Palestra Capital Management LLC
CIK 1568788
13F filing for Q2 2026・No. 1,301
- Holdings
- US$2.95B
- Quarter change
- +US$384.26M
- Entries
- 21
- Net bought (estimate)
- +US$101.75M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 6
- Cut 5
- Added 9
- Corporate actions 0
- Unchanged 2
Largest holdings
21 stocks worth US$2.95B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS | Added | 386,123 | US$372.61M | 12.63% |
| LINLINDE PLCSHS | Added | 436,859 | US$226.7M | 7.69% |
| ADIANALOG DEVICES INCCOM | Added | 566,948 | US$225.17M | 7.63% |
| AMZNAmazonCOM | Added | 942,732 | US$224.69M | 7.62% |
| UNPUNION PAC CORPCOM | Added | 762,465 | US$207.39M | 7.03% |
| HSICSCHEIN HENRY INCCOM | Cut | 2,446,691 | US$204.35M | 6.93% |
| NUNU HLDGS LTDORD SHS CL A | Added | 14,036,736 | US$187.53M | 6.36% |
| SPOTSPOTIFY TECHNOLOGY S ASHS | Added | 403,160 | US$185.1M | 6.28% |
| LRCXLAM RESEARCH CORPCOM NEW | New | 388,886 | US$168.52M | 5.71% |
| AMDAMDCOM | New | 237,958 | US$138.23M | 4.69% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.