Palestra Capital Management LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    new york, NY
  • CIK
    0001568788
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

36

$3.65B
META, CRM, HSIC, SHARKNINJA INC
13F-HR
Feb 14, 2025
000117266125001248

36

$3.03B
META, FLTR.L, CRM, INTU
13F-HR
Nov 14, 2024
000117266124005194

33

$2.53B
CRH PLC, INTU, LYV, PTC
13F-HR
Aug 14, 2024
000117266124003510

36

$2.68B
CRM, META, GOOGL, DFS
13F-HR
May 15, 2024
000117266124002321

24

$2.01B
CRH PLC, PTC, PGR, CRM
13F-HR
Feb 14, 2024
000117266124001418

23

$1.89B
CRM, MSFT, PFGC, META
13F-HR
Nov 14, 2023
000117266123003990

27

$2.02B
MSFT, META, PFGC, CRM
13F-HR
Aug 14, 2023
000117266123003143

23

$1.86B
META, CRM, GOOGL, MSFT
13F-HR
May 15, 2023
000117266123002276

17

$1.82B
MSFT, GOOGL, V, META
13F-HR
Feb 14, 2023
000117266123001341

18

$2.13B
MSFT, GOOGL, UNP, WDAY
13F-HR
Nov 14, 2022
000117266122002386

19

$2.12B
MSFT, DISH, AVTR, NORFOLK SOUTHERN CORP
13F-HR
Aug 15, 2022
000117266122001858

23

$3.21B
DISH, AVTR, MSFT, VMC
13F-HR
May 16, 2022
000117266122001353

28

$3.45B
DISH, AVTR, GOOGL, MSFT
13F-HR
Feb 14, 2022
000117266122000436

33

$4.71B
DISH, BFH, AVTR, FIS
13F-HR
Nov 15, 2021
000117266121002188

35

$4.64B
DISH, BFH, AVTR, FIS
13F-HR
Aug 16, 2021
000117266121001709

31

$4.76B
MSFT, GOOGL, FIS, DISH
13F-HR
May 17, 2021
000117266121001262

30

$5.08B
GOOGL, ATUS, DISH, FIS
13F-HR
Feb 16, 2021
000117266121000812

29

$4.30B
ATUS, MSFT, DISH, FIS
13F-HR
Nov 16, 2020
000117266120002201

26

$3.99B
ATUS, FIS, CHTR, STZ
13F-HR
Aug 14, 2020
000117266120001803

26

$3.09B
FIS, CHTR, LHX, AMZN
13F-HR
May 15, 2020
000117266120001326

23

$3.36B
FIS, BA, FLT, RTN
13F-HR
Feb 14, 2020
000117266120000758

22

$3.03B
FIS, ATUS, RTN, NORFOLK SOUTHERN CORP
13F-HR
Nov 14, 2019
000117266119002285

25

$3.44B
ATUS, CMCSA, FLT, BA
13F-HR
Aug 14, 2019
000117266119001798

24

$3.06B
WP, FLT, GOOGL, BKI
RESTATEMENT
Aug 8, 2019
000117266119001634

19

$2.08B
TMUS, GOOGL, FDC, MSFT
13F-HR
Feb 14, 2019
000117266119000685

19

$2.16B
TMUS, MSFT, CMCSA, GOOGL
13F-HR
Nov 14, 2018
000117266118002106

24

$2.29B
CMCSA, FDC, DOWDUPONT INC, QSR
13F-HR
Aug 14, 2018
000117266118001609

19

$1.80B
DOWDUPONT INC, MSFT, CMCSA, FDC
13F-HR
May 15, 2018
000117266118001195

21

$1.78B
CMCSA, DOWDUPONT INC, TMUS, GOOGL
13F-HR
Feb 14, 2018
000117266118000656

23

$1.61B
CMCSA, DOWDUPONT INC, QSR, FLT
13F-HR
Nov 14, 2017
000117266117002047

23

$1.30B
FLT, MHK, FMC, PTC
13F-HR
Aug 14, 2017
000117266117001646

22

$1.32B
1922150D, PTC, MHK, V
13F-HR
May 15, 2017
000117266117001150

22

$1.78B
SPY, PTC, TTWO, GOOGL
13F-HR
Feb 14, 2017
000117266117000638

22

$1.05B
FIS, PTC, SHW, SSNC
13F-HR
Nov 14, 2016
000117266116004254

25

$1.25B
NWL, FIS, CHTR, MHK
13F-HR
Aug 15, 2016
000117266116003809

25

$1.06B
FIS, NWL, 9876540D, MHK
13F-HR
May 16, 2016
000117266116003360

21

$863.63M
MCD, KAR, GOOG, MHK
13F-HR
Feb 16, 2016
000117266116002781

24

$1.04B
GOOGL, MHK, SSNC, MCGRAW HILL FINL INC
13F-HR
Nov 16, 2015
000117266115002010

23

$1.02B
SSNC, BIDU, MHK, KAR
13F-HR
Aug 14, 2015
000117266115001565

28

$1.14B
1856613D, LAD, MHK, KAR
13F-HR
May 15, 2015
000117266115001135

29

$1.15B
9876540D, LPLA, MHK, LIBERTY GLOBAL PLC
13F-HR
Feb 17, 2015
000117266115000549

32

$1.17B
MCGRAW HILL FINL INC, SEMG, AWN, MHK
13F-HR
Nov 14, 2014
000117266114001801

31

$1.21B
MCGRAW HILL FINL INC, APC, SEMG, 1856613D
13F-HR
Aug 14, 2014
000117266114001430

28

$778.83M
KAR, MCGRAW HILL FINL INC, SEMG, ALLEGION PLC
13F-HR
May 15, 2014
000117266114001061

27

$486.51M
KAR, SEMG, HUN, MCGRAW HILL FINL INC
13F-HR
Feb 14, 2014
000117266114000573
Palestra Capital Management Llc 13F Filings