Palestra Capital Management LLC
NEW YORK NY · SEC CIK 0001568788
$29.49亿2026Q2 申报市值
21持仓数
72.6%前十大占比 · 第一大 12.6%
5 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMZN 加仓+$1.85亿
LRCX 新建仓+$1.69亿
AMD 新建仓+$1.38亿
JHX 新建仓+$1.08亿
TTMI 新建仓+$1.05亿
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$1.49亿
V 减仓-$1.46亿
DHR 清仓-$1.29亿
PTC 清仓-$1.27亿
PRMB 减仓-$1.09亿
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -677,750 | -100.0% | -$1.29亿 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -890,595 | -100.0% | -$1.27亿 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -286,566 | -100.0% | -$9,794.54万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -125,779 | -100.0% | -$5,006.00万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -116,527 | -100.0% | -$2,175.21万 | 清仓 |
| PRMB | PRIMO BRANDS CORPORATION 看涨期权 | $0 | 0.00% | 0 | -1,022,400 | -100.0% | -$1,925.18万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -53,189 | -100.0% | -$503.27万 | 清仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $1,279.83万 | 0.43% | 1,298,000 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,972.70万 | 0.67% | 41,307 | 41,307 | — | $1,972.70万 | 新建仓 |
| MSFT | MICROSOFT CORP | $2,896.95万 | 0.98% | 77,662 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $5,236.87万 | 1.78% | 795,635 | -1,194,400 | -60.0% | -$7,861.54万 | 减仓 |
| GOOGL | ALPHABET INC | $6,226.14万 | 2.11% | 174,221 | -416,394 | -70.5% | -$1.49亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $7,809.91万 | 2.65% | 390,320 | 207,632 | 113.7% | $4,154.51万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $1.05亿 | 3.57% | 562,582 | 562,582 | — | $1.05亿 | 新建仓 |
| JHX | JAMES HARDIE INDS PLC | $1.08亿 | 3.67% | 4,130,497 | 4,130,497 | — | $1.08亿 | 新建仓 |
| V | VISA INC | $1.11亿 | 3.78% | 324,572 | -426,953 | -56.8% | -$1.46亿 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $1.13亿 | 3.82% | 4,604,145 | -4,445,733 | -49.1% | -$1.09亿 | 减仓 |
| CPNG | COUPANG INC | $1.18亿 | 3.99% | 6,771,181 | 699,144 | 11.5% | $1,214.41万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.38亿 | 4.69% | 237,958 | 237,958 | — | $1.38亿 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $1.69亿 | 5.71% | 388,886 | 388,886 | — | $1.69亿 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.85亿 | 6.28% | 403,160 | 55,217 | 15.9% | $2,535.18万 | 加仓 |
| NU | NU HLDGS LTD | $1.88亿 | 6.36% | 14,036,736 | 2,914,333 | 26.2% | $3,893.55万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $2.04亿 | 6.93% | 2,446,691 | -965,976 | -28.3% | -$8,067.83万 | 减仓 |
| UNP | UNION PAC CORP | $2.07亿 | 7.03% | 762,465 | 38,563 | 5.3% | $1,048.91万 | 加仓 |
| AMZN | AMAZON COM INC | $2.25亿 | 7.62% | 942,732 | 775,993 | 465.4% | $1.85亿 | 加仓 |
| ADI | ANALOG DEVICES INC | $2.25亿 | 7.63% | 566,948 | 77,803 | 15.9% | $3,090.10万 | 加仓 |
| LIN | LINDE PLC | $2.27亿 | 7.69% | 436,859 | 83,917 | 23.8% | $4,354.79万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3.73亿 | 12.63% | 386,123 | 92,123 | 31.3% | $8,889.87万 | 加仓 |