Palestra Capital Management LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$2.5T
Holdings
33
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RHCRH PLC | 2,323,402 | $174.2B | 6.87% | |
| 2 | INTUINTUIT | 194,357 | $127.7B | 5.04% | |
| 3 | LYVLIVE NATION ENTERTAINMENT IN | 1,347,722 | $126.3B | 4.99% | |
| 4 | PTCPTC INC | 683,433 | $124.2B | 4.90% | |
| 5 | GOOGLALPHABET INC | 651,143 | $118.6B | 4.68% | |
| 6 | METAMETA PLATFORMS INC | 229,052 | $115.5B | 4.56% | |
| 7 | CRMSALESFORCE INC | 445,143 | $114.4B | 4.52% | |
| 8 | MSFTMICROSOFT CORP | 251,568 | $112.4B | 4.44% | |
| 9 | PFGCPERFORMANCE FOOD GROUP CO | 1,641,423 | $108.5B | 4.28% | |
| 10 | VVISA INC | 410,420 | $107.7B | 4.25% | |
| 11 | BKNGBOOKING HOLDINGS INC | 26,108 | $103.4B | 4.08% | |
| 12 | AMZNAMAZON COM INC | 534,405 | $103.3B | 4.08% | |
| 13 | HLTHILTON WORLDWIDE HLDGS INC | 454,851 | $99.2B | 3.92% | |
| 14 | COFCAPITAL ONE FINL CORP | 679,927 | $94.1B | 3.71% | |
| 15 | ALSALLSTATE CORP | 582,787 | $93.0B | 3.67% | |
| 16 | APOAPOLLO GLOBAL MGMT INC | 772,915 | $91.3B | 3.60% | |
| 17 | ASMLASML HOLDING N V | 88,146 | $90.1B | 3.56% | |
| 18 | AERAERCAP HOLDINGS NV | 949,866 | $88.5B | 3.49% | |
| 19 | GEGE AEROSPACE | 503,737 | $80.1B | 3.16% | |
| 20 | TAT&T INC | 4,050,000 | $77.4B | 3.05% | |
| 21 | APPAPPLOVIN CORP | 918,256 | $76.4B | 3.02% | |
| 22 | TTTRANE TECHNOLOGIES PLC | 228,988 | $75.3B | 2.97% | |
| 23 | VMCVULCAN MATLS CO | 212,800 | $52.9B | 2.09% | |
| 24 | NVDANVIDIA CORPORATION | 278,212 | $34.4B | 1.36% | |
| 25 | CHTRCHARTER COMMUNICATIONS INC N | 108,200 | $32.3B | 1.28% | |
| 26 | MUMICRON TECHNOLOGY INC | 216,664 | $28.5B | 1.12% | |
| 27 | DLTRDOLLAR TREE INC | 223,700 | $23.9B | 0.94% | |
| 28 | GEVGE VERNOVA INC | 125,934 | $21.6B | 0.85% | |
| 29 | SATSECHOSTAR CORP | 717,139 | $12.8B | 0.50% | |
| 30 | LUMNLUMEN TECHNOLOGIES INC | 11,167,585 | $12.3B | 0.48% | |
| 31 | SHWSHERWIN WILLIAMS CO | 17,191 | $5.1B | 0.20% | |
| 32 | PGRPROGRESSIVE CORP | 21,058 | $4.4B | 0.17% | |
| 33 | LPLALPL FINL HLDGS INC | 14,362 | $4.0B | 0.16% |