PALESTRA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 11.12M | $159.83M |
 | PRMB | 9.05M | $170.41M |
 | CPNG | 6.07M | $114.64M |
 | HSIC | 3.41M | $251.51M |
 | PSKY | 1.30M | $11.71M |
 | PTC | 891K | $126.90M |
 | V | 752K | $227.14M |
 | UNP | 724K | $175.63M |
 | DHR | 678K | $128.50M |
 | GOOGL | 591K | $169.84M |
 | ADI | 489K | $155.62M |
 | CVNA | 398K | $125.13M |
 | LIN | 353K | $174.97M |
 | SPOT | 348K | $168.72M |
 | STX | 294K | $115.18M |
 | AMAT | 287K | $97.95M |
 | NVDA | 183K | $31.86M |
 | AMZN | 167K | $34.73M |
 | APP | 126K | $50.06M |
 | CRM | 117K | $21.75M |
Nu Holdings Ltd.
NU
Shares Held
11.12M
Value
$159.83M
Primo Brands Corporation
PRMB
Shares Held
9.05M
Value
$170.41M
Coupang, Inc.
CPNG
Shares Held
6.07M
Value
$114.64M
Henry Schein, Inc.
HSIC
Shares Held
3.41M
Value
$251.51M
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
1.30M
Value
$11.71M
PTC Inc.
PTC
Shares Held
891K
Value
$126.90M
Visa Inc.
V
Shares Held
752K
Value
$227.14M
Union Pacific Corporation
UNP
Shares Held
724K
Value
$175.63M
Danaher Corporation
DHR
Shares Held
678K
Value
$128.50M
Alphabet Inc.
GOOGL
Shares Held
591K
Value
$169.84M
Analog Devices, Inc.
ADI
Shares Held
489K
Value
$155.62M
Carvana Co.
CVNA
Shares Held
398K
Value
$125.13M
Linde plc
LIN
Shares Held
353K
Value
$174.97M
Spotify Technology S.A.
SPOT
Shares Held
348K
Value
$168.72M
Seagate Technology Holdings plc
STX
Shares Held
294K
Value
$115.18M
Applied Materials, Inc.
AMAT
Shares Held
287K
Value
$97.95M
NVIDIA Corporation
NVDA
Shares Held
183K
Value
$31.86M
Amazon.com, Inc.
AMZN
Shares Held
167K
Value
$34.73M
AppLovin Corporation
APP
Shares Held
126K
Value
$50.06M
Salesforce, Inc.
CRM
Shares Held
117K
Value
$21.75M