Palestra Capital Management LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$1.9T
Holdings
23
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CRMSALESFORCE INC | 734,446 | $148.9B | 7.86% | |
| 2 | MSFTMICROSOFT CORP | 460,725 | $145.5B | 7.68% | |
| 3 | PFGCPERFORMANCE FOOD GROUP CO | 2,259,010 | $133.0B | 7.02% | |
| 4 | METAMETA PLATFORMS INC | 378,041 | $113.5B | 5.99% | |
| 5 | VMCVULCAN MATLS CO | 560,315 | $113.2B | 5.97% | |
| 6 | PTCPTC INC | 782,191 | $110.8B | 5.85% | |
| 7 | GOOGLALPHABET INC | 788,201 | $103.1B | 5.44% | |
| 8 | VVISA INC | 445,382 | $102.4B | 5.41% | |
| 9 | PGRPROGRESSIVE CORP | 668,563 | $93.1B | 4.92% | |
| 10 | GEGENERAL ELECTRIC CO | 828,902 | $91.6B | 4.84% | |
| 11 | ATDATI INC | 2,190,728 | $90.1B | 4.76% | |
| 12 | HLTHILTON WORLDWIDE HLDGS INC | 555,707 | $83.5B | 4.40% | |
| 13 | DFSEURDISCOVER FINL SVCS | 945,000 | $81.9B | 4.32% | |
| 14 | AMZNAMAZON COM INC | 626,366 | $79.6B | 4.20% | |
| 15 | INTUINTUIT | 147,444 | $75.3B | 3.98% | |
| 16 | TRUTRANSUNION | 1,019,774 | $73.2B | 3.86% | |
| 17 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 792,261 | $68.8B | 3.63% | |
| 18 | THOTHOR INDS INC | 716,779 | $68.2B | 3.60% | |
| 19 | NVDANVIDIA CORPORATION | 97,429 | $42.4B | 2.24% | |
| 20 | CHTRCHARTER COMMUNICATIONS INC N | 81,700 | $35.9B | 1.90% | |
| 21 | DLTRDOLLAR TREE INC | 223,700 | $23.8B | 1.26% | |
| 22 | LUMNLUMEN TECHNOLOGIES INC | 6,530,000 | $9.3B | 0.49% | |
| 23 | 0VVBPARAMOUNT GLOBAL | 575,000 | $7.4B | 0.39% |