$2.02 Billion is the total value of Palestra Capital Management LLC's 27 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 32 | Q2 2024 | 10.9% |
| ALPHABET INC | 32 | Q2 2024 | 10.1% |
| PTC INC | 24 | Q2 2024 | 7.4% |
| FIDELITY NATL INFORMATION SV | 19 | Q4 2022 | 8.7% |
| MOHAWK INDS INC | 18 | Q3 2018 | 7.3% |
| VULCAN MATLS CO | 16 | Q2 2024 | 7.5% |
| HILTON WORLDWIDE HLDGS INC | 16 | Q2 2024 | 6.5% |
| FLEETCOR TECHNOLOGIES INC | 15 | Q4 2020 | 7.8% |
| VISA INC | 15 | Q2 2024 | 8.3% |
| AMAZON COM INC | 15 | Q2 2024 | 6.9% |
View Palestra Capital Management LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| CONX Corp.Sold out | February 14, 2022 | 0 | 0.0% |
| Green Thumb Industries Inc.Sold out | February 14, 2022 | 0 | 0.0% |
| CardConnect Corp. | February 14, 2017 | 1,920,000 | 6.7% |
View Palestra Capital Management LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Palestra Capital Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.