Palestra Capital Management LLC Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$4.3T
Holdings
28
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DISHDISH NETWORK CORPORATION | 9,948,245 | $288.8B | 6.72% | Call |
| 2 | OPTUALTICE USA INC | 10,921,008 | $283.9B | 6.61% | |
| 3 | MSFTMICROSOFT CORP | 1,318,825 | $277.4B | 6.45% | |
| 4 | FISFIDELITY NATL INFORMATION SV | 1,637,178 | $241.0B | 5.61% | |
| 5 | GOOGLALPHABET INC | 156,532 | $229.4B | 5.34% | |
| 6 | STZCONSTELLATION BRANDS INC | 1,179,810 | $223.6B | 5.20% | |
| 7 | AG8AGILENT TECHNOLOGIES INC | 1,924,678 | $194.3B | 4.52% | |
| 8 | TRUTRANSUNION | 2,235,865 | $188.1B | 4.38% | |
| 9 | NUANEURNUANCE COMMUNICATIONS INC | 5,547,560 | $184.1B | 4.28% | |
| 10 | KMXCARMAX INC | 1,969,685 | $181.0B | 4.21% | |
| 11 | CSXCSX CORP | 2,302,700 | $178.9B | 4.16% | |
| 12 | FLT1EURFLEETCOR TECHNOLOGIES INC | 711,118 | $169.3B | 3.94% | |
| 13 | BABAALIBABA GROUP HLDG LTD | 564,740 | $166.0B | 3.86% | |
| 14 | UBERUBER TECHNOLOGIES INC | 4,292,304 | $156.6B | 3.64% | |
| 15 | AVTRAVANTOR INC | 6,840,000 | $153.8B | 3.58% | |
| 16 | PLANUSDANAPLAN INC | 2,206,445 | $138.1B | 3.21% | |
| 17 | GPNGLOBAL PMTS INC | 756,883 | $134.4B | 3.13% | |
| 18 | ENQENTEGRIS INC | 1,727,877 | $128.4B | 2.99% | |
| 19 | AMZNAMAZON COM INC | 36,875 | $116.1B | 2.70% | |
| 20 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,407,718 | $114.1B | 2.66% | |
| 21 | XYZSQUARE INC | 672,345 | $109.3B | 2.54% | |
| 22 | BKNGBOOKING HOLDINGS INC | 58,780 | $100.6B | 2.34% | |
| 23 | EXPEEXPEDIA GROUP INC | 1,045,810 | $95.9B | 2.23% | |
| 24 | OUTOUTFRONT MEDIA INC | 5,404,288 | $78.6B | 1.83% | |
| 25 | LBRDKLIBERTY BROADBAND CORP | 334,480 | $47.8B | 1.11% | |
| 26 | LHXL3HARRIS TECHNOLOGIES INC | 266,194 | $45.2B | 1.05% | |
| 27 | LBEURL BRANDS INC | 1,335,247 | $42.5B | 0.99% | |
| 28 | CHTRCHARTER COMMUNICATIONS INC N | 48,379 | $30.2B | 0.70% |