Palestra Capital Management LLC
Q4 2024 13F Holdings
- Locationnew york, NY
- Num holdings
36
- Value ($000)
$3,649,356
- Date Filed02/14/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
META META PLATFORMS INC | CL A | 30303M102 | $256.49M | 7 % | 438,062 | ||
CRM SALESFORCE INC | COM | 79466L302 | $188.88M | 5 % | 564,950 | ||
HSIC HENRY SCHEIN INC | COM | 806407102 | $182.99M | 5 % | 2,644,336 | ||
SHARKNINJA INC | COM SHS | G8068L108 | $173.38M | 5 % | 1,780,785 | ||
FLTR.L FLUTTER ENTMT PLC | SHS | G3643J108 | $173.34M | 5 % | 670,695 | ||
INTU INTUIT | COM | 461202103 | $170.60M | 5 % | 271,440 | ||
PTC PTC INC | COM | 69370C100 | $168.23M | 5 % | 914,948 | ||
PFGC PERFORMANCE FOOD GROUP CO | COM | 71377A103 | $167.69M | 5 % | 1,983,377 | ||
CVNA CARVANA CO | CL A | 146869102 | $164.11M | 5 % | 807,016 | ||
COF CAPITAL ONE FINL CORP | COM | 14040H105 | $160.73M | 4 % | 901,359 |
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