—

Palestra Capital Management LLC

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    23

  • Value ($000)

    $2,565,106

  • Date Filed
    05/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
H
HSIC

SCHEIN HENRY INC

COM
806407102
$251.51M
10 %

3,412,667

V
V

VISA INC

COM CL A
92826C839
$227.14M
9 %

751,525

U
UNP

UNION PAC CORP

COM
907818108
$175.63M
7 %

723,902

L
LIN

LINDE PLC

SHS
G54950103
$174.97M
7 %

352,942

---

PRIMO BRANDS CORPORATION

CLASS A COM SHS
741623102
$170.41M
7 %

9,049,878

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$169.84M
7 %

590,615

---

SPOTIFY TECHNOLOGY S A

SHS
L8681T102
$168.72M
7 %

347,943

N
NU

NU HLDGS LTD

ORD SHS CL A
G6683N103
$159.83M
6 %

11,122,403

A
ADI

ANALOG DEVICES INC

COM
032654105
$155.62M
6 %

489,145

D
DHR

DANAHER CORP DEL

COM
235851102
$128.5M
5 %

677,750

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 23