StockDriftsStockDriftsTop 22 Palestra Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HSIC | SCHEIN HENRY INC | 9.88% | 3.41M | $251.5M | +43.22%(+1.03M) | $71.53(+1.66%) | 2026-03-31 | |
| V | VISA INC | 8.92% | 751.5K | $227.1M | +57.74%(+275.08K) | $284.19(+14.62%) | 2026-03-31 | |
| UNP | UNION PAC CORP | 6.9% | 723.9K | $175.6M | +5.33%(+36.60K) | $233.54(+15.85%) | 2026-03-31 | |
| LIN | LINDE PLC | 6.87% | 352.9K | $175.0M | -12.09%(-48.55K) | $450.70(+12.30%) | 2026-03-31 | |
| PRMB | PRIMO BRANDS CORPORATION | 6.69% | 9.05M | $170.4M | +126.39%(+5.05M) | $24.16(-4.05%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 6.67% | 590.6K | $169.8M | +70.76%(+244.75K) | $184.79(+114.72%) | 2026-03-31 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 6.63% | 347.9K | $168.7M | new | $532.81(-17.99%) | 2026-03-31 | |
| NU | NU HLDGS LTD | 6.28% | 11.12M | $159.8M | +21.15%(+1.94M) | $15.09(-19.23%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 6.11% | 489.1K | $155.6M | new | $294.67(+41.68%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 5.05% | 677.8K | $128.5M | +2.30%(+15.23K) | $213.49(-24.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.11% | +68.99% |
| Top 20 Holdings Unweighted | +16.10% | +56.50% |
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