Palestra Capital Management LLC Top Holdings and 13F Report (2025) About Palestra Capital Management LLCInvestment ActivityPalestra Capital Management LLC has $3.65 billion in total holdings as of December 31, 2024.Palestra Capital Management LLC owns shares of 36 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 25.77% of the portfolio was purchased this quarter.About 14.84% of the portfolio was sold this quarter.This quarter, Palestra Capital Management LLC has purchased 36 new stocks and bought additional shares in 11 stocks.Palestra Capital Management LLC sold shares of 9 stocks and completely divested from 7 stocks this quarter.Largest Holdings Meta Platforms $256,489,682Salesforce $188,879,734Henry Schein $182,988,051SharkNinja $173,377,228FLUTTER ENTMT PLC $173,341,123 Largest New Holdings this Quarter Henry Schein $182,988,051 HoldingApollo Global Management $117,669,398 HoldingLPL Financial $107,188,662 HoldingREDDIT INC $59,270,535 HoldingDocuSign $38,764,140 Holding Largest Purchases this Quarter Henry Schein 2,644,336 shares (about $182.99M)Progressive 581,441 shares (about $139.32M)Apollo Global Management 712,457 shares (about $117.67M)LPL Financial 328,286 shares (about $107.19M)SharkNinja 809,960 shares (about $78.86M) Largest Sales this Quarter FLUTTER ENTMT PLC 198,914 shares (about $51.41M)Salesforce 135,098 shares (about $45.17M)Amazon.com 166,419 shares (about $36.51M)Visa 114,196 shares (about $36.09M)Live Nation Entertainment 89,473 shares (about $11.59M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPalestra Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$256,489,682$31,653,256 ▲14.1%438,0627.0%Computer and TechnologyCRMSalesforce$188,879,734$45,167,314 ▼-19.3%564,9505.2%Computer and TechnologyHSICHenry Schein$182,988,051$182,988,051 ▲New Holding2,644,3365.0%MedicalSNSharkNinja$173,377,228$78,857,706 ▲83.4%1,780,7854.8%Retail/WholesaleFLUTTER ENTMT PLC$173,341,123$51,409,323 ▼-22.9%670,6954.7%SHSINTUIntuit$170,600,040$634,785 ▲0.4%271,4404.7%Computer and TechnologyPTCPTC$168,231,489$24,397,710 ▲17.0%914,9484.6%Computer and TechnologyPFGCPerformance Food Group$167,694,525$10,343,678 ▲6.6%1,983,3774.6%Retail/WholesaleCVNACarvana$164,114,774$22,004,162 ▲15.5%807,0164.5%Retail/WholesaleCOFCapital One Financial$160,730,337$17,588,950 ▲12.3%901,3594.4%FinancePGRProgressive$143,419,524$139,319,078 ▲3,397.7%598,5543.9%FinanceGOOGLAlphabet$142,445,978$21,514,702 ▲17.8%752,4883.9%Computer and TechnologyCRH PLC$135,167,649$18,140,026 ▲15.5%1,460,9563.7%ORDMSFTMicrosoft$125,840,090$4,871,697 ▼-3.7%298,5533.4%Computer and TechnologyAPOApollo Global Management$117,669,398$117,669,398 ▲New Holding712,4573.2%FinanceUALUnited Airlines$112,150,209$32,852,717 ▲41.4%1,154,9973.1%TransportationVVisa$108,418,470$36,090,504 ▼-25.0%343,0533.0%Business ServicesLPLALPL Financial$107,188,662$107,188,662 ▲New Holding328,2862.9%FinanceHLTHilton Worldwide$99,954,7170.0%404,4132.7%Consumer DiscretionaryLYVLive Nation Entertainment$91,651,165$11,586,754 ▼-11.2%707,7312.5%Consumer DiscretionaryAMZNAmazon.com$89,707,693$36,510,664 ▼-28.9%408,8962.5%Retail/WholesaleGEGeneral Electric$84,018,2940.0%503,7372.3%TransportationLUMNLumen Technologies$59,299,8760.0%11,167,5851.6%Business ServicesREDDIT INC$59,270,535$59,270,535 ▲New Holding362,6441.6%CL AVMCVulcan Materials$54,738,5440.0%212,8001.5%ConstructionDALDelta Air Lines$52,209,927$4,127,068 ▼-7.3%862,9741.4%TransportationGE VERNOVA INC$41,423,4710.0%125,9341.1%COMDOCUDocuSign$38,764,140$38,764,140 ▲New Holding431,0001.1%Computer and TechnologyCHTRCharter Communications$37,087,7140.0%108,2001.0%Consumer DiscretionaryNVDANVIDIA$35,154,033$10,370,545 ▼-22.8%261,7771.0%Computer and TechnologyLPXLouisiana-Pacific$34,520,774$34,520,774 ▲New Holding333,3730.9%ConstructionBKNGBooking$23,147,869$5,306,273 ▼-18.6%4,6590.6%Retail/WholesaleDLTRDollar Tree$16,764,0780.0%223,7000.5%Retail/WholesaleSATSEchoStar$16,422,4830.0%717,1390.5%Computer and TechnologyPARAParamount Global$13,577,0800.0%1,298,0000.4%Consumer DiscretionarySERVICETITAN INC$2,896,408$2,896,408 ▲New Holding28,1560.1%SHS CL AALLAllstate$0$93,319,558 ▼-100.0%00.0%FinanceMMM3M$0$73,752,794 ▼-100.0%00.0%Multi-Sector ConglomeratesVSTVistra$0$63,744,292 ▼-100.0%00.0%UtilitiesAERAerCap$0$63,350,346 ▼-100.0%00.0%TransportationKWEBKraneShares CSI China Internet ETF$0$33,881,334 ▼-100.0%00.0%ManufacturingWDAYWorkday$0$5,979,246 ▼-100.0%00.0%Computer and TechnologyTRUTransUnion$0$1,942,813 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
