Institutional Fund
Palestra Capital Management LLC
New York, NYCIK 15687885 filings on record
Portfolio Value
$2.55B
Q1 2026
Holdings
22
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-9.5%
from $2.81B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Henry Schein Inc9.9%
- Visa Inc8.9%
- Union Pac Corp6.9%
- Linde PLC6.9%
- Primo Brands Corporation6.7%
- Alphabet Inc6.7%
- Other54.1%
Portfolio Holdings
22 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Henry Schein Inc | 3.41M | $251.51M | 9.9% | +1.03M | Added |
| 2 | Visa Inc | 751.5K | $227.14M | 8.9% | +275.1K | Added |
| 3 | Union Pac Corp | 723.9K | $175.63M | 6.9% | +36.6K | Added |
| 4 | Linde PLC | 352.9K | $174.97M | 6.9% | −48.6K | Reduced |
| 5 | Primo Brands Corporation | 9.05M | $170.41M | 6.7% | +5.05M | Added |
| 6 | Alphabet Inc | 590.6K | $169.84M | 6.7% | +244.8K | Added |
| 7 | Spotify Technology S A | 347.9K | $168.72M | 6.6% | +347.9K | New |
| 8 | Nu Hldgs Ltd | 11.12M | $159.83M | 6.3% | +1.94M | Added |
| 9 | Analog Devices Inc | 489.1K | $155.62M | 6.1% | +489.1K | New |
| 10 | Danaher Corporation | 677.8K | $128.50M | 5.0% | +15.2K | Added |
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