Palestra Capital Management LLC Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$2.1T
Holdings
19
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 894,444 | $229.7B | 10.86% | |
| 2 | DISHDISH NETWORK CORPORATION | 11,946,074 | $214.2B | 10.13% | |
| 3 | AVTRAVANTOR INC | 6,649,177 | $206.8B | 9.78% | |
| 4 | NSCNORFOLK SOUTHN CORP | 828,620 | $188.3B | 8.90% | |
| 5 | GOOGLALPHABET INC | 85,694 | $186.8B | 8.83% | |
| 6 | WDAYWORKDAY INC | 1,242,288 | $173.4B | 8.20% | |
| 7 | TRUTRANSUNION | 1,978,103 | $158.2B | 7.48% | |
| 8 | FISFIDELITY NATL INFORMATION SV | 1,653,551 | $151.6B | 7.17% | |
| 9 | EXPEEXPEDIA GROUP INC | 1,354,915 | $128.5B | 6.07% | |
| 10 | RACEFERRARI N V | 643,561 | $118.1B | 5.58% | |
| 11 | APOAPOLLO GLOBAL MGMT INC | 2,268,353 | $110.0B | 5.20% | |
| 12 | VMCVULCAN MATLS CO | 618,000 | $87.8B | 4.15% | |
| 13 | VVISA INC | 400,000 | $78.8B | 3.72% | |
| 14 | BBWIBATH & BODY WORKS INC | 2,860,891 | $77.0B | 3.64% | |
| 15 | AMZNAMAZON COM INC | 31,556 | $3.4B | 0.16% | |
| 16 | —GORES HOLDINGS VII INC | 250,895 | $2.5B | 0.12% | |
| 17 | CNXXWCONX CORP | 1,000,000 | $156.0M | 0.01% | |
| 18 | —GOLDEN ARROW MERGER CORP | 332,666 | $23.0M | 0.00% | |
| 19 | —GORES HOLDINGS VII INC | 31,190 | $14.0M | 0.00% |