13F HOLDINGS REPORT
Palestra Capital Management LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001248
Total Value
$3.65B
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 438,062 | $256.5M | 7.03% |
| 2 | SALESFORCE INC | CRM | 564,950 | $188.9M | 5.18% |
| 3 | HENRY SCHEIN INC | HSIC | 2,644,336 | $183.0M | 5.01% |
| 4 | SHARKNINJA INC | SN | 1,780,785 | $173.4M | 4.75% |
| 5 | FLUTTER ENTMT PLC | G3643J108 | 670,695 | $173.3M | 4.75% |
| 6 | INTUIT | INTU | 271,440 | $170.6M | 4.67% |
| 7 | PTC INC | PTC | 914,948 | $168.2M | 4.61% |
| 8 | PERFORMANCE FOOD GROUP CO | PFGC | 1,983,377 | $167.7M | 4.60% |
| 9 | CARVANA CO | CVNA | 807,016 | $164.1M | 4.50% |
| 10 | CAPITAL ONE FINL CORP | 14040H105 | 901,359 | $160.7M | 4.40% |
| 11 | PROGRESSIVE CORP | 743315103 | 598,554 | $143.4M | 3.93% |
| 12 | ALPHABET INC | GOOG | 752,488 | $142.4M | 3.90% |
| 13 | CRH PLC | CRH | 1,460,956 | $135.2M | 3.70% |
| 14 | MICROSOFT CORP | MSFT | 298,553 | $125.8M | 3.45% |
| 15 | APOLLO GLOBAL MGMT INC | 03769M106 | 712,457 | $117.7M | 3.22% |
| 16 | UNITED AIRLS HLDGS INC | UNTCW | 1,154,997 | $112.2M | 3.07% |
| 17 | VISA INC | V | 343,053 | $108.4M | 2.97% |
| 18 | LPL FINL HLDGS INC | 50212V100 | 328,286 | $107.2M | 2.94% |
| 19 | HILTON WORLDWIDE HLDGS INC | HLT | 404,413 | $100.0M | 2.74% |
| 20 | LIVE NATION ENTERTAINMENT IN | LYV | 707,731 | $91.7M | 2.51% |
| 21 | AMAZON COM INC | AMZN | 408,896 | $89.7M | 2.46% |
| 22 | GE AEROSPACE | 369604301 | 503,737 | $84.0M | 2.30% |
| 23 | LUMEN TECHNOLOGIES INC | LUMN | 11,167,585 | $59.3M | 1.62% |
| 24 | REDDIT INC | RDDT | 362,644 | $59.3M | 1.62% |
| 25 | VULCAN MATLS CO | 929160109 | 212,800 | $54.7M | 1.50% |
| 26 | DELTA AIR LINES INC DEL | DAL | 862,974 | $52.2M | 1.43% |
| 27 | GE VERNOVA INC | GEV | 125,934 | $41.4M | 1.14% |
| 28 | DOCUSIGN INC | DOCU | 431,000 | $38.8M | 1.06% |
| 29 | CHARTER COMMUNICATIONS INC N | 16119P108 | 108,200 | $37.1M | 1.02% |
| 30 | NVIDIA CORPORATION | NVDA | 261,777 | $35.2M | 0.96% |
| 31 | LOUISIANA PAC CORP | LPX | 333,373 | $34.5M | 0.95% |
| 32 | BOOKING HOLDINGS INC | BKNG | 4,659 | $23.1M | 0.63% |
| 33 | DOLLAR TREE INC | DLTR | 223,700 | $16.8M | 0.46% |
| 34 | ECHOSTAR CORP | SATS | 717,139 | $16.4M | 0.45% |
| 35 | PARAMOUNT GLOBAL | 92556H206 | 1,298,000 | $13.6M | 0.37% |
| 36 | SERVICETITAN INC | TTAN | 28,156 | $2.9M | 0.08% |