Palestra Capital Management LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$2.5T
Holdings
25
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HSICHENRY SCHEIN INC | 4,849,490 | $332.1B | 13.08% | Call |
| 2 | METAMETA PLATFORMS INC | 433,324 | $249.8B | 9.84% | |
| 3 | PTCPTC INC | 1,113,417 | $172.5B | 6.79% | |
| 4 | FLUTFLUTTER ENTMT PLC | 724,691 | $160.6B | 6.32% | |
| 5 | COFCAPITAL ONE FINL CORP | 850,672 | $152.5B | 6.01% | |
| 6 | CVNACARVANA CO | 691,959 | $144.7B | 5.70% | |
| 7 | PFGCPERFORMANCE FOOD GROUP CO | 1,792,500 | $140.9B | 5.55% | |
| 8 | INTUINTUIT | 228,971 | $140.6B | 5.54% | |
| 9 | CRMSALESFORCE INC | 499,781 | $134.1B | 5.28% | |
| 10 | LPLALPL FINL HLDGS INC | 399,210 | $130.6B | 5.14% | |
| 11 | RHCRH PLC | 1,389,394 | $122.2B | 4.81% | |
| 12 | SNSHARKNINJA INC | 1,403,388 | $117.1B | 4.61% | |
| 13 | VVISA INC | 320,034 | $112.2B | 4.42% | |
| 14 | HLTHILTON WORLDWIDE HLDGS INC | 404,413 | $92.0B | 3.62% | |
| 15 | LPXLOUISIANA PAC CORP | 911,621 | $83.9B | 3.30% | |
| 16 | APOAPOLLO GLOBAL MGMT INC | 470,278 | $64.4B | 2.54% | |
| 17 | MSFTMICROSOFT CORP | 146,047 | $54.8B | 2.16% | |
| 18 | AKXANSYS INC | 109,571 | $34.7B | 1.37% | |
| 19 | SNPSSYNOPSYS INC | 78,408 | $33.6B | 1.32% | |
| 20 | DLTRDOLLAR TREE INC | 223,700 | $16.8B | 0.66% | |
| 21 | 0VVBPARAMOUNT GLOBAL | 1,298,000 | $15.5B | 0.61% | |
| 22 | LUMNLUMEN TECHNOLOGIES INC | 3,750,000 | $14.7B | 0.58% | |
| 23 | SATSECHOSTAR CORP | 360,000 | $9.2B | 0.36% | |
| 24 | PGRPROGRESSIVE CORP | 18,775 | $5.3B | 0.21% | |
| 25 | LYVLIVE NATION ENTERTAINMENT IN | 32,654 | $4.3B | 0.17% |