Palestra Capital Management LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$2024.7T
Holdings
27
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 362,005 | $123.3T | 6.09% | |
| 2 | METAMETA PLATFORMS INC | 390,985 | $112.2T | 5.54% | |
| 3 | PFGCPERFORMANCE FOOD GROUP CO | 1,805,557 | $108.8T | 5.37% | |
| 4 | CRMSALESFORCE INC | 504,268 | $106.5T | 5.26% | |
| 5 | PTCPTC INC | 738,139 | $105.0T | 5.19% | |
| 6 | GOOGLALPHABET INC | 862,431 | $103.2T | 5.10% | |
| 7 | VVISA INC | 413,771 | $98.3T | 4.85% | |
| 8 | HLTHILTON WORLDWIDE HLDGS INC | 672,844 | $97.9T | 4.84% | |
| 9 | INTUINTUIT | 205,278 | $94.1T | 4.65% | |
| 10 | SAIASAIA INC | 255,663 | $87.5T | 4.32% | |
| 11 | GEGENERAL ELECTRIC CO | 781,307 | $85.8T | 4.24% | |
| 12 | EXPEEXPEDIA GROUP INC | 757,102 | $82.8T | 4.09% | |
| 13 | CSXCSX CORP | 2,408,108 | $82.1T | 4.06% | |
| 14 | PGRPROGRESSIVE CORP | 612,483 | $81.1T | 4.00% | |
| 15 | VMCVULCAN MATLS CO | 331,805 | $74.8T | 3.69% | |
| 16 | TRUTRANSUNION | 883,404 | $69.2T | 3.42% | |
| 17 | EFXEQUIFAX INC | 279,740 | $65.8T | 3.25% | |
| 18 | WWEUSDWORLD WRESTLING ENTMT INC | 601,457 | $65.2T | 3.22% | |
| 19 | WDAYWORKDAY INC | 283,791 | $64.1T | 3.17% | |
| 20 | HLNHALEON PLC | 7,418,956 | $62.2T | 3.07% | |
| 21 | LENLENNAR CORP | 465,000 | $58.3T | 2.88% | |
| 22 | ALSALLSTATE CORP | 496,076 | $54.1T | 2.67% | |
| 23 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 499,509 | $50.4T | 2.49% | |
| 24 | NVDANVIDIA CORPORATION | 115,980 | $49.1T | 2.42% | |
| 25 | NFLXNETFLIX INC | 70,000 | $30.8T | 1.52% | |
| 26 | ATDATI INC | 233,312 | $10.3T | 0.51% | |
| 27 | LUMNLUMEN TECHNOLOGIES INC | 735,000 | $1.7T | 0.08% |