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  Name: PALESTRA CAPITAL MANAGEMENT LLC
  City: NEW YORK
  State: NY
  Zip: 10019
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $2,013,804,000
  Total Value Change : $119,084,000
  Securities Held Change : 1
   
All Securities Held : 24
  New Positions : 5
  Closed Positions : 5
  Increased Positions : 5
  Unchanged Positions : 2
  Decreased Positions : 12

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Holdings Found : 12     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (PTC)1 Year Chart         PTC PTC INC 2 - $170.60 $135,999,000 777,312 6.75% 25,178,000 -4,879 0.669    Technical & System So...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 4 - $272.13 $130,119,000 494,486 6.46% -18,812,000 -239,960 0.054    Internet Software & S...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 5 - $397.84 $119,648,000 318,180 5.94% -25,826,000 -142,545 0.004    Application Software
   (V)1 Year Chart         V Visa Inc 7 - $267.61 $108,003,000 414,839 5.36% 5,561,000 -30,543 0.025    Business Services
   (VMC)1 Year Chart         VMC Vulcan Materials Co 9 - $264.41 $98,079,000 432,047 4.87% -15,116,000 -128,268 0.326    General Building Mate...
   (PFGC)1 Year Chart         PFGC Performance Food Group Co 10 - $68.49 $96,924,000 1,401,643 4.81% -36,041,000 -857,367 0.846    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 11 - $166.62 $93,729,000 670,982 4.65% -9,415,000 -117,219 0.011    Search Engines & Info...
   (FB)1 Year Chart         FB Meta Platforms Inc 12 - $441.68 $84,854,000 239,729 4.21% -28,638,000 -138,312 0.01    Internet Service Prov...
   (DFS)1 Year Chart         DFS Discover Financial Services 15 - $124.27 $82,369,000 732,824 4.09% 504,000 -212,176 0.239    Credit Services
   (HLT)1 Year Chart         HLT Hilton Worldwide Holdings Inc. 16 - $197.53 $78,939,000 433,516 3.92% -4,517,000 -122,191 0.156    Lodging
   (INTU)1 Year Chart         INTU Intuit Inc 18 - $614.04 $59,606,000 95,365 2.96% -15,729,000 -52,079 0.036    Application Software
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 19 - $136.23 $53,389,000 513,351 2.65% -15,458,000 -278,910 0.01    Semiconductor - Integ...
      12 Records Found
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