Palestra Capital Management LLC Q1 2018 Filing
Filed May 15, 2018
Portfolio Value
$1.8T
Holdings
19
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —DOWDUPONT INC | 2,137,700 | $136.2B | 7.55% | |
| 2 | MSFTMICROSOFT CORP | 1,426,300 | $130.2B | 7.21% | |
| 3 | CMCSACOMCAST CORP NEW | 3,803,698 | $130.0B | 7.20% | |
| 4 | FDCFIRST DATA CORP NEW | 7,703,528 | $123.3B | 6.83% | |
| 5 | MHKMOHAWK INDS INC | 518,686 | $120.4B | 6.67% | |
| 6 | SSNCSS&C TECHNOLOGIES HLDGS INC | 1,945,000 | $104.3B | 5.78% | |
| 7 | —IHS MARKIT LTD | 2,095,000 | $101.1B | 5.60% | |
| 8 | GOOGLALPHABET INC | 91,000 | $94.4B | 5.23% | |
| 9 | TMUST MOBILE US INC | 1,442,184 | $88.0B | 4.88% | |
| 10 | METAFACEBOOK INC | 546,000 | $87.2B | 4.83% | |
| 11 | FLT1EURFLEETCOR TECHNOLOGIES INC | 420,200 | $85.1B | 4.71% | |
| 12 | MGMMGM RESORTS INTERNATIONAL | 2,355,000 | $82.5B | 4.57% | |
| 13 | DLTRDOLLAR TREE INC | 840,872 | $79.8B | 4.42% | |
| 14 | ADSKAUTODESK INC | 613,000 | $77.0B | 4.27% | |
| 15 | PTCPTC INC | 966,729 | $75.4B | 4.18% | |
| 16 | BABAALIBABA GROUP HLDG LTD | 410,000 | $75.3B | 4.17% | |
| 17 | EAELECTRONIC ARTS INC | 610,000 | $74.0B | 4.10% | |
| 18 | —DELPHI TECHNOLOGIES PLC | 1,515,000 | $72.2B | 4.00% | |
| 19 | QSRRESTAURANT BRANDS INTL INC | 1,202,909 | $68.5B | 3.79% |