Palestra Capital Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$3.03B
Signature - Title
Joseph Kharazishvili - CFO
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Palestra Capital Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Palestra Capital Management LLC reported 36 stock holdings with total value $3.03B as of Q3 2024. Top holdings included META, FLUT, CRM, INTU, and PFGC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 36 $3.03B +$1.03B -$751M +$282M META, FLUT, CRM, INTU, PFGC 13F-HR 11/14/2024, 04:10 PM
Q2 2024 33 $2.53B +$708M -$744M -$35.6M CRH, INTU, LYV, PTC, GOOGL 13F-HR 8/14/2024, 03:59 PM
Q1 2024 35 $2.61B +$739M -$461M +$277M CRM, META, GOOGL, DFS, CRH 13F-HR 5/15/2024, 08:32 AM
Q4 2023 24 $2.01B +$489M -$668M -$179M CRH, PTC, PGR, CRM, MSFT 13F-HR 2/14/2024, 04:00 PM
Q3 2023 23 $1.89B +$598M -$722M -$124M CRM, MSFT, PFGC, META, VMC 13F-HR 11/14/2023, 04:04 PM
Q2 2023 27 $2.02B +$491M -$570M -$78.7M MSFT, META, PFGC, CRM, PTC 13F-HR 8/14/2023, 04:10 PM
Q1 2023 23 $1.86B +$923M -$1.12B -$197M META, CRM, GOOGL, MSFT, V 13F-HR 5/15/2023, 04:00 PM
Q4 2022 17 $1.82B +$410M -$843M -$432M MSFT, GOOGL, V, META, WDAY 13F-HR 2/14/2023, 04:27 PM
Q3 2022 18 $2.13B +$1.02B -$708M +$307M MSFT, GOOGL, UNP, WDAY, V 13F-HR 11/14/2022, 09:55 AM
Q2 2022 19 $2.12B +$388M -$618M -$231M MSFT, DISH, AVTR, NSC, GOOGL 13F-HR 8/15/2022, 09:40 AM
Q1 2022 22 $3.2B +$933M -$922M +$11.8M DISH, AVTR, MSFT, VMC, WDAY 13F-HR 5/16/2022, 09:56 AM
Q4 2021 27 $3.43B +$1.2B -$2.41B -$1.2B DISH, AVTR, GOOGL, MSFT, FIS 13F-HR 2/14/2022, 09:45 AM
Q3 2021 31 $4.63B +$1.43B -$1.3B +$133M DISH, BFH, AVTR, FIS, WDAY 13F-HR 11/15/2021, 09:26 AM
Q2 2021 33 $4.6B +$1.3B -$1.7B -$401M DISH, BFH, AVTR, FIS, GOOGL 13F-HR 8/16/2021, 11:23 AM
Q1 2021 29 $4.7B +$1.36B -$1.99B -$627M MSFT, GOOGL, FIS, DISH, AVTR 13F-HR 5/17/2021, 01:14 PM
Q4 2020 29 $5.03B +$1.5B -$1.37B +$130M GOOGL, ATUS, DISH, FIS, MSFT 13F-HR 2/16/2021, 04:59 PM
Q3 2020 28 $4.26B +$1.79B -$1.71B +$86.9M ATUS, MSFT, DISH, FIS, GOOGL 13F-HR 11/16/2020, 11:49 AM
Q2 2020 25 $3.94B +$1.38B -$1.12B +$257M ATUS, FIS, CHTR, STZ, MSFT 13F-HR 8/14/2020, 01:27 PM
Q1 2020 26 $3.09B +$1.58B -$1.32B +$258M FIS, CHTR, LHX, AMZN, MSFT 13F-HR 5/15/2020, 12:49 PM
