Palestra Capital Management LLC Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$3.0T
Holdings
36
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 384,001 | $219.8B | 7.25% | |
| 2 | FLUTFLUTTER ENTMT PLC | 869,609 | $206.3B | 6.81% | |
| 3 | CRMSALESFORCE INC | 700,048 | $191.6B | 6.32% | |
| 4 | INTUINTUIT | 270,430 | $167.9B | 5.54% | |
| 5 | PFGCPERFORMANCE FOOD GROUP CO | 1,861,039 | $145.8B | 4.81% | |
| 6 | PTCPTC INC | 782,258 | $141.3B | 4.66% | |
| 7 | MSFTMICROSOFT CORP | 310,111 | $133.4B | 4.40% | |
| 8 | VVISA INC | 457,249 | $125.7B | 4.15% | |
| 9 | CVNACARVANA CO | 698,813 | $121.7B | 4.01% | |
| 10 | COFCAPITAL ONE FINL CORP | 802,722 | $120.2B | 3.96% | |
| 11 | RHCRH PLC | 1,264,890 | $117.3B | 3.87% | |
| 12 | AMZNAMAZON COM INC | 575,315 | $107.2B | 3.54% | |
| 13 | GOOGLALPHABET INC | 638,834 | $106.0B | 3.49% | |
| 14 | SNSHARKNINJA INC | 970,825 | $105.5B | 3.48% | |
| 15 | GEGE AEROSPACE | 503,737 | $95.0B | 3.13% | |
| 16 | ALSALLSTATE CORP | 492,062 | $93.3B | 3.08% | |
| 17 | HLTHILTON WORLDWIDE HLDGS INC | 404,413 | $93.2B | 3.07% | |
| 18 | LYVLIVE NATION ENTERTAINMENT IN | 797,204 | $87.3B | 2.88% | |
| 19 | LUMNLUMEN TECHNOLOGIES INC | 11,167,585 | $79.3B | 2.62% | |
| 20 | MMM3M CO | 539,523 | $73.8B | 2.43% | |
| 21 | VSTVISTRA CORP | 537,745 | $63.7B | 2.10% | |
| 22 | AERAERCAP HOLDINGS NV | 668,817 | $63.4B | 2.09% | |
| 23 | VMCVULCAN MATLS CO | 212,800 | $53.3B | 1.76% | |
| 24 | DALDELTA AIR LINES INC DEL | 931,190 | $47.3B | 1.56% | |
| 25 | UALUNITED AIRLS HLDGS INC | 816,658 | $46.6B | 1.54% | |
| 26 | NVDANVIDIA CORPORATION | 339,002 | $41.2B | 1.36% | |
| 27 | CHTRCHARTER COMMUNICATIONS INC N | 108,200 | $35.1B | 1.16% | |
| 28 | KWEBKRANESHARES TRUST | 995,924 | $33.9B | 1.12% | |
| 29 | GEVGE VERNOVA INC | 125,934 | $32.1B | 1.06% | |
| 30 | BKNGBOOKING HOLDINGS INC | 5,727 | $24.1B | 0.80% | |
| 31 | SATSECHOSTAR CORP | 717,139 | $17.8B | 0.59% | |
| 32 | DLTRDOLLAR TREE INC | 223,700 | $15.7B | 0.52% | |
| 33 | 0VVBPARAMOUNT GLOBAL | 1,298,000 | $13.8B | 0.45% | |
| 34 | WDAYWORKDAY INC | 24,464 | $6.0B | 0.20% | |
| 35 | PGRPROGRESSIVE CORP | 17,113 | $4.3B | 0.14% | |
| 36 | TRUTRANSUNION | 18,556 | $1.9B | 0.06% |