Stock Taper 
PALESTRA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 41.31K | $19.73M |
 Microsoft Corporation | MSFT | 77.66K | $28.97M |
 Alphabet Inc. | GOOGL | 174.22K | $62.26M |
 Advanced Micro Devices, Inc. | AMD | 237.96K | $138.23M |
 Visa Inc. | V | 324.57K | $111.36M |
 Seagate Technology Holdings plc | STX | 386.12K | $372.61M |
 Lam Research Corporation | LRCX | 388.89K | $168.52M |
 NVIDIA Corporation | NVDA | 390.32K | $78.1M |
 Spotify Technology S.A. | SPOT | 403.16K | $185.1M |
 Linde plc | LIN | 436.86K | $226.7M |
 TTM Technologies, Inc. | TTMI | 562.58K | $105.21M |
 Analog Devices, Inc. | ADI | 566.95K | $225.17M |
 Union Pacific Corporation | UNP | 762.47K | $207.39M |
 Carvana Co. | CVNA | 795.63K | $52.37M |
 Amazon.com, Inc. | AMZN | 942.73K | $224.69M |
 Paramount Skydance Corporation Class B Common Stock | PSKY | 1.3M | $12.8M |
 Henry Schein, Inc. | HSIC | 2.45M | $204.35M |
 James Hardie Industries plc | JHX | 4.13M | $108.14M |
 Primo Brands Corporation | PRMB | 4.6M | $112.53M |
 Coupang, Inc. | CPNG | 6.77M | $117.62M |