Palestra Capital Management LLC - Portfolio Stock Holdings
Palestra Capital Management LLC disclosed 34 stock positions in a recent SEC 13F filing. $2,431,697,654 of stock holdings were filed, with the largest holdings including HSIC, V, and UNP. This filing represented positions held on March 31, 2026, and was filed on May 15, 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.
Report Period:
March 31, 2026No. of Stocks:
34Est. Stock Holding Value:
$2,431,697,654Top Stock Holdings By Sector
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Portfolio Stock Holdings - Palestra Capital Management LLC
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Portfolio Options Holdings - Palestra Capital Management LLC
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