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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: $2.95 B

Last 13-F Filed: Q2 2026

Concentration in top 10: 72.57%

Stock	Company	Change in Shares	% Change	Source
AMAT	APPLIED MATLS INC	-286,566	Exited	13F
APP	APPLOVIN CORP	-125,779	Exited	13F
DHR	DANAHER CORP DEL	-677,750	Exited	13F
PTC	PTC INC	-890,595	Exited	13F
PRMB	PRIMO BRANDS CORPORATION (Call)	-1,022,400	Exited	13F
ROKU	ROKU INC	-53,189	Exited	13F
CRM	SALESFORCE INC	-116,527	Exited	13F