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 | 384,323 | $283,664,963 | -12% | 8.25% | ||
| 2. | HSIC | 3,501,520 | $255,786,036 | -13% | 7.44% | ||
| 3. | Primo Brands Corporation | 6,273,931 | $185,833,836 | NEW | 5.4% | ||
| 4. | PTC | 1,009,277 | $173,938,798 | -10% | 5.06% | ||
| 5. | ANSS | 494,274 | $173,598,914 | +352% | 5.05% |
