Palestra Capital Management LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$2.1T
Holdings
18
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 843,236 | $196.4B | 9.24% | |
| 2 | GOOGLALPHABET INC | 2,002,891 | $191.6B | 9.01% | |
| 3 | UNPUNION PAC CORP | 936,202 | $182.4B | 8.58% | |
| 4 | WDAYWORKDAY INC | 1,027,797 | $156.5B | 7.36% | |
| 5 | VVISA INC | 841,905 | $149.6B | 7.04% | |
| 6 | VMCVULCAN MATLS CO | 907,462 | $143.1B | 6.73% | |
| 7 | RACEFERRARI N V | 709,534 | $131.3B | 6.18% | |
| 8 | DISHDISH NETWORK CORPORATION | 8,687,914 | $120.2B | 5.65% | |
| 9 | AMZNAMAZON COM INC | 1,051,489 | $118.8B | 5.59% | |
| 10 | NFLXNETFLIX INC | 493,562 | $116.2B | 5.47% | |
| 11 | PTCPTC INC | 1,082,573 | $113.2B | 5.33% | |
| 12 | EXPEEXPEDIA GROUP INC | 1,123,407 | $105.3B | 4.95% | |
| 13 | HLTHILTON WORLDWIDE HLDGS INC | 820,039 | $98.9B | 4.65% | |
| 14 | AVTRAVANTOR INC | 4,086,467 | $80.1B | 3.77% | |
| 15 | BBWIBATH & BODY WORKS INC | 2,410,411 | $78.6B | 3.70% | |
| 16 | APOAPOLLO GLOBAL MGMT INC | 1,593,821 | $74.1B | 3.49% | |
| 17 | TTTRANE TECHNOLOGIES PLC | 479,798 | $69.5B | 3.27% | |
| 18 | CNXXWCONX CORP | 1,000,000 | $80.0M | 0.00% |