Palestra Capital Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Palestra Capital Management LLC held in its portfolio 28 assets valued at $2,828,707,649 (i.e. $2.83B).
The most valuable assets in the portfolio included: HENRY SCHEIN INC ($180.10M), AMAZON COM INC ($173.70M), and LINDE PLC ($171.19M).
The chart below shows the top 10 valuable assets, and the table below shows the top 28 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Palestra Capital Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| HENRY SCHEIN INC | 2382837 | 180094820 | COM |
| AMAZON COM INC | 752542 | 173701744 | COM |
| LINDE PLC | 401494 | 171193027 | SHS |
| VISA INC | 476442 | 167092974 | COM CL A |
| UNION PAC CORP | 687298 | 158985773 | COM |
| NU HLDGS LTD | 9180592 | 153683110 | ORD SHS CL A |
| DANAHER CORPORATION | 662517 | 151663392 | COM |
| CLEAN HARBORS INC | 569991 | 133651490 | COM |
| ACUITY INC | 370529 | 133405261 | COM |
| META PLATFORMS INC | 191932 | 126692394 | CL A |
| CARVANA CO | 292552 | 123462795 | CL A |
| CARPENTER TECHNOLOGY CORP | 367701 | 115766983 | COM |
| SALESFORCE INC | 423522 | 112195213 | COM |
| ALPHABET INC | 345865 | 108255745 | CAP STK CL A |
| COMCAST CORP NEW | 3476179 | 103902990 | CL A |
| LUMEN TECHNOLOGIES INC | 11167585 | 86772135 | COM |
| APPLOVIN CORP | 125779 | 84752406 | COM CL A |
| CRH PLC | 674483 | 84175478 | ORD |
| CAPITAL ONE FINL CORP | 340394 | 82497890 | COM |
| PRIMO BRANDS CORPORATION | 5019898 | 82075332 | CLASS A COM SHS |
| MICROSOFT CORP | 147424 | 71297195 | COM |
| INFOSYS LTD | 2709445 | 48282310 | SPONSORED ADR |
| UNITED AIRLS HLDGS INC | 412889 | 46169248 | COM |
| PTC INC | 234407 | 40836043 | COM |
| NVIDIA CORPORATION | 204136 | 38071364 | COM |
| DOLLAR TREE INC | 223700 | 27517337 | COM |
| PROCORE TECHNOLOGIES INC | 250000 | 18185000 | COM |
| PARAMOUNT SKYDANCE CORP | 323000 | 4328200 | COM CL B |
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