Hedge Fund - Palestra Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. CRH 2,323,402 $174,208,682 +68% 6.87%
2. INTU 194,357 $127,733,364 +131% 5.04%
3. LYV 1,347,722 $126,335,460 +84% 4.98%
4. PTC 683,433 $124,159,273 +14% 4.89%
5. GOOGL 651,143 $118,605,697 -28% 4.68%