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. | HSIC | 4,330,800 | $287,435,196 | +24% | 9.26% | ||
| 2. | MSFT | 368,969 | $191,107,494 | +36% | 6.16% | ||
| 3. | AMZN | 728,799 | $160,022,396 | +10% | 5.15% | ||
| 4. | COF | 689,485 | $146,570,721 | -10% | 4.72% | ||
| 5. | SN | 1,388,046 | $143,176,945 | +11% | 4.61% |
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