Palestra Capital Management
Palestra Capital Management reported 21 stocks worth $2.9B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are STX (12.6%), LIN (7.7%) and ADI (7.6%). Compared with Q1 2026, the fund opened new positions in LRCX, AMD and JHX, added to STX, LIN and ADI, trimmed HSIC, PRMB and V and sold out of DHR, PTC and AMAT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  STX Seagate Technology Hldngs PL | $373M | 12.6% | 386K | +92K (+31%) | 2 of 8 | |
| 2 |  LIN Linde PLC | $227M | 7.7% | 437K | +84K (+24%) | 3 of 8 | |
| 3 |  ADI Analog Devices Inc | $225M | 7.6% | 567K | +78K (+16%) | 2 of 8 | |
| 4 |  AMZN Amazon Com Inc | $225M | 7.6% | 943K | +776K (+465%) | 7 of 8 | |
| 5 |  UNP Union Pac Corp | $207M | 7.0% | 762K | +39K (+5%) | 4 of 8 | |
| 6 |  HSIC Henry Schein Inc | $204M | 6.9% | 2.4M | −966K (−28%) | 7 of 8 | |
| 7 |  NU NU Hldgs Ltd | $188M | 6.4% | 14M | +2.9M (+26%) | 4 of 8 | |
| 8 |  SPOT Spotify Technology | $185M | 6.3% | 403K | +55K (+16%) | 2 of 8 | |
| 9 |  LRCX Lam Research Corp | $169M | 5.7% | 389K | New position | 1 of 8 | |
| 10 |  AMD Advanced Micro Devices Inc | $138M | 4.7% | 238K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 DHR Danaher Corp | $129M | 678K |
 PTC Ptc Inc | $127M | 891K |
 AMAT Applied Matls Inc | $97.9M | 287K |
 APP Applovin Corp | $50.1M | 126K |
 CRM Salesforce Inc | $21.8M | 117K |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Palestra Capital Management 13F FAQ
What does Palestra Capital Management own?
Palestra Capital Management reported 21 stocks worth $2.9B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are STX (12.6%), LIN (7.7%) and ADI (7.6%). The table above lists every position in the filing (the top 10 without an account).
What did Palestra Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 10 added to, 4 trimmed and 6 sold out. New positions include LRCX, AMD and JHX. It sold all of DHR, PTC and AMAT.
When will Palestra Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Palestra Capital Management's portfolio worth?
The Q2 2026 filing reports $2.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.