Palestra Capital Management LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
New York, NY
CIK
0001568788
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 33 2,534,128 CRH, INTU, LYV, PTC 13F-HR 8/14/2024 000117266124003510
Q1 2024 36 2,684,862 CRM, META, GOOGL, DFS 13F-HR 5/15/2024 000117266124002321
Q4 2023 24 2,013,805 CRH, PTC, PGR, CRM 13F-HR 2/14/2024 000117266124001418
Q3 2023 23 1,894,719 CRM, MSFT, PFGC, META 13F-HR 11/14/2023 000117266123003990
Q2 2023 27 2,024,666 MSFT, META, PFGC, CRM 13F-HR 8/14/2023 000117266123003143
Q1 2023 23 1,860,738 META, CRM, GOOGL, MSFT 13F-HR 5/15/2023 000117266123002276
Q4 2022 17 1,821,326 MSFT, GOOGL, V, META 13F-HR 2/14/2023 000117266123001341
Q3 2022 18 2,125,678 MSFT, GOOGL, UNP, WDAY 13F-HR 11/14/2022 000117266122002386
Q2 2022 19 2,115,125 MSFT, DISH, AVTR, NSC 13F-HR 8/15/2022 000117266122001858
Q1 2022 23 3,211,089 DISH, AVTR, MSFT, VMC 13F-HR 5/16/2022 000117266122001353
Q4 2021 28 3,454,276 DISH, AVTR, GOOGL, MSFT 13F-HR 2/14/2022 000117266122000436
Q3 2021 33 4,711,171 DISH, BFH, AVTR, FIS 13F-HR 11/15/2021 000117266121002188
Q2 2021 35 4,644,202 DISH, BFH, AVTR, FIS 13F-HR 8/16/2021 000117266121001709
Q1 2021 31 4,764,522 MSFT, GOOGL, FIS, DISH 13F-HR 5/17/2021 000117266121001262
Q4 2020 30 5,078,576 GOOGL, ATUS, DISH, FIS 13F-HR 2/16/2021 000117266121000812
Q3 2020 29 4,297,494 ATUS, MSFT, DISH, FIS 13F-HR 11/16/2020 000117266120002201
Q2 2020 26 3,989,135 ATUS, FIS, CHTR, STZ 13F-HR 8/14/2020 000117266120001803
Q1 2020 26 3,085,984 FIS, CHTR, LHX, AMZN 13F-HR 5/15/2020 000117266120001326
Q4 2019 23 3,362,085 FIS, BA calls, FLT, RTN 13F-HR 2/14/2020 000117266120000758
Q3 2019 22 3,030,748 FIS, ATUS, RTN, NSC 13F-HR 11/14/2019 000117266119002285
Q2 2019 25 3,441,572 ATUS, CMCSA, FLT, BA 13F-HR 8/14/2019 000117266119001798
Q1 2019 24 3,055,302 WP, FLT, GOOGL, BKI RESTATEMENT 8/8/2019 000117266119001634
Q4 2018 19 2,083,445 TMUS, GOOGL, FIRST DATA CORP NEW, MSFT 13F-HR 2/14/2019 000117266119000685
Q3 2018 19 2,160,126 TMUS, MSFT, CMCSA, GOOGL 13F-HR 11/14/2018 000117266118002106
Q2 2018 24 2,287,167 CMCSA, FIRST DATA CORP NEW, DD, QSR 13F-HR 8/14/2018 000117266118001609
Q1 2018 19 1,804,722 DD, MSFT, CMCSA, FIRST DATA CORP NEW 13F-HR 5/15/2018 000117266118001195
Q4 2017 21 1,784,459 CMCSA, DD, TMUS, GOOGL 13F-HR 2/14/2018 000117266118000656
Q3 2017 23 1,612,656 CMCSA, DD, QSR, FLT 13F-HR 11/14/2017 000117266117002047
Q2 2017 23 1,300,992 FLT, MHK, FMC, PTC 13F-HR 8/14/2017 000117266117001646
Q1 2017 22 1,320,052 PX, PTC, MHK, V 13F-HR 5/15/2017 000117266117001150
Q4 2016 22 1,779,012 SPY puts, PTC, TTWO, GOOGL 13F-HR 2/14/2017 000117266117000638
Q3 2016 22 1,051,708 FIS, PTC, SHW, SSNC 13F-HR 11/14/2016 000117266116004254
Q2 2016 25 1,245,321 NWL, FIS, CHTR, MHK 13F-HR 8/15/2016 000117266116003809
Q1 2016 25 1,056,676 FIS, NWL, LBRDA, MHK 13F-HR 5/16/2016 000117266116003360
Q4 2015 21 863,631 MCD, KAR, GOOG, MHK 13F-HR 2/16/2016 000117266116002781
Q3 2015 24 1,037,251 GOOG, MHK, SSNC, SPGI 13F-HR 11/16/2015 000117266115002010
Q2 2015 23 1,023,851 SSNC, BIDU, MHK, KAR 13F-HR 8/14/2015 000117266115001565
Q1 2015 28 1,137,593 MON, LAD, MHK, KAR 13F-HR 5/15/2015 000117266115001135
Q4 2014 29 1,145,890 LBRDA, LPLA, MHK, LBTYA 13F-HR 2/17/2015 000117266115000549
Q3 2014 32 1,171,330 SPGI, SEMG, AAP, MHK 13F-HR 11/14/2014 000117266114001801
Q2 2014 31 1,212,177 SPGI, APC calls, SEMG, MON 13F-HR 8/14/2014 000117266114001430
Q1 2014 28 778,833 KAR, SPGI, SEMG, ALLE 13F-HR 5/15/2014 000117266114001061
Q4 2013 27 486,509 KAR, SEMG, HUN, SPGI 13F-HR 2/14/2014 000117266114000573
Additional filings from Palestra Capital Management LLC that have since been restated