Palestra Capital Management LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$3.6T
Holdings
36
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 438,062 | $256.5B | 7.03% | |
| 2 | CRMSALESFORCE INC | 564,950 | $188.9B | 5.18% | |
| 3 | HSICHENRY SCHEIN INC | 2,644,336 | $183.0B | 5.01% | |
| 4 | SNSHARKNINJA INC | 1,780,785 | $173.4B | 4.75% | |
| 5 | FLUTFLUTTER ENTMT PLC | 670,695 | $173.3B | 4.75% | |
| 6 | INTUINTUIT | 271,440 | $170.6B | 4.67% | |
| 7 | PTCPTC INC | 914,948 | $168.2B | 4.61% | |
| 8 | PFGCPERFORMANCE FOOD GROUP CO | 1,983,377 | $167.7B | 4.60% | |
| 9 | CVNACARVANA CO | 807,016 | $164.1B | 4.50% | |
| 10 | COFCAPITAL ONE FINL CORP | 901,359 | $160.7B | 4.40% | |
| 11 | PGRPROGRESSIVE CORP | 598,554 | $143.4B | 3.93% | |
| 12 | GOOGLALPHABET INC | 752,488 | $142.4B | 3.90% | |
| 13 | RHCRH PLC | 1,460,956 | $135.2B | 3.70% | |
| 14 | MSFTMICROSOFT CORP | 298,553 | $125.8B | 3.45% | |
| 15 | APOAPOLLO GLOBAL MGMT INC | 712,457 | $117.7B | 3.22% | |
| 16 | UALUNITED AIRLS HLDGS INC | 1,154,997 | $112.2B | 3.07% | |
| 17 | VVISA INC | 343,053 | $108.4B | 2.97% | |
| 18 | LPLALPL FINL HLDGS INC | 328,286 | $107.2B | 2.94% | |
| 19 | HLTHILTON WORLDWIDE HLDGS INC | 404,413 | $100.0B | 2.74% | |
| 20 | LYVLIVE NATION ENTERTAINMENT IN | 707,731 | $91.7B | 2.51% | |
| 21 | AMZNAMAZON COM INC | 408,896 | $89.7B | 2.46% | |
| 22 | GEGE AEROSPACE | 503,737 | $84.0B | 2.30% | |
| 23 | LUMNLUMEN TECHNOLOGIES INC | 11,167,585 | $59.3B | 1.62% | |
| 24 | RDDTREDDIT INC | 362,644 | $59.3B | 1.62% | |
| 25 | VMCVULCAN MATLS CO | 212,800 | $54.7B | 1.50% | |
| 26 | DALDELTA AIR LINES INC DEL | 862,974 | $52.2B | 1.43% | |
| 27 | GEVGE VERNOVA INC | 125,934 | $41.4B | 1.14% | |
| 28 | DOCUDOCUSIGN INC | 431,000 | $38.8B | 1.06% | |
| 29 | CHTRCHARTER COMMUNICATIONS INC N | 108,200 | $37.1B | 1.02% | |
| 30 | NVDANVIDIA CORPORATION | 261,777 | $35.2B | 0.96% | |
| 31 | LPXLOUISIANA PAC CORP | 333,373 | $34.5B | 0.95% | |
| 32 | BKNGBOOKING HOLDINGS INC | 4,659 | $23.1B | 0.63% | |
| 33 | DLTRDOLLAR TREE INC | 223,700 | $16.8B | 0.46% | |
| 34 | SATSECHOSTAR CORP | 717,139 | $16.4B | 0.45% | |
| 35 | 0VVBPARAMOUNT GLOBAL | 1,298,000 | $13.6B | 0.37% | |
| 36 | TTANSERVICETITAN INC | 28,156 | $2.9B | 0.08% |