Palestra Capital Management LLC
Q3 2025 13F Holdings
- Locationnew york, NY
- Num holdings
28
- Value ($000)
$3,104,449
- Date Filed11/14/2025
- Form type13F-HR
- CIK0001568788
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
HSIC HENRY SCHEIN INC | COM | 806407102 | $287.44 M | 9 % | 4,330,800 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $191.11 M | 6 % | 368,969 | ||
AMZN AMAZON COM INC | COM | 023135106 | $160.02 M | 5 % | 728,799 | ||
COF CAPITAL ONE FINL CORP | COM | 14040H105 | $146.57 M | 5 % | 689,485 | ||
SHARKNINJA INC | COM SHS | G8068L108 | $143.18 M | 5 % | 1,388,046 | ||
META META PLATFORMS INC | CL A | 30303M102 | $138.84 M | 5 % | 189,052 | ||
CVNA CARVANA CO | CL A | 146869102 | $138.05 M | 4 % | 365,942 | ||
NU NU HLDGS LTD | ORD SHS CL A | G6683N103 | $134.49 M | 4 % | 8,400,684 | ||
CRM SALESFORCE INC | COM | 79466L302 | $129.93 M | 4 % | 548,226 | ||
UNP UNION PAC CORP | COM | 907818108 | $128.00 M | 4 % | 541,507 |
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