News + Filings Holdings
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Palestra Capital Management LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Alphabet Inc.
| GOOGL | COM | 862,431 | -1,092,587 | 103,232,991,000 | -69,258,247,000 | 5.10 | |
Hist
| 06/30/2023 |
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Workday, Inc.
| WDAY | Common | 283,791 | -487,677 | 64,105,549,000 | -64,984,191,000 | 3.17 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 362,005 | -381,369 | 123,277,183,000 | -54,998,770,000 | 6.09 | 0.00 |
Hist
| 06/30/2023 |
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VISA INC.
| V | CL A | 413,771 | -316,500 | 98,262,337,000 | -53,458,766,000 | 4.85 | |
Hist
| 06/30/2023 |
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Vulcan Materials CO
| VMC | Common | 331,805 | -266,955 | 74,802,119,000 | -30,046,745,000 | 3.69 | 0.25 |
Hist
| 06/30/2023 |
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Expedia Group, Inc.
| EXPE | Common | 757,102 | -447,839 | 82,819,388,000 | -22,733,444,000 | 4.09 | |
Hist
| 06/30/2023 |
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Meta Platforms, Inc.
| FB | Common | 390,985 | -709,032 | 112,204,875,000 | -20,171,171,000 | 5.54 | |
Hist
| 06/30/2023 |
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PTC INC.
| PTC | COM | 738,139 | -252,081 | 105,037,180,000 | -13,828,829,000 | 5.19 | 0.62 |
Hist
| 06/30/2023 |
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