13F-HR filed by Palestra Capital Management LLC
Palestra Capital Management LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 21 holding rows worth $2,949,370,243.
- Accession
- 0001214659-26-010411
- Filer
- CIK 1568788
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 21 entries on the cover page, a total value of $2,949,370,243 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,949,370,243 with VALUE read as dollars as filed, 13F file number 028-15289. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 386,123 | $372,608,695 | dollars as filed | |
| Linde plc | G54950103 | COM | 436,859 | $226,703,609 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 566,948 | $225,174,737 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 942,732 | $224,690,745 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 762,465 | $207,390,480 | dollars as filed | |
| SCHEIN HENRY INC | 806407102 | COM | 2,446,691 | $204,347,632 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 14,036,736 | $187,530,793 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 403,160 | $185,102,851 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 388,886 | $168,515,970 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 237,958 | $138,232,182 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 6,771,181 | $117,615,414 | dollars as filed | |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | 741623102 | Stock | 4,604,145 | $112,525,304 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 324,572 | $111,357,407 | dollars as filed | |
| JAMES HARDIE INDS PLC ORD SHS | G4253H101 | Stock | 4,130,497 | $108,136,411 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 562,582 | $105,214,086 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 390,320 | $78,099,129 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 174,221 | $62,261,359 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 795,635 | $52,368,696 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 77,662 | $28,969,479 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 41,307 | $19,726,984 | dollars as filed | |
| PARAMOUNT SKYDANCE CORP | 69932a204 | COM CL B | 1,298,000 | $12,798,280 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-26-010411 | this filing | 2026-08-14 | acceptance time not in the bulk data set |