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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: $2.57 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 69.49%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
APP	APPLOVIN CORP	1.95%	125,779	$50,060,042		No Change	$398	13F
PRMB	PRIMO BRANDS CORPORATION (Call)	0.75%	1,022,400	$19,251,792		No Change	$18.83	13F