Palestra Capital Management LLC

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    28

  • Value ($000)

    $3,104,449

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001568788
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
H
HSIC

HENRY SCHEIN INC

COM
806407102
$287.44M
9 %

4,330,800

M
MSFT

MICROSOFT CORP

COM
594918104
$191.11M
6 %

368,969

A
AMZN

AMAZON COM INC

COM
023135106
$160.02M
5 %

728,799

C
COF

CAPITAL ONE FINL CORP

COM
14040H105
$146.57M
5 %

689,485

---

SHARKNINJA INC

COM SHS
G8068L108
$143.18M
5 %

1,388,046

M
META

META PLATFORMS INC

CL A
30303M102
$138.84M
5 %

189,052

C
CVNA

CARVANA CO

CL A
146869102
$138.05M
4 %

365,942

N
NU

NU HLDGS LTD

ORD SHS CL A
G6683N103
$134.49M
4 %

8,400,684

C
CRM

SALESFORCE INC

COM
79466L302
$129.93M
4 %

548,226

U
UNP

UNION PAC CORP

COM
907818108
$128.00M
4 %

541,507

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 28