Palestra Capital Management LLC Portfolio Holdings

Palestra Capital Management LLC

  • $2.57 Billion
  • Q3 2024

Palestra Capital Management LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.57 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $220M, Salesforce, Inc. with a value of $192M, Intuit Inc with a value of $168M, Performance Food Group CO with a value of $146M, and Ptc Inc. with a value of $141M.

Examining the 13F form we can see an increase of $232M in the current position value, from $2.34B to 2.57B.

Palestra Capital Management LLC is based out at New York, NY

Below you can find more details about Palestra Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.57 Billion
Technology: $699 Million
Communication Services: $541 Million
Consumer Cyclical: $346 Million
Financial Services: $344 Million
Industrials: $328 Million
Consumer Defensive: $162 Million
Utilities: $63.7 Million
Basic Materials: $53.2 Million
Other: $33.9 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.9 Million 1.32% of portfolio
995,924
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $2.57 Billion
  • Prior Value $2.34 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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