Palestra Capital Management LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$3.1T
Holdings
27
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HSICHENRY SCHEIN INC | 5,180,800 | $343.8B | 11.08% | Call |
| 2 | MSFTMICROSOFT CORP | 368,969 | $191.1B | 6.16% | |
| 3 | AMZNAMAZON COM INC | 728,799 | $160.0B | 5.15% | |
| 4 | COFCAPITAL ONE FINL CORP | 689,485 | $146.6B | 4.72% | |
| 5 | SNSHARKNINJA INC | 1,388,046 | $143.2B | 4.61% | |
| 6 | METAMETA PLATFORMS INC | 189,052 | $138.8B | 4.47% | |
| 7 | CVNACARVANA CO | 365,942 | $138.0B | 4.45% | |
| 8 | NUNU HLDGS LTD | 8,400,684 | $134.5B | 4.33% | |
| 9 | CRMSALESFORCE INC | 548,226 | $129.9B | 4.19% | |
| 10 | UNPUNION PAC CORP | 541,507 | $128.0B | 4.12% | |
| 11 | PFGCPERFORMANCE FOOD GROUP CO | 1,159,583 | $120.6B | 3.89% | |
| 12 | CPNGCOUPANG INC | 3,612,344 | $116.3B | 3.75% | |
| 13 | PRMBPRIMO BRANDS CORPORATION | 5,061,089 | $111.9B | 3.60% | |
| 14 | SESEA LTD | 621,330 | $111.1B | 3.58% | |
| 15 | NVDANVIDIA CORPORATION | 576,539 | $107.6B | 3.47% | |
| 16 | FLUTFLUTTER ENTMT PLC | 419,101 | $106.5B | 3.43% | |
| 17 | RHCRH PLC | 887,399 | $106.4B | 3.43% | |
| 18 | VVISA INC | 308,278 | $105.2B | 3.39% | |
| 19 | APPAPPLOVIN CORP | 138,221 | $99.3B | 3.20% | |
| 20 | PTCPTC INC | 473,259 | $96.1B | 3.09% | |
| 21 | AYIACUITY INC | 265,801 | $91.5B | 2.95% | |
| 22 | TLNTALEN ENERGY CORP | 191,560 | $81.5B | 2.62% | |
| 23 | HLTHILTON WORLDWIDE HLDGS INC | 309,390 | $80.3B | 2.59% | |
| 24 | LUMNLUMEN TECHNOLOGIES INC | 11,167,585 | $68.3B | 2.20% | |
| 25 | PSKYPARAMOUNT SKYDANCE CORP | 1,298,000 | $24.6B | 0.79% | |
| 26 | DLTRDOLLAR TREE INC | 223,700 | $21.1B | 0.68% | |
| 27 | FICOFAIR ISAAC CORP | 1,463 | $2.2B | 0.07% |