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Christopher McLean

Palestra Capital Management Llc

Assets Managed
$2.565B
Holdings
22
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
-9.31%(2Q avg: -9.1%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Palestra Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 22 positions.

Assets under management

The assets under management (AUM) of Palestra Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.565B in assets, with a quarterly growth rate of -9.31% and a 2-quarter average growth rate of -9.1%. The portfolio is managed by Christopher McLean, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
HSIC
Henry Schein Inc
Recent Activity
Increased 43.22%
9.81%
$251.514M
3.413M shares@ $73.71 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 57.74%
8.86%
$227.141M
751,525 shares@ $302.24 avg price
PRMB
Primo Brands Corp
Recent Activity
Increased 100.65%
7.4%
$189.661M↑ Call
10.072M shares@ $18.84 avg price
UNP
Union Pacific Corp
Recent Activity
Increased 5.33%
6.85%
$175.633M
723,902 shares@ $242.62 avg price
LIN
Linde Plc
Recent Activity
Decreased -12.09%
6.83%
$174.975M
352,942 shares@ $495.77 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 70.77%
6.63%
$169.837M
590,615 shares@ $287.56 avg price
SPOT
Spotify Technology Sa
Recent Activity
New Position
6.58%
$168.721M
347,943 shares@ $484.91 avg price
NU
Nu Holdings Ltd Cayman Isl-a
Recent Activity
Increased 21.16%
6.24%
$159.829M
11.122M shares@ $14.37 avg price
ADI
Analog Devices Inc
Recent Activity
New Position
6.07%
$155.617M
489,145 shares@ $318.14 avg price
DHR
Danaher Corp
Recent Activity
Increased 2.3%
5.01%
$128.501M
677,750 shares@ $189.6 avg price

1-10 of 22