×

Subscribe Today

Get our free articles delivered directly to your email!

Continue reading

PALESTRA CAPITAL MANAGEMENT LLC

AUM: $3.85 B
13-F Portfolio Value: $2.68 B
Last 13-F Filed: Q1 2024
Concentration in top 10: 47.93%
Filter by:
Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
CRMSALESFORCE INC6.51%579,892$174,651,87385,40617.27%$301.1813F
METAMETA PLATFORMS INC6.14%339,451$164,830,61799,72241.6%$485.5813F
GOOGLALPHABET INC5.05%897,716$135,492,276226,73433.79%$150.9313F
DFSDISCOVER FINL SVCS4.5%921,858$120,846,365189,03425.8%$131.0913F
CRHCRH PLC4.45%1,384,827$119,455,177-718,462-34.16%$86.2613F
ALLALLSTATE CORP4.32%669,686$115,862,37572,73712.18%$173.0113F
LWLAMB WESTON HLDGS INC4.29%1,081,819$115,246,1781,081,819New$106.5313F
PTCPTC INC4.24%602,831$113,898,889-174,481-22.45%$188.9413F
MSFTMICROSOFT CORP4.23%269,942$113,569,998-48,238-15.16%$420.7213F
STZCONSTELLATION BRANDS INC4.2%414,990$112,777,68270,85320.59%$271.7613F
AMZNAMAZON COM INC3.98%592,737$106,917,900-90,410-13.23%$180.3813F
VVISA INC3.93%377,878$105,458,192-36,961-8.91%$279.0813F
PFGCPERFORMANCE FOOD GROUP CO3.67%1,321,515$98,637,880-80,128-5.72%$74.6413F
INTCINTEL CORP3.6%2,186,523$96,578,7212,186,523New$44.1713F
TAT&T INC3.57%5,451,491$95,946,2422,972,343119.89%$17.613F
AERAERCAP HOLDINGS NV3.39%1,046,495$90,950,88023,5252.3%$86.9113F
GEGENERAL ELECTRIC CO3.29%503,737$88,420,956-347,194-40.8%$175.5313F
PGRPROGRESSIVE CORP2.99%387,815$80,207,898-454,332-53.95%$206.8213F
LYVLIVE NATION ENTERTAINMENT IN2.9%735,681$77,812,979735,681New$105.7713F
GOOGLALPHABET INC (Call)2.89%514,700$77,683,671514,700New$150.9313F
APOAPOLLO GLOBAL MGMT INC2.79%665,406$74,824,905665,406New$112.4513F
BKNGBOOKING HOLDINGS INC2.54%18,825$68,294,84118,825New$3627.8813F
HLTHILTON WORLDWIDE HLDGS INC2.46%310,190$66,166,629-123,326-28.45%$213.3113F
VMCVULCAN MATLS CO2.16%212,800$58,077,376-219,247-50.75%$272.9213F
INTUINTUIT2.04%84,322$54,809,300-11,043-11.58%$65013F
CHTRCHARTER COMMUNICATIONS INC N1.17%108,200$31,446,16626,50032.44%$290.6313F
DLTRDOLLAR TREE INC1.11%223,700$29,785,655No Change$133.1513F
ASMLASML HOLDING N V1.1%30,475$29,575,07330,475New$970.4713F
LUMNLUMEN TECHNOLOGIES INC0.65%11,167,585$17,421,433No Change$1.5613F
NVDANVIDIA CORPORATION0.56%16,650$15,044,27416,650New$903.5613F
CDNSCADENCE DESIGN SYSTEM INC0.43%36,863$11,474,71536,863New$311.2813F
SATSECHOSTAR CORP0.38%717,139$10,219,231717,139New$14.2513F
AMDADVANCED MICRO DEVICES INC0.2%29,853$5,388,16829,853New$180.4913F
SHWSHERWIN WILLIAMS CO0.14%11,113$3,859,87811,113New$347.3313F
LPLALPL FINL HLDGS INC0.08%8,200$2,166,4408,200New$264.213F
MCOMOODYS CORP0.04%2,700$1,061,1812,700New$393.0313F
DISHDISH NETWORK CORPORATION-2,043,850Exited13F
TSMTAIWAN SEMICONDUCTOR MFG LTD-513,351Exited13F