Notify me when Palestra Capital Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 28 | $2,811,991,409 | +$1,047,914,703 | -$1,341,040,340 | -$293,125,637 | HSIC, AMZN, LIN, V, UNP | 13F-HR | 17 Feb 2026, 16:11 |
| Q3 2025 | 27 | $3,048,034,770 | +$790,588,594 | -$1,241,143,840 | -$450,555,246 | HSIC, MSFT, AMZN, COF, SN | 13F-HR | 14 Nov 2025, 16:05 |
| Q2 2025 | 30 | $3,376,554,563 | +$1,207,665,953 | -$735,401,796 | +$472,264,157 | META, HSIC, PRMB, PTC, ANSS | 13F-HR | 14 Aug 2025, 16:05 |
| Q1 2025 | 25 | $2,480,858,998 | +$280,230,478 | -$1,294,164,670 | -$1,013,934,192 | HSIC, META, PTC, FLUT, COF | 13F-HR | 15 May 2025, 16:20 |
| Q4 2024 | 36 | $3,649,355,764 | +$940,604,739 | -$541,410,525 | +$399,194,214 | META, CRM, HSIC, SN, FLUT | 13F-HR | 14 Feb 2025, 17:06 |
| Q3 2024 | 36 | $3,031,962,322 | +$1,032,761,721 | -$750,966,136 | +$281,795,585 | META, FLUT, CRM, INTU, PFGC | 13F-HR | 14 Nov 2024, 16:10 |
| Q2 2024 | 33 | $2,534,128,088 | +$708,307,855 | -$743,922,255 | -$35,614,400 | CRH, INTU, LYV, PTC, GOOGL | 13F-HR | 14 Aug 2024, 15:59 |
| Q1 2024 | 35 | $2,607,178,343 | +$738,592,331 | -$461,250,585 | +$277,341,746 | CRM, META, GOOGL, DFS, CRH | 13F-HR | 15 May 2024, 08:32 |
| Q4 2023 | 24 | $2,013,805,717 | +$489,213,863 | -$668,286,758 | -$179,072,895 | CRH, PTC, PGR, CRM, MSFT | 13F-HR | 14 Feb 2024, 16:00 |
| Q3 2023 | 23 | $1,894,719,502 | +$598,132,434 | -$721,822,773 | -$123,690,339 | CRM, MSFT, PFGC, META, VMC | 13F-HR | 14 Nov 2023, 16:04 |
| Q2 2023 | 27 | $2,024,666,929 | +$491,030,690 | -$569,697,435 | -$78,666,745 | MSFT, META, PFGC, CRM, PTC | 13F-HR | 14 Aug 2023, 16:10 |
| Q1 2023 | 23 | $1,860,738,351 | +$923,090,655 | -$1,120,572,709 | -$197,482,054 | META, CRM, GOOGL, MSFT, V | 13F-HR | 15 May 2023, 16:00 |
| Q4 2022 | 17 | $1,821,326,027 | +$410,253,179 | -$842,745,007 | -$432,491,828 | MSFT, GOOGL, V, META, WDAY | 13F-HR | 14 Feb 2023, 16:27 |
| Q3 2022 | 18 | $2,125,678,000 | +$1,015,217,859 | -$708,246,242 | +$306,971,617 | MSFT, GOOGL, UNP, WDAY, V | 13F-HR | 14 Nov 2022, 09:55 |
| Q2 2022 | 19 | $2,115,125,000 | +$387,611,115 | -$618,180,632 | -$230,569,517 | MSFT, DISH, AVTR, NSC, GOOGL | 13F-HR | 15 Aug 2022, 09:40 |
| Q1 2022 | 22 | $3,203,730,000 | +$933,492,183 | -$921,737,912 | +$11,754,271 | DISH, AVTR, MSFT, VMC, WDAY | 13F-HR | 16 May 2022, 09:56 |
