
| 9 | LRCXLAM RESEARCH CORP | 388,886 | $168.5M | 5.7% |
| 10 | AMDADVANCED MICRO DEVICES INC | 237,958 | $138.2M | 4.7% |
| 11 | CPNGCOUPANG INC | 6.8M | $117.6M | 4% |
| 12 | PRMBPRIMO BRANDS CORPORATION | 4.6M | $112.5M | 3.8% |
| 13 | VVISA INC | 324,572 | $111.4M | 3.8% |
| 14 | JHXJAMES HARDIE INDS PLC | 4.1M | $108.1M | 3.7% |
| 15 | TTMITTM TECHNOLOGIES INC | 562,582 | $105.2M | 3.6% |
| 16 | NVDANVIDIA CORPORATION | 390,320 | $78.1M | 2.6% |
| 17 | GOOGLALPHABET INC | 174,221 | $62.3M | 2.1% |
| 18 | CVNACARVANA CO | 795,635 | $52.4M | 1.8% |
| 19 | MSFTMICROSOFT CORP | 77,662 | $29.0M | 1% |
| 20 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 41,307 | $19.7M | 0.7% |
| 21 | PSKYPARAMOUNT SKYDANCE CORP | 1.3M | $12.8M | 0.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.