Palestra Capital Management LLC

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Palestra Capital Management LLC
CRD #160535
SEC #801-74131
CIK #0001568788
AUM 5,441.9 M (2026-03-31)
Employees 21 (38% Investors, 0% Brokers)
Fees
Minimum
Phone212-291-7480
Address888 7th Avenue
New York, NY 10019
Source [IAPD] [EDGAR]
Total AUM ($B)
7.56.04.53.01.50.02010201520212027
Fees and Compensation — Form ADV Part 2A (3/31/2026) [Brochure]
FEES AND COMPENSATION

Palestra charges each private fund an investment management fee that varies depending on the
applicable share class, as described in each private fund’s Offering Documents. Management fees
are payable in advance and generally range from 0% to 2% per annum based on the value of the
private fund’s assets as of the first day of each month or quarter, as applicable. Management fees
charged quarterly are pro-rated for any period less than a full quarter.

An affiliate of Palestra is also entitled to receive annual performance-based compensation that
varies depending on the applicable share class, as described in each private fund’s Offering
Documents. Performance-based compensation generally ranges from 0% to 30% and is based on
capital appreciation of the private fund’s assets or outperformance of a benchmark, subject to a
“high water mark” or an “underperformance carryforward”, as applicable.

A third-party fund administrator calculates the management fee and performance-based
compensation for Palestra’s review. Once confirmed, Palestra and its affiliates debit fees and
performance-based compensation directly from the applicable private funds; investors in the
private funds are not invoiced separately for fees. Investors in private funds are subject to
management fees and performance-based compensation indirectly through their investment in a
particular private fund.

Palestra and its affiliates are permitted to waive or modify the management fees and performance-
based compensation for certain investors in the private funds, including members, employees or
affiliates of Palestra, relatives of such persons, and certain large or strategic investors, and have
done so. For more detailed information and a complete description of management fees and
performance-based compensation paid to Palestra and its affiliates refer to the relevant private
fund’s Offering Documents.

In addition to management fees and performance-based compensation, investors indirectly bear
costs and expenses associated with the private funds’ operations, which are more fully described
in the private funds’ Offering Documents. These costs and expenses vary by private fund, but may
include, without limitation, the following categories: all investment-related costs and expenses
(i.e., expenses that, in the Palestra’s sole discretion, are related to the investment of assets, whether
or not such investments are consummated), including commissions and charges, interest on margin
accounts and other indebtedness, expenses relating to short sales, clearing and settlement charges,
option premiums and custodial and service fees, research-related expenses (including research-
related travel expenses) and expenses relating to consultants, attorneys, brokers or other
professionals or advisors who provide research, advice or due diligence services with regard to
investments; fees and expenses related to portfolio exposure and performance management
systems, risk management services and software related to trade reconciliation, treasury, margin,
financial and counterparty management, risk monitoring, performance reporting, valuation
quotation services (e.g., Bloomberg terminals, historical and live financial data and other similar
services and data feeds) and trade order management systems (including systems that facilitate
trade compliance, commission management, stock locates and transaction cost analysis, and third
party service providers used for implementation, custom reporting, updates, consultations, support,
maintenance, monitoring and data extracts); legal, accounting, tax preparation and other tax-

related expenses (including preparation and mailing costs of financial statements, tax returns and
other reports), auditing, consulting and other professional expenses (including fees of third party
compliance providers); third-party administration costs, fees and expenses (including any costs,
fees and expenses related to investor communications, relations, reporting or other investor
materials, performance information, data extraction and other types of reporting and any audit or
accounting services provided by a third-party administrator); compliance and reporting expenses
(including fees and expenses of providing quarterly statements that comply with the Investment
Advisers Act of 1940 (the “Advisers Act”) and other applicable law and regulation), as well as
expenses attributable to regulatory filings that are made with respect to the Partnership or its assets
(including, without limitation, filings required to be made pursuant to Sections 13 and 16 of the
Securities Exchange Act of 1934, as amended (the “Exchange Act”), Form PF, Annex IV, Form
D, Bureau of Economic Affairs and Treasury International Capital filings, the Foreign Account
Tax Compliance Act, anti-money laundering compliance), state security filings, general regulatory
compliance and non-U.S. position reporting filings, if applicable, and any other non-U.S. filings);
insurance costs (director’s and officer’s insurance, errors and omissions insurance, fidelity
insurance and other similar policies); any taxes (including, without limitation, any withholding
taxes, transfer taxes, stamp duties and other governmental or self-regulatory agency-related
charges or duties); all costs and expenses incurred in attempting to protect and enhance the value
of an investment (including any fees and expenses associated with any pending or threatened
litigation, audit, investigation, administrative or other proceeding, as well as any settlement costs);
fees and expenses related to any activist-related activities; fees and expenses of any board of
directors or review committee; any fees and expenses related to liquidation, if applicable; fees paid
to proxy and securities class action advisory firms; expenses relating to the offer and sale of
interests and withdrawals and transfers thereof; expenses of any master fund (which may include
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2026) [Brochure]
TYPES OF CLIENTS

