Filed: 8/14/2026ACC: 0001214659-26-010411
📋 What this filing means
PALESTRA CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $2.95B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$2.95B
Total AUM (reported)
39.78M
Total Shares
Allocation by class
COM$1.21B41.1%
ORD SHS$480.75M16.3%
SHS$411.81M14.0%
ORD SHS CL A$187.53M6.4%
CL A$169.98M5.8%
COM NEW$168.52M5.7%
CLASS A COM SHS$112.53M3.8%
Portfolio Concentration
Top 3$824.49M28.0%
4–10$1.32B44.6%
11–25$809.07M27.4%
Top 3 weight
28.0%
Top 10 weight
72.6%
Voting Authority Distribution
Total shares with voting rights: 39.78M
Sole
Full voting authority
39.78M
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)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares386.12K
TypeSH
Market value$372.61M
12.63%
Sole
386.12K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares436.86K
TypeSH
Market value$226.70M
7.69%
Sole
436.86K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares566.95K
TypeSH
Market value$225.17M
7.63%
Sole
566.95K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares942.73K
TypeSH
Market value$224.69M
7.62%
Sole
942.73K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares762.47K
TypeSH
Market value$207.39M
7.03%
Sole
762.47K
Shared
0.00
None
0.00
SCHEIN HENRY INC
SOLEShares2.45M
TypeSH
Market value$204.35M
6.93%
Sole
2.45M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares14.04M
TypeSH
Market value$187.53M
6.36%
Sole
14.04M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares403.16K
TypeSH
Market value$185.10M
6.28%
Sole
403.16K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares388.89K
TypeSH
Market value$168.52M
5.71%
Sole
388.89K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares237.96K
TypeSH
Market value$138.23M
4.69%
Sole
237.96K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares6.77M
TypeSH
Market value$117.62M
3.99%
Sole
6.77M
Shared
0.00
None
0.00
PRIMO BRANDS CORPORATION
SOLEShares4.60M
TypeSH
Market value$112.53M
3.82%
Sole
4.60M
Shared
0.00
None
0.00
VISA INC
SOLEShares324.57K
TypeSH
Market value$111.36M
3.78%
Sole
324.57K
Shared
0.00
None
0.00
JAMES HARDIE INDS PLC
SOLEShares4.13M
TypeSH
Market value$108.14M
3.67%
Sole
4.13M
Shared
0.00
None
0.00
TTM TECHNOLOGIES INC
SOLEShares562.58K
TypeSH
Market value$105.21M
3.57%
Sole
562.58K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares390.32K
TypeSH
Market value$78.10M
2.65%
Sole
390.32K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares174.22K
TypeSH
Market value$62.26M
2.11%
Sole
174.22K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares795.63K
TypeSH
Market value$52.37M
1.78%
Sole
795.63K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares77.66K
TypeSH
Market value$28.97M
0.98%
Sole
77.66K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares41.31K
TypeSH
Market value$19.73M
0.67%
Sole
41.31K
Shared
0.00
None
0.00
PARAMOUNT SKYDANCE CORP
SOLEShares1.30M
TypeSH
Market value$12.80M
0.43%
Sole
1.30M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 386.12K | SH | $372.61M 12.63% | 386.12K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 436.86K | SH | $226.70M 7.69% | 436.86K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 566.95K | SH | $225.17M 7.63% | 566.95K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 942.73K | SH | $224.69M 7.62% | 942.73K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 762.47K | SH | $207.39M 7.03% | 762.47K | 0.00 | 0.00 |
SCHEIN HENRY INCSOLE | COM | 2.45M | SH | $204.35M 6.93% | 2.45M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 14.04M | SH | $187.53M 6.36% | 14.04M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 403.16K | SH | $185.10M 6.28% | 403.16K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 388.89K | SH | $168.52M 5.71% | 388.89K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 237.96K | SH | $138.23M 4.69% | 237.96K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 6.77M | SH | $117.62M 3.99% | 6.77M | 0.00 | 0.00 |
PRIMO BRANDS CORPORATIONSOLE | CLASS A COM SHS | 4.60M | SH | $112.53M 3.82% | 4.60M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 324.57K | SH | $111.36M 3.78% | 324.57K | 0.00 | 0.00 |
JAMES HARDIE INDS PLCSOLE | ORD SHS | 4.13M | SH | $108.14M 3.67% | 4.13M | 0.00 | 0.00 |
TTM TECHNOLOGIES INCSOLE | COM | 562.58K | SH | $105.21M 3.57% | 562.58K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 390.32K | SH | $78.10M 2.65% | 390.32K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 174.22K | SH | $62.26M 2.11% | 174.22K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 795.63K | SH | $52.37M 1.78% | 795.63K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 77.66K | SH | $28.97M 0.98% | 77.66K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 41.31K | SH | $19.73M 0.67% | 41.31K | 0.00 | 0.00 |
PARAMOUNT SKYDANCE CORPSOLE | COM CL B | 1.30M | SH | $12.80M 0.43% | 1.30M | 0.00 | 0.00 |