SEC Form 13F

Palestra Capital Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$2,949,370,243
Positions21

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SEAGATE TECHNOLOGY HLDNGS PLSTXORD SHS$372,608,695386,123
LINDE PLCLINSHS$226,703,609436,859
ANALOG DEVICES INCADICOM$225,174,737566,948
AMAZON COM INCAMZNCOM$224,690,745942,732
UNION PAC CORPUNPCOM$207,390,480762,465
SCHEIN HENRY INCHSICCOM$204,347,6322,446,691
NU HLDGS LTDNUORD SHS CL A$187,530,79314,036,736
SPOTIFY TECHNOLOGY S ASPOTSHS$185,102,851403,160
LAM RESEARCH CORPLRCXCOM NEW$168,515,970388,886
ADVANCED MICRO DEVICES INCAMDCOM$138,232,182237,958

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