Investor

Palestra Capital Management LLC

Portfolio Total Value

$3,573,209,000.00

Number of Stocks

38

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
FB $256,489,000.0 7.92%
Added 14.08%
438,062 $585.51 $43.66
Reduced 92.54%
$0.0 $0.0
CRM $188,879,000.0 5.83%
Reduced 19.3%
564,950 $334.33 $178.16
Reduced 46.71%
$212.0 $369.0
HSIC $182,988,000.0 5.65%
No Change
2,644,336 $69.2 $77.54
Added 12.05%
$63.67 $82.63
$173,377,000.0 5.36%
Added 104.78%
1,780,785 $97.36 $nan
Reduced nan%
$nan $nan
INTU $170,600,000.0 5.27%
Added 0.37%
271,440 $628.5 $395.95
Reduced 37.0%
$557.29 $714.78
PTC $168,231,000.0 5.2%
Added 16.96%
914,948 $183.87 $137.17
Reduced 25.4%
$163.3 $203.09
PFGC $167,694,000.0 5.18%
Added 6.57%
1,983,377 $84.55 $90.28
Added 6.78%
$61.6 $92.44
CVNA $164,114,000.0 5.07%
Added 15.48%
807,016 $203.36 $409.08
Added 101.16%
$40.21 $268.34
COF $160,730,000.0 4.97%
Added 12.29%
901,359 $178.32 $191.39
Added 7.33%
$128.23 $198.3
PGR $143,419,000.0 4.43%
Added 3397.66%
598,554 $239.61 $200.89
Reduced 16.16%
$175.5 $270.62
GOOGL $142,445,000.0 4.4%
Added 17.79%
752,488 $189.3 $344.4
Added 81.93%
$130.67 $202.29
MSFT $125,840,000.0 3.89%
Reduced 3.73%
298,553 $421.5 $424.62
Added 0.74%
$385.58 $468.35
APO $117,669,000.0 3.63%
No Change
712,457 $165.16 $124.26
Reduced 24.76%
$95.11 $189.49
UAL $112,150,000.0 3.46%
Added 41.43%
1,154,997 $97.1 $93.0
Reduced 4.22%
$37.02 $110.92
ALL $93,319,000.0 3.36%
No Change
492,062 $189.65 $212.88
Added 12.25%
$153.42 $209.88
V $108,418,000.0 3.35%
Reduced 24.97%
343,053 $316.04 $309.42
Reduced 2.09%
$252.7 $325.74
LPLA $107,188,000.0 3.31%
No Change
328,286 $326.51 $320.51
Reduced 1.84%
$187.19 $356.37
HLT $99,954,000.0 3.09%
No Change
404,413 $247.16 $335.63
Added 35.79%
$186.83 $259.01
LYV $91,651,000.0 2.83%
Reduced 11.22%
707,731 $129.5 $156.64
Added 20.96%
$86.67 $141.18
AMZN $89,707,000.0 2.77%
Reduced 28.93%
408,896 $219.39 $263.99
Added 20.33%
$151.61 $235.44
MMM $73,752,000.0 2.66%
No Change
539,523 $136.7 $145.99
Added 6.8%
$75.65 $150.0
GE $84,018,000.0 2.6%
No Change
503,737 $166.79 $284.6
Added 70.63%
$100.92 $194.8
VST $63,744,000.0 2.3%
No Change
537,745 $118.54 $164.35
Added 38.65%
$39.14 $188.77
AER $63,350,000.0 2.28%
No Change
668,817 $94.72 $138.08
Added 45.78%
$75.48 $100.81
LUMN $59,299,000.0 1.83%
No Change
11,167,585 $5.31 $8.84
Added 66.48%
$0.97 $10.33
VMC $54,738,000.0 1.69%
No Change
212,800 $257.23 $292.07
Added 13.54%
$219.73 $298.31
DAL $52,209,000.0 1.61%
Reduced 7.33%
862,974 $60.5 $68.45
Added 13.14%
$37.29 $69.98
KWEB $33,881,000.0 1.22%
No Change
995,924 $34.02 $28.83
Reduced 15.26%
$22.98 $39.17
DOCU $38,764,000.0 1.2%
No Change
431,000 $89.94 $46.22
Reduced 48.61%
$48.7 $107.86
CHTR $37,087,000.0 1.15%
No Change
108,200 $342.77 $180.13
Reduced 47.45%
$236.08 $415.27
NVDA $35,154,000.0 1.09%
Reduced 22.78%
261,777 $134.29 $208.27
Added 55.09%
$59.94 $153.13
LPX $34,520,000.0 1.07%
No Change
333,373 $103.55 $75.31
Reduced 27.27%
$63.76 $122.87
BKNG $23,147,000.0 0.72%
Reduced 18.65%
4,659 $4,968.42 $180.25
Reduced 96.37%
$3,180.0 $5,337.24
DLTR $16,764,000.0 0.52%
No Change
223,700 $74.94 $103.75
Added 38.44%
$60.49 $151.22
SATS $16,422,000.0 0.51%
No Change
717,139 $22.9 $117.5
Added 413.1%
$11.83 $30.08
VIAC $13,577,000.0 0.42%
No Change
1,298,000 $10.46 $0.0
Reduced 100.0%
$0.0 $0.0
WDAY $5,979,000.0 0.22%
No Change
24,464 $244.41 $119.76
Reduced 51.0%
$199.81 $311.28
TRU $1,942,000.0 0.07%
No Change
18,556 $104.7 $72.61
Reduced 30.65%
$66.07 $113.17