Palestra Capital Management LLC Top Holdings and 13F Report (2026) About Palestra Capital Management LLCInvestment ActivityPalestra Capital Management LLC has $2.95 billion in total holdings as of June 30, 2026.Palestra Capital Management LLC owns shares of 21 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 35.36% of the portfolio was purchased this quarter.About 31.86% of the portfolio was sold this quarter.This quarter, Palestra Capital Management LLC has purchased 22 new stocks and bought additional shares in 10 stocks.Palestra Capital Management LLC sold shares of 4 stocks and completely divested from 6 stocks this quarter.Largest Holdings Seagate Technology $372,608,695LINDE PLC $226,703,609Analog Devices $225,174,737Amazon.com $224,690,745Union Pacific $207,390,480 Largest New Holdings this Quarter 512807306 - LAM RESEARCH CORP $168,515,970 Holding007903107 - Advanced Micro Devices $138,232,182 HoldingG4253H101 - JAMES HARDIE INDS PLC $108,136,411 Holding87305R109 - TTM Technologies $105,214,086 Holding874039100 - Taiwan Semiconductor Manufacturing $19,726,984 Holding Largest Purchases this Quarter Amazon.com 775,993 shares (about $184.95M)LAM RESEARCH CORP 388,886 shares (about $168.52M)Advanced Micro Devices 237,958 shares (about $138.23M)JAMES HARDIE INDS PLC 4,130,497 shares (about $108.14M)TTM Technologies 562,582 shares (about $105.21M) Largest Sales this Quarter Alphabet 416,394 shares (about $148.81M)Visa 426,953 shares (about $146.48M)PRIMO BRANDS CORPORATION 5,468,133 shares (about $133.64M)Henry Schein 965,976 shares (about $80.68M) 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 PortfolioSectorSTXSeagate Technology$372,608,695$88,898,695 â–²31.3%386,12312.6%TechnologyLINDE PLC$226,703,609$43,547,888 â–²23.8%436,8597.7%SHSADIAnalog Devices$225,174,737$30,901,017 â–²15.9%566,9487.6%TechnologyAMZNAmazon.com$224,690,745$184,950,172 â–²465.4%942,7327.6%Consumer DiscretionaryUNPUnion Pacific$207,390,480$10,489,136 â–²5.3%762,4657.0%IndustrialsHSICHenry Schein$204,347,632$80,678,315 â–¼-28.3%2,446,6916.9%HealthcareNUNU$187,530,793$38,935,489 â–²26.2%14,036,7366.4%FinanceSPOTSpotify Technology$185,102,851$25,351,781 â–²15.9%403,1606.3%Communication ServicesLAM RESEARCH CORP$168,515,970$168,515,970 â–²New Holding388,8865.7%COM NEWAMDAdvanced Micro Devices$138,232,182$138,232,182 â–²New Holding237,9584.7%TechnologyCPNGCoupang$117,615,414$12,144,131 â–²11.5%6,771,1814.0%Consumer DiscretionaryPRIMO BRANDS CORPORATION$112,525,304$133,641,171 â–¼-54.3%4,604,1453.8%CLASS A COM SHSVVisa$111,357,407$146,483,304 â–¼-56.8%324,5723.8%FinanceJAMES HARDIE INDS PLC$108,136,411$108,136,411 â–²New Holding4,130,4973.7%ORD SHSTTMITTM Technologies$105,214,086$105,214,086 â–²New Holding562,5823.6%TechnologyNVDANVIDIA$78,099,129$41,545,087 â–²113.7%390,3202.6%TechnologyGOOGLAlphabet$62,261,359$148,806,724 â–¼-70.5%174,2212.1%Communication ServicesCVNACarvana$52,368,696$26,171,875 â–²99.9%795,6351.8%Consumer DiscretionaryMSFTMicrosoft$28,969,4790.0%77,6621.0%TechnologyTSMTaiwan Semiconductor Manufacturing$19,726,984$19,726,984 â–²New Holding41,3070.7%TechnologyPARAMOUNT SKYDANCE CORP$12,798,2800.0%1,298,0000.4%COM CL BDHRDanaher$0$128,501,400 â–¼-100.0%00.0%HealthcarePTCPTC$0$126,900,882 â–¼-100.0%00.0%TechnologyAMATApplied Materials$0$97,945,393 â–¼-100.0%00.0%TechnologyAPPLOVIN CORP$0$50,060,042 â–¼-100.0%00.0%COM CL ACRMSalesforce$0$21,752,095 â–¼-100.0%00.0%TechnologyROKURoku$0$5,032,743 â–¼-100.0%00.0%Communication ServicesShowing largest 100 holdings. 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