| Q4 2021 | 27 | $3,430,514,000 | +$1,203,539,044 | -$2,405,731,036 | -$1,202,191,992 | DISH, AVTR, GOOGL, MSFT, FIS | 13F-HR | 14 Feb 2022, 09:45 |
| Q3 2021 | 31 | $4,629,033,000 | +$1,431,701,198 | -$1,299,136,231 | +$132,564,967 | DISH, BFH, AVTR, FIS, WDAY | 13F-HR | 15 Nov 2021, 09:26 |
| Q2 2021 | 33 | $4,602,419,000 | +$1,301,413,832 | -$1,702,018,839 | -$400,605,007 | DISH, BFH, AVTR, FIS, GOOGL | 13F-HR | 16 Aug 2021, 11:23 |
| Q1 2021 | 29 | $4,699,082,000 | +$1,362,072,488 | -$1,989,141,434 | -$627,068,946 | MSFT, GOOGL, FIS, DISH, AVTR | 13F-HR | 17 May 2021, 13:14 |
| Q4 2020 | 29 | $5,030,066,000 | +$1,502,095,172 | -$1,371,725,211 | +$130,369,961 | GOOGL, ATUS, DISH, FIS, MSFT | 13F-HR | 16 Feb 2021, 16:59 |
| Q3 2020 | 28 | $4,256,852,000 | +$1,793,759,129 | -$1,706,863,626 | +$86,895,503 | ATUS, MSFT, DISH, FIS, GOOGL | 13F-HR | 16 Nov 2020, 11:49 |
| Q2 2020 | 25 | $3,940,821,000 | +$1,375,435,790 | -$1,118,540,922 | +$256,894,868 | ATUS, FIS, CHTR, STZ, MSFT | 13F-HR | 14 Aug 2020, 13:27 |
| Q1 2020 | 26 | $3,085,984,000 | +$1,582,132,050 | -$1,323,860,395 | +$258,271,655 | FIS, CHTR, LHX, AMZN, MSFT | 13F-HR | 15 May 2020, 12:49 |
| Q4 2019 | 22 | $3,143,826,000 | +$920,995,866 | -$807,588,797 | +$113,407,069 | FIS, FLT, RTN, ATUS, CRM | 13F-HR | 14 Feb 2020, 14:45 |
| Q3 2019 | 21 | $2,889,974,000 | +$682,738,352 | -$1,300,585,840 | -$617,847,488 | FIS, ATUS, RTN, NSC, FLT | 13F-HR | 14 Nov 2019, 11:16 |
| Q2 2019 | 25 | $3,441,572,000 | +$997,178,033 | -$880,510,254 | +$116,667,779 | ATUS, CMCSA, FLT, BA, UNP | 13F-HR | 14 Aug 2019, 10:46 |
| Q1 2019 | 24 | $3,055,302,000 | +$1,475,677,620 | -$830,540,230 | +$645,137,390 | WP, FLT, GOOGL, BKI, TMUS | Restatement | 08 Aug 2019, 09:57 |
| Q4 2018 | 19 | $2,083,445,000 | +$957,325,110 | -$812,763,839 | +$144,561,271 | TMUS, GOOGL, FDC, MSFT, FLT | 13F-HR | 14 Feb 2019, 12:34 |
| Q3 2018 | 19 | $2,160,126,000 | +$596,373,537 | -$823,323,464 | -$226,949,927 | TMUS, MSFT, CMCSA, GOOGL, BABA | 13F-HR | 14 Nov 2018, 10:59 |
| Q2 2018 | 24 | $2,287,167,000 | +$699,043,362 | -$290,761,799 | +$408,281,563 | CMCSA, FDC, DWDP, QSR, MHK | 13F-HR | 14 Aug 2018, 10:52 |
| Q1 2018 | 19 | $1,804,722,000 | +$679,142,568 | -$635,210,740 | +$43,931,828 | DWDP, MSFT, CMCSA, FDC, MHK | 13F-HR | 15 May 2018, 11:53 |
