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Palestra Capital Management LLC

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13F filer, CIK 1568788, NEW YORK, NY

Palestra Capital Management LLC reported $2,949,370,243 across 21 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 72.57% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-010411

Period
2026-06-30
Reported value
$2.95B
Holdings
21
Top 10 weight
72.57%
New
5
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNadded+775,993$185M
LRCXnew+388,886$169M
AMDnew+237,958$138M
JHXnew+4,130,497$108M
TTMInew+562,582$105M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GOOGLreduced-416,394-$149M
Vreduced-426,953-$146M
DHRexited-677,750-$129M
PTCexited-890,595-$127M
PRMBreduced-4,445,733-$109M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001214659-26-010411, largest first. % of portfolio is the value over $2,949,370,243, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 294,000 shares; 2026Q2: 386,123 shares 386,123$373M12.63%+92,123Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 401,494 shares; 2026Q1: 352,942 shares; 2026Q2: 436,859 shares 436,859$227M7.69%+83,917Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 489,145 shares; 2026Q2: 566,948 shares 566,948$225M7.63%+77,803Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575,315 shares; 2024Q4: 408,896 shares; 2025Q1: not reported; 2025Q2: 664,319 shares; 2025Q3: 728,799 shares; 2025Q4: 752,542 shares; 2026Q1: 166,739 shares; 2026Q2: 942,732 shares 942,732$225M7.62%+775,993Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 541,507 shares; 2025Q4: 687,298 shares; 2026Q1: 723,902 shares; 2026Q2: 762,465 shares 762,465$207M7.03%+38,563Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,644,336 shares; 2025Q1: 3,999,490 shares; 2025Q2: 3,501,520 shares; 2025Q3: 4,330,800 shares; 2025Q4: 2,382,837 shares; 2026Q1: 3,412,667 shares; 2026Q2: 2,446,691 shares 2,446,691$204M6.93%-965,976Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,400,684 shares; 2025Q4: 9,180,592 shares; 2026Q1: 11,122,403 shares; 2026Q2: 14,036,736 shares 14,036,736$188M6.36%+2,914,333Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 347,943 shares; 2026Q2: 403,160 shares 403,160$185M6.28%+55,217Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 388,886 shares 388,886$169M5.71%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 237,958 shares 237,958$138M4.69%newTimeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,469,948 shares; 2025Q3: 3,612,344 shares; 2025Q4: not reported; 2026Q1: 6,072,037 shares; 2026Q2: 6,771,181 shares 6,771,181$118M3.99%+699,144Timeline
PRMBPRIMO BRANDS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,273,931 shares; 2025Q3: 5,061,089 shares; 2025Q4: 3,997,498 shares; 2026Q1: 9,049,878 shares; 2026Q2: 4,604,145 shares 4,604,145$113M3.82%-4,445,733Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457,249 shares; 2024Q4: 343,053 shares; 2025Q1: 320,034 shares; 2025Q2: 308,278 shares; 2025Q3: 308,278 shares; 2025Q4: 476,442 shares; 2026Q1: 751,525 shares; 2026Q2: 324,572 shares 324,572$111M3.78%-426,953Timeline
JHXJAMES HARDIE INDS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,130,497 shares 4,130,497$108M3.67%newTimeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 562,582 shares 562,582$105M3.57%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 339,002 shares; 2024Q4: 261,777 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 576,539 shares; 2025Q4: 204,136 shares; 2026Q1: 182,688 shares; 2026Q2: 390,320 shares 390,320$78.1M2.65%+207,632Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 638,834 shares; 2024Q4: 752,488 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 345,865 shares; 2026Q1: 590,615 shares; 2026Q2: 174,221 shares 174,221$62.3M2.11%-416,394Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 698,813 shares; 2024Q4: 807,016 shares; 2025Q1: 691,959 shares; 2025Q2: 275,890 shares; 2025Q3: 365,942 shares; 2025Q4: 292,552 shares; 2026Q1: 398,007 shares; 2026Q2: 795,635 shares 795,635$52.4M1.78%+397,628Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310,111 shares; 2024Q4: 298,553 shares; 2025Q1: 146,047 shares; 2025Q2: 271,669 shares; 2025Q3: 368,969 shares; 2025Q4: 147,424 shares; 2026Q1: 77,662 shares; 2026Q2: 77,662 shares 77,662$29M0.98%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,307 shares 41,307$19.7M0.67%newTimeline
SKYDPARAMOUNT SKYDANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,298,000 shares; 2025Q4: 323,000 shares; 2026Q1: 1,298,000 shares; 2026Q2: 1,298,000 shares 1,298,000$12.8M0.43%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DHRDANAHER CORP DEL677,750$129Mshares
PTCPTC INC890,595$127Mshares
AMATAPPLIED MATLS INC286,566$97.9Mshares
APPAPPLOVIN CORP125,779$50.1Mshares
CRMSALESFORCE INC116,527$21.8Mshares
PRMBPRIMO BRANDS CORPORATION1,022,400$19.3Mcall
ROKUROKU INC53,189$5.03Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-26-010411 base2026-08-14acceptance time not in the bulk data set