Hedge Fund - Palestra Capital Management
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | META | 384,001 | $219,817,532 | +68% | 7.25% | ||
| 2. | FLUT | 869,609 | $206,340,824 | NEW | 6.8% | ||
| 3. | CRM | 700,048 | $191,610,138 | +58% | 6.31% | ||
| 4. | INTU | 270,430 | $167,937,030 | +40% | 5.53% | ||
| 5. | Performance Food Group Co | 1,861,039 | $145,849,626 | +14% | 4.81% |