| Q4 2017 | 21 | $1,784,459,000 | +$584,622,611 | -$494,000,054 | +$90,622,557 | CMCSA, DWDP, TMUS, GOOGL, FLT | 13F-HR | 14 Feb 2018, 10:17 |
| Q3 2017 | 23 | $1,612,656,000 | +$603,907,961 | -$379,176,498 | +$224,731,463 | CMCSA, DWDP, QSR, FLT, MHK | 13F-HR | 14 Nov 2017, 09:07 |
| Q2 2017 | 23 | $1,300,992,000 | +$430,455,910 | -$525,385,190 | -$94,929,280 | FLT, MHK, FMC, PTC, PX | 13F-HR | 14 Aug 2017, 08:56 |
| Q1 2017 | 22 | $1,320,052,000 | +$374,002,114 | -$277,639,695 | +$96,362,419 | PX, PTC, MHK, V, SHW | 13F-HR | 15 May 2017, 12:41 |
| Q4 2016 | 21 | $1,108,422,000 | +$427,645,393 | -$386,814,424 | +$40,830,969 | PTC, TTWO, GOOGL, FIS, SHW | 13F-HR | 14 Feb 2017, 07:49 |
| Q3 2016 | 22 | $1,051,708,000 | +$318,684,714 | -$585,454,740 | -$266,770,026 | FIS, PTC, SHW, SSNC, MHK | 13F-HR | 14 Nov 2016, 08:01 |
| Q2 2016 | 24 | $1,208,193,000 | +$657,218,568 | -$494,624,626 | +$162,593,942 | NWL, FIS, CHTR, MHK, MON | 13F-HR | 15 Aug 2016, 07:14 |
| Q1 2016 | 24 | $1,029,091,000 | +$517,768,984 | -$340,158,349 | +$177,610,635 | FIS, NWL, CHTR, MHK, MON | 13F-HR | 16 May 2016, 09:06 |
| Q4 2015 | 21 | $863,631,000 | +$174,514,007 | -$408,212,241 | -$233,698,234 | MCD, KAR, GOOG, MHK, MON | 13F-HR | 16 Feb 2016, 07:54 |
| Q3 2015 | 24 | $1,037,251,000 | +$308,306,328 | -$225,601,969 | +$82,704,359 | GOOG, MHK, SSNC, MHFI, DLTR | 13F-HR | 16 Nov 2015, 08:48 |
| Q2 2015 | 23 | $1,023,851,000 | +$243,002,462 | -$334,432,416 | -$91,429,954 | SSNC, BIDU, MHK, KAR, PTC | 13F-HR | 14 Aug 2015, 08:38 |
| Q1 2015 | 28 | $1,137,593,000 | +$444,230,747 | -$503,428,774 | -$59,198,027 | MON, LAD, MHK, KAR, LBTYK | 13F-HR | 15 May 2015, 07:30 |
| Q4 2014 | 29 | $1,145,890,000 | +$457,284,629 | -$495,988,420 | -$38,703,791 | CHTR, LPLA, MHK, LBTYA, SEE | 13F-HR | 17 Feb 2015, 07:53 |
| Q3 2014 | 30 | $1,138,546,000 | +$432,871,550 | -$367,531,965 | +$65,339,585 | MHFI, SEMG, AAP, MHK, BIDU | 13F-HR | 14 Nov 2014, 08:04 |
| Q2 2014 | 27 | $1,076,637,000 | +$486,890,396 | -$230,973,721 | +$255,916,675 | MHFI, SEMG, MON, AAP, ALLE | 13F-HR | 14 Aug 2014, 08:53 |
| Q1 2014 | 28 | $778,833,000 | +$474,332,563 | -$169,138,233 | +$305,194,330 | KAR, MHFI, SEMG, ALLE, CMCSA | 13F-HR | 15 May 2014, 08:55 |
| Q4 2013 | 25 | $471,314,000 | $0 | $0 | $0 | KAR, SEMG, HUN, MHFI, STZ | 13F-HR | 14 Feb 2014, 07:51 |