Palestra Capital Management LLC Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$5.1T
Holdings
29
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DISHDISH NETWORK CORPORATION | 11,192,605 | $362.0B | 7.13% | Call |
| 2 | GOOGLALPHABET INC | 191,807 | $336.2B | 6.62% | |
| 3 | OPTUALTICE USA INC | 8,761,722 | $331.8B | 6.53% | |
| 4 | FISFIDELITY NATL INFORMATION SV | 2,173,543 | $307.5B | 6.05% | |
| 5 | MSFTMICROSOFT CORP | 1,360,672 | $302.6B | 5.96% | |
| 6 | UBERUBER TECHNOLOGIES INC | 5,239,772 | $267.2B | 5.26% | |
| 7 | AVTRAVANTOR INC | 8,831,496 | $248.6B | 4.90% | |
| 8 | NUANEURNUANCE COMMUNICATIONS INC | 4,891,675 | $215.7B | 4.25% | |
| 9 | LVSLAS VEGAS SANDS CORP | 3,239,329 | $193.1B | 3.80% | |
| 10 | STZCONSTELLATION BRANDS INC | 878,918 | $192.5B | 3.79% | |
| 11 | CSXCSX CORP | 1,981,625 | $179.8B | 3.54% | |
| 12 | FLT1EURFLEETCOR TECHNOLOGIES INC | 649,519 | $177.2B | 3.49% | |
| 13 | TRUTRANSUNION | 1,763,741 | $175.0B | 3.45% | |
| 14 | ADIANALOG DEVICES INC | 1,128,575 | $166.7B | 3.28% | |
| 15 | LBRDKLIBERTY BROADBAND CORP | 1,028,805 | $162.9B | 3.21% | |
| 16 | BKNGBOOKING HOLDINGS INC | 71,494 | $159.2B | 3.14% | |
| 17 | EXPEEXPEDIA GROUP INC | 1,201,006 | $159.0B | 3.13% | |
| 18 | AMDADVANCED MICRO DEVICES INC | 1,668,415 | $153.0B | 3.01% | |
| 19 | AG8AGILENT TECHNOLOGIES INC | 1,248,452 | $147.9B | 2.91% | |
| 20 | LBEURL BRANDS INC | 3,900,512 | $145.1B | 2.86% | |
| 21 | PLANUSDANAPLAN INC | 1,954,568 | $140.4B | 2.77% | |
| 22 | CITUSDCIT GROUP INC | 3,627,859 | $130.2B | 2.56% | |
| 23 | DYHTARGET CORP | 716,015 | $126.4B | 2.49% | |
| 24 | AMZNAMAZON COM INC | 32,955 | $107.3B | 2.11% | |
| 25 | SABRSABRE CORP | 8,897,213 | $106.9B | 2.11% | |
| 26 | —CONX CORP | 4,000,000 | $41.8B | 0.82% | |
| 27 | FCNCAFIRST CTZNS BANCSHARES INC N | 54,630 | $31.4B | 0.62% | |
| 28 | —HUMANCO ACQUISITION CORP | 900,000 | $9.9B | 0.20% | |
| 29 | KMXCARMAX INC | 11,000 | $1.0B | 0.02% |