Q4 2019 22 $3.14B +$921M -$808M +$113M FIS, FLT, RTN, ATUS, CRM 13F-HR 2/14/2020, 02:45 PM
Q3 2019 21 $2.89B +$683M -$1.3B -$618M FIS, ATUS, RTN, NSC, FLT 13F-HR 11/14/2019, 11:16 AM
Q2 2019 25 $3.44B +$997M -$881M +$117M ATUS, CMCSA, FLT, BA, UNP 13F-HR 8/14/2019, 10:46 AM
Q1 2019 24 $3.06B +$1.48B -$831M +$645M WP, FLT, GOOGL, BKI, TMUS Restatement 8/8/2019, 09:57 AM
Q4 2018 19 $2.08B +$957M -$813M +$145M TMUS, GOOGL, FDC, MSFT, FLT 13F-HR 2/14/2019, 12:34 PM
Q3 2018 19 $2.16B +$596M -$823M -$227M TMUS, MSFT, CMCSA, GOOGL, BABA 13F-HR 11/14/2018, 10:59 AM
Q2 2018 24 $2.29B +$699M -$291M +$408M CMCSA, FDC, DWDP, QSR, MHK 13F-HR 8/14/2018, 10:52 AM
Q1 2018 19 $1.8B +$679M -$635M +$43.9M DWDP, MSFT, CMCSA, FDC, MHK 13F-HR 5/15/2018, 11:53 AM
Q4 2017 21 $1.78B +$585M -$494M +$90.6M CMCSA, DWDP, TMUS, GOOGL, FLT 13F-HR 2/14/2018, 10:17 AM
Q3 2017 23 $1.61B +$604M -$379M +$225M CMCSA, DWDP, QSR, FLT, MHK 13F-HR 11/14/2017, 09:07 AM
Q2 2017 23 $1.3B +$430M -$525M -$94.9M FLT, MHK, FMC, PTC, PX 13F-HR 8/14/2017, 08:56 AM
Q1 2017 22 $1.32B +$374M -$278M +$96.4M PX, PTC, MHK, V, SHW 13F-HR 5/15/2017, 12:41 PM
Q4 2016 21 $1.11B +$428M -$387M +$40.8M PTC, TTWO, GOOGL, FIS, SHW 13F-HR 2/14/2017, 07:49 AM
Q3 2016 22 $1.05B +$319M -$585M -$267M FIS, PTC, SHW, SSNC, MHK 13F-HR 11/14/2016, 08:01 AM
Q2 2016 24 $1.21B +$657M -$495M +$163M NWL, FIS, CHTR, MHK, MON 13F-HR 8/15/2016, 07:14 AM
Q1 2016 24 $1.03B +$518M -$340M +$178M FIS, NWL, CHTR, MHK, MON 13F-HR 5/16/2016, 09:06 AM
Q4 2015 21 $864M +$175M -$408M -$234M MCD, KAR, GOOG, MHK, MON 13F-HR 2/16/2016, 07:54 AM
Q3 2015 24 $1.04B +$308M -$226M +$82.7M GOOG, MHK, SSNC, MHFI, DLTR 13F-HR 11/16/2015, 08:48 AM
Q2 2015 23 $1.02B +$243M -$334M -$91.4M SSNC, BIDU, MHK, KAR, PTC 13F-HR 8/14/2015, 08:38 AM
Q1 2015 28 $1.14B +$444M -$503M -$59.2M MON, LAD, MHK, KAR, LBTYK 13F-HR 5/15/2015, 07:30 AM
Q4 2014 29 $1.15B +$457M -$496M -$38.7M CHTR, LPLA, MHK, LBTYA, SEE 13F-HR 2/17/2015, 07:53 AM
Q3 2014 30 $1.14B +$433M -$368M +$65.3M MHFI, SEMG, AAP, MHK, BIDU 13F-HR 11/14/2014, 08:04 AM
Q2 2014 27 $1.08B +$487M -$231M +$256M MHFI, SEMG, MON, AAP, ALLE 13F-HR 8/14/2014, 08:53 AM
Q1 2014 28 $779M +$474M -$169M +$305M KAR, MHFI, SEMG, ALLE, CMCSA 13F-HR 5/15/2014, 08:55 AM
Q4 2013 25 $471M $0 $0 KAR, SEMG, HUN, MHFI, STZ 13F-HR 2/14/2014, 07:51 AM