The private funds are pooled private investment funds that are offered to high-net-worth,
financially sophisticated individual investors and institutional investors. Interests in the private
funds are not registered under the Securities Act of 1933, as amended (the “Securities Act”), and
such private funds are not registered under the Investment Company Act of 1940, as amended.
Accordingly, interests in the private funds are offered and sold exclusively to investors satisfying
the applicable eligibility and suitability requirements either in private transactions within the
United States or in offshore transactions.

Per the private funds’ Offering Documents, investments in the private funds are subject to a $2
million minimum for initial investments only. The Company and its affiliates have the authority
to waive the minimum investment threshold at their discretion, and have done so for certain
investors.
CIK Period
0001568788
Sector Form 13F Holdings Value ($B)
Henry Schein Inc 0.3
Visa Inc 0.2
Primo Brands Corp 0.2
Union Pacific Corp 0.2
Linde PLC 0.2
Alphabet Inc 0.2
Spotify Technology Sa 0.2
Nu Holdings Ltd 0.2
Analog Devices Inc 0.2
Danaher Corp /DE/ 0.1
Parametric Technology Corp 0.1
Carvana Co 0.1
Seagate Technology PLC 0.1
Coupang Inc 0.1
Applied Materials Inc /DE 0.1
Applovin Corp 0.1
Amazon Com Inc 0.0
Nvidia Corp 0.0
Microsoft Corp 0.0
Salesforce Com Inc 0.0
New Pluto Global Inc 0.0
ROKU Inc 0.0
 
 
 
 
 
 
 
 
 
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Type Form D Funds Date Sold AUM
HF PCM Long Master Fund LP [2024-08-29] 50.0 M 261.3 M
Filed 2025-04-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF PCM Special Opportunities I LP [2021-10-14] 66.9 M 48.5 M
Filed 2022-07-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF PCM Long Fund LP 2019-02-25 91.7 M
HF Palestra Capital Master Fund LP [2012-04-30] 1,322.1 M 5,180.6 M
Filed 2026-03-18 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $368,379 · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 6 5.4
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 6 5.4
By Discretionary
Discretionary 6 5.4
Non-Discretionary 0 0.0
Total 6 5.4
By Non-United States Persons
Non-United States Persons 3.7
United States Persons 1.7
Total 6 5.4
Form D Directors Role # Filings # Firms 2011 - 2026
Kevin Phillip Director 193 39
Nicole Ramroop Director 43 19
Palestra Capital Management LLC Executive Officer 5 2
Andrew Immerman Director, Executive Officer 3 2
Palestra Capital Management GP LLC Executive Officer 2 1
Jeremy Schiffman Executive Officer 1 1
EDGAR Form CIK 2011 - 2026
13F-HR [0001568788]
SC 13G [0001568788]
Form 13D/13G Filer Form 13D/13G Subject Filed
Palestra Capital Management LLC Green Thumb Industries Inc [2021-02-16]
Palestra Capital Management LLC CONX Corp [2021-02-16]
Palestra Capital Management LLC Cardconnect Corp [2017-02-14]
Firm Profile (Form ADV)
Discretionary AUM$0.8B
ServesInstitutional
Fund TypesHedge Fund
LEIJOW1NBR3SMWZEZVG4Y71
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