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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	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
MSFT	MICROSOFT CORP	0.98%	77,662	$28,969,479		No Change	$373.02	13F
PSKY	PARAMOUNT SKYDANCE CORP	0.43%	1,298,000	$12,798,280		No Change	$9.86	13F