Palestra Capital Management LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
25
Total Value
2265150428
Accession Number
0001172661-25-002360
Form Type
13F-HR
CIK
0001568788
Manager Name
Palestra Capital Management LLC
Data Enrichment
96% identified
24 identified1 unidentified

Holdings

25 positions
Manager:
SEC
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Page 1 of 2
Meta Platforms, Inc.
META|30303M102
Shares:
433324(-1.1%)
Value:
$249.8B(-2.6%)
PTC INC.
PTC|69370C100
Shares:
1113417(+21.7%)
Value:
$172.5B(+2.5%)
G3643J108
G3643J108
Shares:
724691(+8.1%)
Value:
$160.6B(-7.4%)
CAPITAL ONE FINANCIAL CORP
COF|14040H105
Shares:
850672(-5.6%)
Value:
$152.5B(-5.1%)
CARVANA CO.
CVNA|146869102
Shares:
691959(-14.3%)
Value:
$144.7B(-11.8%)
Performance Food Group Co
PFGC|71377A103
Shares:
1792500(-9.6%)
Value:
$140.9B(-15.9%)
INTUIT INC.
INTU|461202103
Shares:
228971(-15.6%)
Value:
$140.6B(-17.6%)
Salesforce, Inc.
CRM|79466L302
Shares:
499781(-11.5%)
Value:
$134.1B(-29.0%)
LPL Financial Holdings Inc.
LPLA|50212V100
Shares:
399210(+21.6%)
Value:
$130.6B(+21.8%)
CRH PUBLIC LTD CO
CRH|G25508105
Shares:
1389394(-4.9%)
Value:
$122.2B(-9.6%)
SharkNinja, Inc.
SN|G8068L108
Shares:
1403388(-21.2%)
Value:
$117.1B(-32.5%)
VISA INC.
V|92826C839
Shares:
320034(-6.7%)
Value:
$112.2B(+3.5%)
Hilton Worldwide Holdings Inc.
HLT|43300A203
Shares:
404413(+0.0%)
Value:
$92.0B(-7.9%)
LOUISIANA-PACIFIC CORP
LPX|546347105
Shares:
911621(+173.4%)
Value:
$83.9B(+142.9%)
Apollo Global Management, Inc.
APO|03769M106
Shares:
470278(-34.0%)
Value:
$64.4B(-45.3%)
HENRY SCHEIN INC
HSIC|806407102
Shares:
850000(-67.8%)
Value:
$58.2B(-68.2%)
MICROSOFT CORP
MSFT|594918104
Shares:
146047(-51.1%)
Value:
$54.8B(-56.4%)
ANSYS INC
ANSS|03662Q105
Shares:
109571
Value:
$34.7B
SYNOPSYS INC
SNPS|871607107
Shares:
78408
Value:
$33.6B
DOLLAR TREE, INC.
DLTR|256746108
Shares:
223700(+0.0%)
Value:
$16.8B(+0.2%)