account_balance
Investment manager · 13F filer · SEC CIK 1568788
Palestra Capital Management LLC
Reported value$2.95Bas of Jun 30, 2026
Positions21 5 new, 6 sold out
Top 10 weight72.6%STX alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
STXSeagate Technology Hldngs Pl
12.6%Added +31%
LINLinde PLC
7.7%Added +24%
ADIAnalog Devices Inc
7.6%Added +16%
AMZNAmazon Com Inc
7.6%Added +465%
UNPUnion Pac Corp
7.0%Added +5%
HSICSchein Henry Inc
6.9%Trimmed −28%
NUNu Hldgs Ltd
6.4%Added +26%
SPOTSpotify Technology S A
6.3%Added +16%
LRCXLam Research Corp
5.7%New
AMDAdvanced Micro Devices Inc
4.7%New
CPNGCoupang Inc
4.0%Added +12%
PRMBPrimo Brands Corporation
3.8%Trimmed −49%
STXSeagate Technology Hldngs Pl
12.6%Added +31%
LIN7.7%ADI7.6%AMZNAmazon Com Inc
7.6%Added +465%
UNPUnion Pac Corp
7.0%Added +5%
HSICSchein Henry Inc
6.9%Trimmed −28%
NU6.4%SPOT6.3%LRCX5.7%AMD4.7%CPNG4.0%PRMB3.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
STX Seagate Technology Hldngs Pl 12.6% Added +31%LIN Linde PLC 7.7% Added +24%ADI Analog Devices Inc 7.6% Added +16%AMZN Amazon Com Inc 7.6% Added +465%UNP Union Pac Corp 7.0% Added +5%HSIC Schein Henry Inc 6.9% Trimmed −28%NU Nu Hldgs Ltd 6.4% Added +26%SPOT Spotify Technology S A 6.3% Added +16%LRCX Lam Research Corp 5.7% NewAMD Advanced Micro Devices Inc 4.7% NewCPNG Coupang Inc 4.0% Added +12%PRMB Primo Brands Corporation 3.8% Trimmed −49%
What changed