Long-term investor
Palestra Capital Management LLC @palestracapitalmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001568788).
Record
- Tracked since 2025-06-30 (449 days), 113 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +13.4% · 1 year n/a · all +5.5%
- Max drawdown n/a · win rate 63% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- STX · 12.6% · long · since 2026-03-31
- LIN · 7.7% · long · since 2025-12-31
- ADI · 7.6% · long · since 2026-03-31
- AMZN · 7.6% · long · since 2025-06-30
- 907818108 · 7.0% · long · since 2025-09-30
- HSIC · 6.9% · long · since 2025-06-30
- NU · 6.4% · long · since 2025-09-30
- SPOT · 6.3% · long · since 2026-03-31
- 512807306 · 5.7% · long · since 2026-06-30
- AMD · 4.7% · long · since 2026-06-30
- CPNG · 4.0% · long · since 2025-06-30
- PRMB · 3.8% · long · since 2025-06-30