Palestra Capital Management LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$2.8T
Holdings
28
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HSICHENRY SCHEIN INC | 2,382,837 | $180.1B | 6.37% | |
| 2 | AMZNAMAZON COM INC | 752,542 | $173.7B | 6.14% | |
| 3 | LINLINDE PLC | 401,494 | $171.2B | 6.05% | |
| 4 | VVISA INC | 476,442 | $167.1B | 5.91% | |
| 5 | UNPUNION PAC CORP | 687,298 | $159.0B | 5.62% | |
| 6 | NUNU HLDGS LTD | 9,180,592 | $153.7B | 5.43% | |
| 7 | DHRDANAHER CORPORATION | 662,517 | $151.7B | 5.36% | |
| 8 | CLHCLEAN HARBORS INC | 569,991 | $133.7B | 4.72% | |
| 9 | AYIACUITY INC | 370,529 | $133.4B | 4.72% | |
| 10 | METAMETA PLATFORMS INC | 191,932 | $126.7B | 4.48% | |
| 11 | CVNACARVANA CO | 292,552 | $123.5B | 4.36% | |
| 12 | CRSCARPENTER TECHNOLOGY CORP | 367,701 | $115.8B | 4.09% | |
| 13 | CRMSALESFORCE INC | 423,522 | $112.2B | 3.97% | |
| 14 | GOOGLALPHABET INC | 345,865 | $108.3B | 3.83% | |
| 15 | CMCSACOMCAST CORP NEW | 3,476,179 | $103.9B | 3.67% | |
| 16 | LUMNLUMEN TECHNOLOGIES INC | 11,167,585 | $86.8B | 3.07% | |
| 17 | APPAPPLOVIN CORP | 125,779 | $84.8B | 3.00% | |
| 18 | RHCRH PLC | 674,483 | $84.2B | 2.98% | |
| 19 | COFCAPITAL ONE FINL CORP | 340,394 | $82.5B | 2.92% | |
| 20 | PRMBPRIMO BRANDS CORPORATION | 5,019,898 | $82.1B | 2.90% | Call |
| 21 | MSFTMICROSOFT CORP | 147,424 | $71.3B | 2.52% | |
| 22 | INFYINFOSYS LTD | 2,709,445 | $48.3B | 1.71% | |
| 23 | UALUNITED AIRLS HLDGS INC | 412,889 | $46.2B | 1.63% | |
| 24 | PTCPTC INC | 234,407 | $40.8B | 1.44% | |
| 25 | NVDANVIDIA CORPORATION | 204,136 | $38.1B | 1.35% | |
| 26 | DLTRDOLLAR TREE INC | 223,700 | $27.5B | 0.97% | |
| 27 | PCORPROCORE TECHNOLOGIES INC | 250,000 | $18.2B | 0.64% | |
| 28 | PSKYPARAMOUNT SKYDANCE CORP | 323,000 | $4.3B | 0.15% |