Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PALESTRA CAPITAL MANAGEMENT LLC | 11-14-2023 | 09-30-2023 | 23 | 1,894,719,502 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SALESFORCE INC | COM | 1 | $148,930,960 | 734,446 | 0.01 | 734,446 | +Inf | 09-30-2023 | |
| MICROSOFT CORP | COM | 2 | $145,473,919 | 460,725 | 0.01 | 9.24 | -382,511 | -45.36 | 09-30-2023 |
| PERFORMANCE FOOD GROUP CO | COM | 3 | $132,965,329 | 2,259,010 | 0.01 | 2,259,010 | +Inf | 09-30-2023 | |
| META PLATFORMS INC | CL A | 4 | $113,491,689 | 378,041 | 0.01 | 378,041 | +Inf | 09-30-2023 |
