13F HOLDINGS REPORT
Palestra Capital Management LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-001341
Total Value
$1.82B
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 743,374 | $178.3M | 9.79% |
| 2 | ALPHABET INC | GOOG | 1,955,018 | $172.5M | 9.47% |
| 3 | VISA INC | V | 730,271 | $151.7M | 8.33% |
| 4 | META PLATFORMS INC | META | 1,100,017 | $132.4M | 7.27% |
| 5 | WORKDAY INC | WDAY | 771,468 | $129.1M | 7.09% |
| 6 | UNION PAC CORP | UNP | 607,312 | $125.8M | 6.90% |
| 7 | PTC INC | PTC | 990,220 | $118.9M | 6.53% |
| 8 | FERRARI N V | RACE | 506,828 | $108.6M | 5.96% |
| 9 | EXPEDIA GROUP INC | EXPE | 1,204,941 | $105.6M | 5.80% |
| 10 | VULCAN MATLS CO | 929160109 | 598,760 | $104.8M | 5.76% |
| 11 | FIDELITY NATL INFORMATION SV | 31620M106 | 1,470,083 | $99.7M | 5.48% |
| 12 | AVANTOR INC | AVTR | 4,263,756 | $89.9M | 4.94% |
| 13 | HILTON WORLDWIDE HLDGS INC | HLT | 671,963 | $84.9M | 4.66% |
| 14 | LAS VEGAS SANDS CORP | LVS | 1,747,057 | $84.0M | 4.61% |
| 15 | JOHNSON CTLS INTL PLC | G51502105 | 1,301,087 | $83.3M | 4.57% |
| 16 | APOLLO GLOBAL MGMT INC | 03769M106 | 812,006 | $51.8M | 2.84% |
| 17 | CONX CORP | 212873111 | 1,000,000 | $150,000 | 0.01% |