Palestra Capital Management LLC Top Holdings and 13F Report (2025) About Palestra Capital Management LLCInvestment ActivityPalestra Capital Management LLC has $2.54 billion in total holdings as of March 31, 2025.Palestra Capital Management LLC owns shares of 25 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 13.33% of the portfolio was purchased this quarter.About 50.97% of the portfolio was sold this quarter.This quarter, Palestra Capital Management LLC has purchased 36 new stocks and bought additional shares in 5 stocks.Palestra Capital Management LLC sold shares of 15 stocks and completely divested from 13 stocks this quarter.Largest Holdings Henry Schein $332,141,570Meta Platforms $249,750,621PTC $172,523,964FLUTTER ENTMT PLC $160,555,291Capital One Financial $152,525,490 Largest New Holdings this Quarter 03662Q105 - ANSYS $34,685,796 Holding871607107 - Synopsys $33,625,271 Holding Largest Purchases this Quarter Henry Schein 2,205,154 shares (about $151.03M)Louisiana-Pacific 578,248 shares (about $53.19M)ANSYS 109,571 shares (about $34.69M)Synopsys 78,408 shares (about $33.63M)PTC 198,469 shares (about $30.75M) Largest Sales this Quarter Progressive 579,779 shares (about $164.08M)Live Nation Entertainment 675,077 shares (about $88.15M)Microsoft 152,506 shares (about $57.25M)Apollo Global Management 242,179 shares (about $33.16M)SharkNinja 377,397 shares (about $31.48M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPalestra Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHSICHenry Schein$332,141,570$151,030,997 ▲83.4%4,849,49013.1%MedicalMETAMeta Platforms$249,750,621$2,730,794 ▼-1.1%433,3249.8%Computer and TechnologyPTCPTC$172,523,964$30,752,772 ▲21.7%1,113,4176.8%Computer and TechnologyFLUTTER ENTMT PLC$160,555,291$11,962,814 ▲8.1%724,6916.3%SHSCOFCapital One Financial$152,525,490$9,088,179 ▼-5.6%850,6726.0%FinanceCVNACarvana$144,674,788$24,056,118 ▼-14.3%691,9595.7%Retail/WholesalePFGCPerformance Food Group$140,944,275$15,008,659 ▼-9.6%1,792,5005.6%Retail/WholesaleINTUIntuit$140,585,904$26,075,541 ▼-15.6%228,9715.5%Computer and TechnologyCRMSalesforce$134,121,229$17,488,753 ▼-11.5%499,7815.3%Computer and TechnologyLPLALPL Financial$130,597,559$23,202,077 ▲21.6%399,2105.1%FinanceCRH PLC$122,224,990$6,295,309 ▼-4.9%1,389,3944.8%ORDSNSharkNinja$117,056,593$31,478,684 ▼-21.2%1,403,3884.6%Retail/WholesaleVVisa$112,159,116$8,067,239 ▼-6.7%320,0344.4%Business ServicesHLTHilton Worldwide$92,024,1780.0%404,4133.6%Consumer DiscretionaryLPXLouisiana-Pacific$83,850,900$53,187,251 ▲173.5%911,6213.3%ConstructionAPOApollo Global Management$64,399,869$33,163,992 ▼-34.0%470,2782.5%FinanceMSFTMicrosoft$54,824,583$57,249,227 ▼-51.1%146,0472.2%Computer and TechnologyANSSANSYS$34,685,796$34,685,796 ▲New Holding109,5711.4%Computer and TechnologySNPSSynopsys$33,625,271$33,625,271 ▲New Holding78,4081.3%Computer and TechnologyDLTRDollar Tree$16,793,1590.0%223,7000.7%Retail/WholesalePARAParamount Global$15,524,0800.0%1,298,0000.6%Consumer DiscretionaryLUMNLumen Technologies$14,700,000$29,076,933 ▼-66.4%3,750,0000.6%Business ServicesSATSEchoStar$9,208,800$9,135,616 ▼-49.8%360,0000.4%Computer and TechnologyPGRProgressive$5,313,513$164,083,263 ▼-96.9%18,7750.2%FinanceLYVLive Nation Entertainment$4,263,959$88,151,548 ▼-95.4%32,6540.2%Consumer DiscretionaryGOOGLAlphabet$0$142,445,978 ▼-100.0%00.0%Computer and TechnologyUALUnited Airlines$0$112,150,209 ▼-100.0%00.0%TransportationAMZNAmazon.com$0$89,707,693 ▼-100.0%00.0%Retail/WholesaleGEGE Aerospace$0$84,018,294 ▼-100.0%00.0%IndustrialsREDDIT INC$0$59,270,535 ▼-100.0%00.0%CL AVMCVulcan Materials$0$54,738,544 ▼-100.0%00.0%ConstructionDALDelta Air Lines$0$52,209,927 ▼-100.0%00.0%TransportationGE VERNOVA INC$0$41,423,471 ▼-100.0%00.0%COMDOCUDocuSign$0$38,764,140 ▼-100.0%00.0%Computer and TechnologyCHTRCharter Communications$0$37,087,714 ▼-100.0%00.0%Consumer DiscretionaryNVDANVIDIA$0$35,154,033 ▼-100.0%00.0%Computer and TechnologyBKNGBooking$0$23,147,869 ▼-100.0%00.0%Retail/WholesaleSERVICETITAN INC$0$2,896,408 ▼-100.0%00.0%SHS CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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