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Gurus
Growth At A Reasonable Price
PALESTRA CAPITAL MANAGEMENT LLC (Data extracted from 13F, 13D, 13G and Form 4)

PALESTRA CAPITAL MANAGEMENT LLC

AUM: $4.48 B

13-F Portfolio Value: $3.44 B

Last 13-F Filed: Q2 2025

Concentration in top 10: 53.49%

Stock	Company	Change in Shares	% Change	Source
APO	APOLLO GLOBAL MGMT INC	-470,278	Exited	13F
LPX	LOUISIANA PAC CORP	-911,621	Exited	13F
SNPS	SYNOPSYS INC	-78,408	Exited	13F