0001172661-18-002106.txt : 20181114 0001172661-18-002106.hdr.sgml : 20181114 20181114105935 ACCESSION NUMBER: 0001172661-18-002106 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181114 DATE AS OF CHANGE: 20181114 EFFECTIVENESS DATE: 20181114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Palestra Capital Management LLC CENTRAL INDEX KEY: 0001568788 IRS NUMBER: 352421252 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15289 FILM NUMBER: 181181380 BUSINESS ADDRESS: STREET 1: 888 7TH AVENUE STREET 2: 23RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 212-291-7480 MAIL ADDRESS: STREET 1: 888 7TH AVENUE STREET 2: 23RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001568788 XXXXXXXX 09-30-2018 09-30-2018 false Palestra Capital Management LLC

888 7th Avenue 23rd Floor New York NY 10019

13F HOLDINGS REPORT 028-15289 N John Rogers 212-291-7485 /s/ John Rogers New York NY 11-14-2018 0 19 2160126 INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 156192 948000 SH SOLE 948000 0 0 ALPHABET INC CAP STK CL A 02079K305 156849 129941 SH SOLE 129941 0 0 COMCAST CORP NEW CL A 20030N101 157418 4445584 SH SOLE 4445584 0 0 FIRST DATA CORP NEW COM CL A 32008D106 116722 4770000 SH SOLE 4770000 0 0 GLOBAL PMTS INC COM 37940X102 23717 186165 SH SOLE 186165 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 124401 1540000 SH SOLE 1540000 0 0 IHS MARKIT LTD SHS G47567105 110510 2048000 SH SOLE 2048000 0 0 MGM RESORTS INTERNATIONAL COM 552953101 87582 3138000 SH SOLE 3138000 0 0 MICROSOFT CORP COM 594918104 165608 1448000 SH SOLE 1448000 0 0 MOHAWK INDS INC COM 608190104 79784 455000 SH SOLE 455000 0 0 NORFOLK SOUTHERN CORP COM 655844108 135195 749000 SH SOLE 749000 0 0 PAGSEGURO DIGITAL LTD COM CL A G68707101 64969 2348000 SH SOLE 2348000 0 0 PTC INC COM 69370C100 69067 650412 SH SOLE 650412 0 0 RAYMOND JAMES FINANCIAL INC COM 754730109 107699 1170000 SH SOLE 1170000 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 99095 548000 SH SOLE 548000 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 118491 2085000 SH SOLE 2085000 0 0 T MOBILE US INC COM 872590104 197416 2813000 SH SOLE 2813000 0 0 TIFFANY & CO NEW COM 886547108 109109 846000 SH SOLE 846000 0 0 WYNN RESORTS LTD COM 983134107 80302 632000 SH SOLE 632000 0 0