Palestra Capital Management LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$1.9B
Holdings
23
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 685,715 | $145.3T | 7810365.40% | |
| 2 | CRMSALESFORCE INC | 615,858 | $123.0T | 6612221.12% | |
| 3 | GOOGLALPHABET INC | 1,114,256 | $115.6T | 6211609.32% | |
| 4 | MSFTMICROSOFT CORP | 392,056 | $113.0T | 6074457.82% | |
| 5 | VVISA INC | 498,496 | $112.4T | 6040125.37% | |
| 6 | CSXCSX CORP | 3,669,012 | $109.9T | 5903583.36% | |
| 7 | PTCPTC INC | 809,144 | $103.8T | 5576095.88% | |
| 8 | VMCVULCAN MATLS CO | 561,617 | $96.4T | 5178107.45% | |
| 9 | CLXCLOROX CO DEL | 594,142 | $94.0T | 5052674.26% | |
| 10 | PFGCPERFORMANCE FOOD GROUP CO | 1,428,896 | $86.2T | 4633623.06% | |
| 11 | WDAYWORKDAY INC | 374,834 | $77.4T | 4160618.74% | |
| 12 | INTUINTUIT | 172,790 | $77.0T | 4140022.18% | |
| 13 | HLTHILTON WORLDWIDE HLDGS INC | 522,989 | $73.7T | 3959367.73% | |
| 14 | APOAPOLLO GLOBAL MGMT INC | 1,150,710 | $72.7T | 3905914.96% | |
| 15 | NFLXNETFLIX INC | 208,645 | $72.1T | 3873875.58% | |
| 16 | TRUTRANSUNION | 1,138,014 | $70.7T | 3800437.78% | |
| 17 | ALSALLSTATE CORP | 621,606 | $68.9T | 3701765.70% | |
| 18 | HLNHALEON PLC | 8,354,782 | $68.0T | 3654889.89% | |
| 19 | SAIASAIA INC | 238,903 | $65.0T | 3493276.75% | |
| 20 | GEGENERAL ELECTRIC CO | 635,000 | $60.7T | 3262468.98% | |
| 21 | EXPEEXPEDIA GROUP INC | 501,377 | $48.6T | 2614479.31% | |
| 22 | SPOTSPOTIFY TECHNOLOGY S A | 46,000 | $6.1T | 330327.00% | |
| 23 | CNXXWCONX CORP | 1,000,000 | $180.7B | 9711.20% |