Palestra Capital Management LLC
13F filer · CIK 1568788 · New York, NY
Summary
Palestra Capital Management LLC reported $2.95B across 21 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are STX (12.6%), LIN (7.7%), ADI (7.6%). Versus 2026 Q1, leaving options aside, it opened 5 new positions, added to 10, trimmed 4 and sold out of 6.
Reported value$2.95B
Positions21
Report period2026 Q2
FiledAug 14, 2026
New positions5
Added10
Trimmed4
Sold out6
Top 21 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 12.6%Value $372.61MPrice $913.45Shares 386K +31.33%Since Jun 30 -5.34%
Weight 7.7%Value $226.70MPrice $473.37Shares 437K +23.78%Since Jun 30 -8.78%
Weight 7.6%Value $225.17MPrice $398.22Shares 567K +15.91%Since Jun 30 +0.26%
Weight 7.6%Value $224.69MPrice $246.67Shares 943K +465.39%Since Jun 30 +3.50%
Weight 7.0%Value $207.39MPrice $274.15Shares 762K +5.33%Since Jun 30 +0.79%
Weight 6.9%Value $204.35MPrice $84.97Shares 2.45M -28.31%Since Jun 30 +1.74%
Weight 6.4%Value $187.53MPrice $12.35Shares 14.04M +26.20%Since Jun 30 -7.56%
Weight 6.3%Value $185.10MPrice $493.66Shares 403K +15.87%Since Jun 30 +7.52%
Weight 5.7%Value $168.52MPrice $323.86Shares 389KSince Jun 30 -25.26%
Weight 4.7%Value $138.23MPrice $607.57Shares 238KSince Jun 30 +4.59%
Weight 4.0%Value $117.62MPrice $13.85Shares 6.77M +11.51%Since Jun 30 -20.26%
Weight 3.8%Value $112.53MPrice $19.25Shares 4.60M -49.12%Since Jun 30 -21.24%
Weight 3.8%Value $111.36MPrice $365.88Shares 325K -56.81%Since Jun 30 +6.64%
Weight 3.7%Value $108.14MPrice $25.10Shares 4.13MSince Jun 30 -4.13%
Weight 3.6%Value $105.21MPrice $122.80Shares 563KSince Jun 30 -34.34%
Weight 2.6%Value $78.10MPrice $227.21Shares 390K +113.65%Since Jun 30 +13.55%
Weight 2.1%Value $62.26MPrice $340.92Shares 174K -70.50%Since Jun 30 -4.60%
Weight 1.8%Value $52.37MPrice $63.62Shares 796K +99.90%Since Jun 30 -3.34%
Weight 1.0%Value $28.97MPrice $508.96Shares 78KSince Jun 30 +36.44%
Weight 0.7%Value $19.73MPrice $456.94Shares 41KSince Jun 30 -4.32%
Weight 0.4%Value $12.80MPrice $9.99Shares 1.30MSince Jun 30 +1.32%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 12.6% | $372.61M | -5.34% | +31.33% | Add | |
| 7.7% | $226.70M | -8.78% | +23.78% | Add | |
| 7.6% | $225.17M | +0.26% | +15.91% | Add | |
| 7.6% | $224.69M | +3.50% | +465.39% | Add | |
| 7.0% | $207.39M | +0.79% | +5.33% | Add | |
| 6.9% | $204.35M | +1.74% | -28.31% | Trim | |
| 6.4% | $187.53M | -7.56% | +26.20% | Add | |
| 6.3% | $185.10M | +7.52% | +15.87% | Add | |
| 5.7% | $168.52M | -25.26% | — | New | |
| 4.7% | $138.23M | +4.59% | — | New | |
| 4.0% | $117.62M | -20.26% | +11.51% | Add | |
| 3.8% | $112.53M | -21.24% | -49.12% | Trim | |
| 3.8% | $111.36M | +6.64% | -56.81% | Trim | |
| 3.7% | $108.14M | -4.13% | — | New | |
| 3.6% | $105.21M | -34.34% | — | New | |
| 2.6% | $78.10M | +13.55% | +113.65% | Add | |
| 2.1% | $62.26M | -4.60% | -70.50% | Trim | |
| 1.8% | $52.37M | -3.34% | +99.90% | Add | |
| 1.0% | $28.97M | +36.44% | — | Hold | |
| 0.7% | $19.73M | -4.32% | — | New | |
| 0.4% | $12.80M | +1.32% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.