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PALESTRA CAPITAL MANAGEMENT LLC
PALESTRA CAPITAL MANAGEMENT LLC
Latest filing: 2026-06-30
PALESTRA CAPITAL MANAGEMENT LLC runs PALESTRA CAPITAL MANAGEMENT LLC and currently holds 21 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $2.95B. Their top holdings are STX, LIN, ADI, AMZN, UNP. The top five represent 42.6% of reported portfolio weight. PALESTRA CAPITAL MANAGEMENT LLC ranks #406 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PALESTRA CAPITAL MANAGEMENT LLC initiated 5 new positions. They added to 10 existing positions. They trimmed 4 positions. Their current best-performing preview position is STX with returns of +146.32%.
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21 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 STX SEAGATE TECHNOLOGY HLDNGS PL | 12.63% | $528.53 | $850.00 | +60.82% | Added +31.33% |
 LIN LINDE PLC | 7.69% | $444.17 | $487.57 | +9.77% | Added +23.78% |
 ADI ANALOG DEVICES INC | 7.63% | $328.99 | $373.09 | +13.40% | Added +15.91% |
 AMZN AMAZON COM INC | 7.62% | $235.05 | $258.63 | +10.03% | Added +465.39% |
 UNP UNION PAC CORP | 7.03% | $237.51 | $308.10 | +29.72% | Added +5.33% |
 HSIC SCHEIN HENRY INC | 6.93% | $70.04 | $88.50 | +26.36% | Trimmed -28.31% |
 NU NU HLDGS LTD | 6.36% | $15.27 | $14.58 | -4.55% | Added +26.20% |
 SPOT SPOTIFY TECHNOLOGY S A | 6.28% | $481.38 | $533.36 | +10.80% | Added +15.87% |
 LRCX LAM RESEARCH CORP | 5.71% | $433.33 | $314.00 | -27.54% | New Buy |
 AMD ADVANCED MICRO DEVICES INC | 4.69% | $580.91 | $473.25 | -18.53% | New Buy |
Showing 1-10 of 21