Palestra Capital Management LLC: 13F holdings
CIK 15687882026Q2
| Positions | 21 |
|---|---|
| Reported value | $2.9bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL | 386,123 | $372.6m | 12.6% |
| LINDE PLC | 436,859 | $226.7m | 7.7% |
| ADI ANALOG DEVICES INC | 566,948 | $225.2m | 7.6% |
| AMZN AMAZON COM INC | 942,732 | $224.7m | 7.6% |
| UNP UNION PAC CORP | 762,465 | $207.4m | 7.0% |
| JKHY SCHEIN HENRY INC | 2,446,691 | $204.3m | 6.9% |
| NU HLDGS LTD | 14,036,736 | $187.5m | 6.4% |
| SPOTIFY TECHNOLOGY S A | 403,160 | $185.1m | 6.3% |
| LRCX LAM RESEARCH CORP | 388,886 | $168.5m | 5.7% |
| AMD ADVANCED MICRO DEVICES INC | 237,958 | $138.2m | 4.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1568788")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.