Managers / Q3 2022 · view latest →
Palestra Capital Management LLC
CIK 0001568788 · 888 7TH AVENUE, 23RD FLOOR, NEW YORK, NY, 10019 · 212-291-7480
Reported Value
$2.1B
Q3 2022
Positions
18
Filings on Record
31
2019–present window
Filed
Nov 14, 2022
original filing
Summary
Palestra Capital Management Llc reported $2.1B in U.S.-listed holdings across 18 positions for Q3 2022.
Its largest position, MSFT, represents 9.2% of the portfolio.
Compared with Q2 2022, the fund opened 5 new positions and exited 6.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 90.6% · $1.9B
- Other · 9.4% · $201M
- Equity WRT · 0.0% · $80,000
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.6B | 23 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.8B | 29 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $3.1B | 28 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $3.4B | 31 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $2.5B | 26 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $3.6B | 36 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $3.0B | 36 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $2.5B | 33 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $2.7B | 36 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $2.0B | 24 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.9B | 23 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $2.0B | 27 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.9B | 23 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.82T | 17 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $2.1B | 18 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $2.1B | 19 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $3.2B | 23 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $3.5B | 28 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $4.7B | 33 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $4.6B | 35 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $4.8B | 31 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $5.1B | 30 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $4.3B | 29 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $4.0B | 26 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $3.1B | 26 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $3.4B | 23 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $3.0B | 22 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $3.4B | 25 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $3.1B | 24 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $2.1B | 19 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.