Palestra Capital Management LLC Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$3.0B
Holdings
36
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 384,001 | $219.8T | 7250009.47% | |
| 2 | FLUTFLUTTER ENTMT PLC | 869,609 | $206.3T | 6805521.44% | |
| 3 | CRMSALESFORCE INC | 700,048 | $191.6T | 6319674.78% | |
| 4 | INTUINTUIT | 270,430 | $167.9T | 5538889.67% | |
| 5 | PFGCPERFORMANCE FOOD GROUP CO | 1,861,039 | $145.8T | 4810404.15% | |
| 6 | PTCPTC INC | 782,258 | $141.3T | 4661098.33% | |
| 7 | MSFTMICROSOFT CORP | 310,111 | $133.4T | 4401135.73% | |
| 8 | VVISA INC | 457,249 | $125.7T | 4146510.18% | |
| 9 | CVNACARVANA CO | 698,813 | $121.7T | 4012924.01% | |
| 10 | COFCAPITAL ONE FINL CORP | 802,722 | $120.2T | 3964151.43% | |
| 11 | RHCRH PLC | 1,264,890 | $117.3T | 3868976.56% | |
| 12 | AMZNAMAZON COM INC | 575,315 | $107.2T | 3535613.05% | |
| 13 | GOOGLALPHABET INC | 638,834 | $106.0T | 3494457.35% | |
| 14 | SNSHARKNINJA INC | 970,825 | $105.5T | 3480861.11% | |
| 15 | GEGE AEROSPACE | 503,737 | $95.0T | 3133110.61% | |
| 16 | ALSALLSTATE CORP | 492,062 | $93.3T | 3077860.41% | |
| 17 | HLTHILTON WORLDWIDE HLDGS INC | 404,413 | $93.2T | 3074484.34% | |
| 18 | LYVLIVE NATION ENTERTAINMENT IN | 797,204 | $87.3T | 2878857.52% | |
| 19 | LUMNLUMEN TECHNOLOGIES INC | 11,167,585 | $79.3T | 2615133.50% | |
| 20 | MMM3M CO | 539,523 | $73.8T | 2432510.50% | |
| 21 | VSTVISTRA CORP | 537,745 | $63.7T | 2102410.65% | |
| 22 | AERAERCAP HOLDINGS NV | 668,817 | $63.4T | 2089417.55% | |
| 23 | VMCVULCAN MATLS CO | 212,800 | $53.3T | 1757657.38% | |
| 24 | DALDELTA AIR LINES INC DEL | 931,190 | $47.3T | 1559885.65% | |
| 25 | UALUNITED AIRLS HLDGS INC | 816,658 | $46.6T | 1536909.27% | |
| 26 | NVDANVIDIA CORPORATION | 339,002 | $41.2T | 1357813.95% | |
| 27 | CHTRCHARTER COMMUNICATIONS INC N | 108,200 | $35.1T | 1156526.90% | |
| 28 | KWEBKRANESHARES TRUST | 995,924 | $33.9T | 1117472.25% | |
| 29 | GEVGE VERNOVA INC | 125,934 | $32.1T | 1059071.68% | |
| 30 | BKNGBOOKING HOLDINGS INC | 5,727 | $24.1T | 795617.19% | |
| 31 | SATSECHOSTAR CORP | 717,139 | $17.8T | 587058.48% | |
| 32 | DLTRDOLLAR TREE INC | 223,700 | $15.7T | 518825.24% | |
| 33 | 0VVBPARAMOUNT GLOBAL | 1,298,000 | $13.8T | 454648.18% | |
| 34 | WDAYWORKDAY INC | 24,464 | $6.0T | 197207.15% | |
| 35 | PGRPROGRESSIVE CORP | 17,113 | $4.3T | 143227.22% | |
| 36 | TRUTRANSUNION | 18,556 | $1.9T | 64077.75% |