Filed: 2/17/2026ACC: 0001172661-26-001099
📋 What this filing means
PALESTRA CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $2.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$2.83B
Total AUM (reported)
42.42M
Total Shares
Allocation by class
COM$1.57B55.5%
CL A$354.06M12.5%
COM CL A$251.85M8.9%
SHS$171.19M6.1%
ORD SHS CL A$153.68M5.4%
CAP STK CL A$108.26M3.8%
ORD$84.18M3.0%
Portfolio Concentration
Top 3$524.99M18.6%
4–10$1.03B36.2%
11–25$1.23B43.4%
Rest$50.03M1.8%
Top 3 weight
18.6%
Top 10 weight
54.8%
Voting Authority Distribution
Total shares with voting rights: 42.42M
Sole
Full voting authority
42.42M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
HENRY SCHEIN INC
SOLEShares2.38M
TypeSH
Market value$180.09M
6.37%
Sole
2.38M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares752.54K
TypeSH
Market value$173.70M
6.14%
Sole
752.54K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares401.49K
TypeSH
Market value$171.19M
6.05%
Sole
401.49K
Shared
0.00
None
0.00
VISA INC
SOLEShares476.44K
TypeSH
Market value$167.09M
5.91%
Sole
476.44K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares687.30K
TypeSH
Market value$158.99M
5.62%
Sole
687.30K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares9.18M
TypeSH
Market value$153.68M
5.43%
Sole
9.18M
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares662.52K
TypeSH
Market value$151.66M
5.36%
Sole
662.52K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares569.99K
TypeSH
Market value$133.65M
4.72%
Sole
569.99K
Shared
0.00
None
0.00
ACUITY INC
SOLEShares370.53K
TypeSH
Market value$133.41M
4.72%
Sole
370.53K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares191.93K
TypeSH
Market value$126.69M
4.48%
Sole
191.93K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares292.55K
TypeSH
Market value$123.46M
4.36%
Sole
292.55K
Shared
0.00
None
0.00
CARPENTER TECHNOLOGY CORP
SOLEShares367.70K
TypeSH
Market value$115.77M
4.09%
Sole
367.70K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares423.52K
TypeSH
Market value$112.20M
3.97%
Sole
423.52K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares345.87K
TypeSH
Market value$108.26M
3.83%
Sole
345.87K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares3.48M
TypeSH
Market value$103.90M
3.67%
Sole
3.48M
Shared
0.00
None
0.00
LUMEN TECHNOLOGIES INC
SOLEShares11.17M
TypeSH
Market value$86.77M
3.07%
Sole
11.17M
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares125.78K
TypeSH
Market value$84.75M
3.00%
Sole
125.78K
Shared
0.00
None
0.00
CRH PLC
SOLEShares674.48K
TypeSH
Market value$84.18M
2.98%
Sole
674.48K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares340.39K
TypeSH
Market value$82.50M
2.92%
Sole
340.39K
Shared
0.00
None
0.00
PRIMO BRANDS CORPORATION
SOLEShares5.02M
TypeSH
Market value$82.08M
2.90%
Sole
5.02M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares147.42K
TypeSH
Market value$71.30M
2.52%
Sole
147.42K
Shared
0.00
None
0.00
INFOSYS LTD
SOLEShares2.71M
TypeSH
Market value$48.28M
1.71%
Sole
2.71M
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
SOLEShares412.89K
TypeSH
Market value$46.17M
1.63%
Sole
412.89K
Shared
0.00
None
0.00
PTC INC
SOLEShares234.41K
TypeSH
Market value$40.84M
1.44%
Sole
234.41K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares204.14K
TypeSH
Market value$38.07M
1.35%
Sole
204.14K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HENRY SCHEIN INCSOLE | COM | 2.38M | SH | $180.09M 6.37% | 2.38M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 752.54K | SH | $173.70M 6.14% | 752.54K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 401.49K | SH | $171.19M 6.05% | 401.49K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 476.44K | SH | $167.09M 5.91% | 476.44K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 687.30K | SH | $158.99M 5.62% | 687.30K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 9.18M | SH | $153.68M 5.43% | 9.18M | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 662.52K | SH | $151.66M 5.36% | 662.52K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 569.99K | SH | $133.65M 4.72% | 569.99K | 0.00 | 0.00 |
ACUITY INCSOLE | COM | 370.53K | SH | $133.41M 4.72% | 370.53K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 191.93K | SH | $126.69M 4.48% | 191.93K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 292.55K | SH | $123.46M 4.36% | 292.55K | 0.00 | 0.00 |
CARPENTER TECHNOLOGY CORPSOLE | COM | 367.70K | SH | $115.77M 4.09% | 367.70K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 423.52K | SH | $112.20M 3.97% | 423.52K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 345.87K | SH | $108.26M 3.83% | 345.87K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 3.48M | SH | $103.90M 3.67% | 3.48M | 0.00 | 0.00 |
LUMEN TECHNOLOGIES INCSOLE | COM | 11.17M | SH | $86.77M 3.07% | 11.17M | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 125.78K | SH | $84.75M 3.00% | 125.78K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 674.48K | SH | $84.18M 2.98% | 674.48K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 340.39K | SH | $82.50M 2.92% | 340.39K | 0.00 | 0.00 |
PRIMO BRANDS CORPORATIONSOLE | CLASS A COM SHS | 5.02M | SH | $82.08M 2.90% | 5.02M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 147.42K | SH | $71.30M 2.52% | 147.42K | 0.00 | 0.00 |
INFOSYS LTDSOLE | SPONSORED ADR | 2.71M | SH | $48.28M 1.71% | 2.71M | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCSOLE | COM | 412.89K | SH | $46.17M 1.63% | 412.89K | 0.00 | 0.00 |
PTC INCSOLE | COM | 234.41K | SH | $40.84M 1.44% | 234.41K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 204.14K | SH | $38.07M 1.35% | 204.14K | 0.00 | 0.00 |
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