Palestra Capital Management LLC - Portfolio Stock Holdings

Palestra Capital Management LLC disclosed 27 stock positions in a recent SEC 13F filing. $2,949,370,244 of stock holdings were filed, with the largest holdings including STX, LIN, and ADI. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $5,441,912,932 and has 21 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.