13F HOLDINGS REPORT
Palestra Capital Management LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-005028
Total Value
$3.10B
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HENRY SCHEIN INC | HSIC | 4,330,800 | $287.4M | 9.26% |
| 2 | MICROSOFT CORP | MSFT | 368,969 | $191.1M | 6.16% |
| 3 | AMAZON COM INC | AMZN | 728,799 | $160.0M | 5.15% |
| 4 | CAPITAL ONE FINL CORP | 14040H105 | 689,485 | $146.6M | 4.72% |
| 5 | SHARKNINJA INC | SN | 1,388,046 | $143.2M | 4.61% |
| 6 | META PLATFORMS INC | META | 189,052 | $138.8M | 4.47% |
| 7 | CARVANA CO | CVNA | 365,942 | $138.0M | 4.45% |
| 8 | NU HLDGS LTD | NU | 8,400,684 | $134.5M | 4.33% |
| 9 | SALESFORCE INC | CRM | 548,226 | $129.9M | 4.19% |
| 10 | UNION PAC CORP | UNP | 541,507 | $128.0M | 4.12% |
| 11 | PERFORMANCE FOOD GROUP CO | PFGC | 1,159,583 | $120.6M | 3.89% |
| 12 | COUPANG INC | CPNG | 3,612,344 | $116.3M | 3.75% |
| 13 | PRIMO BRANDS CORPORATION | PRMB | 5,061,089 | $111.9M | 3.60% |
| 14 | SEA LTD | SE | 621,330 | $111.1M | 3.58% |
| 15 | NVIDIA CORPORATION | NVDA | 576,539 | $107.6M | 3.47% |
| 16 | FLUTTER ENTMT PLC | G3643J108 | 419,101 | $106.5M | 3.43% |
| 17 | CRH PLC | CRH | 887,399 | $106.4M | 3.43% |
| 18 | VISA INC | V | 308,278 | $105.2M | 3.39% |
| 19 | APPLOVIN CORP | APP | 138,221 | $99.3M | 3.20% |
| 20 | PTC INC | PTC | 473,259 | $96.1M | 3.09% |
| 21 | ACUITY INC | AYI | 265,801 | $91.5M | 2.95% |
| 22 | TALEN ENERGY CORP | TLN | 191,560 | $81.5M | 2.62% |
| 23 | HILTON WORLDWIDE HLDGS INC | HLT | 309,390 | $80.3M | 2.59% |
| 24 | LUMEN TECHNOLOGIES INC | LUMN | 11,167,585 | $68.3M | 2.20% |
| 25 | HENRY SCHEIN INC | HSIC | 850,000 | $56.4M | 1.82% |
| 26 | PARAMOUNT SKYDANCE CORP | PSKY | 1,298,000 | $24.6M | 0.79% |
| 27 | DOLLAR TREE INC | DLTR | 223,700 | $21.1M | 0.68% |
| 28 | FAIR ISAAC CORP | FICO | 1,463 | $2.2M | 0.07% |