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Hedge Funds Similar to Palestra

13F Portfolio OverlapQ2 2026Palestra portfolio →
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Most similar hedge funds by 13F overlap

Palestra Capital Management LLC is an institutional investor managing $2.9B across 21 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Palestra are Atalan Partners, Saraza, LONE PINE, with shared positions in $STX, $SPOT, $TTMI, $NU, $ADI, $CPNG. The full ranking of 25 similar funds is below.

#1Atalan Capital Partners, LPActive
Substantial overlap · 3 shared positions
$STX$SPOT$TTMI
$1.6B
9 positions
#2Saraza Management, LPActive
Substantial overlap · 5 shared positions
$NU$ADI$STX$CPNG$UNP
$251M
19 positions
#3LONE PINE CAPITAL LLCActive
Notable overlap · 5 shared positions
$STX$LIN$NU$TTMI$CVNA
$16.4B
34 positions
#4Rivermont Capital Management LPActive
Notable overlap · 3 shared positions
$STX$TTMI$SPOT
$705M
20 positions
#5UNTITLED INVESTMENTS LPActive
Notable overlap · 3 shared positions
$STX$NU$CPNG
$257M
18 positions
#6WCM INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$STX$LIN$SPOT$NU
$55.2B
266 positions
#7RDST Capital LLCActive
Notable overlap · 4 shared positions
$UNP$CPNG$JHX$CVNA
$1.2B
18 positions
#8M.D. Sass, LLCActive
Notable overlap · 3 shared positions
$HSIC$ADI$PRMB
$1.5B
39 positions
#9Sachem Head Capital Management LPActive
Notable overlap · 3 shared positions
$STX$PRMB$CVNA
$4.8B
19 positions
#10LONG WALK MANAGEMENT LPActive
Notable overlap · 3 shared positions
$NU$SPOT$CPNG
$441M
14 positions
#11Wilkinson Global Asset Management LLCActive
Notable overlap · 4 shared positions
$ADI$UNP$LIN$SPOT
$1.3B
62 positions
#12Coronation Fund Managers Ltd.Active
Notable overlap · 3 shared positions
$NU$CPNG$SPOT
$2.6B
48 positions
#13Katamaran Capital LLPPassive
Notable overlap · 3 shared positions
$ADI$STX$SPOT
$126M
36 positions
#14Gavilan Investment Partners LLCActive
Notable overlap · 3 shared positions
$SPOT$CPNG$CVNA
$411M
15 positions
#15TB Capital Gestao de Recursos Ltda.Active
Notable overlap · 3 shared positions
$NU$CPNG$SPOT
$183M
19 positions
#16Arvin Capital Management LPPassive
Notable overlap · 3 shared positions
$UNP$TTMI$STX
$766M
51 positions
#17BWCP, LPActive
Notable overlap · 3 shared positions
$PRMB$JHX$TTMI
$700M
24 positions
#18Night Owl Capital Management, LLCActive
Notable overlap · 3 shared positions
$UNP$LIN$SPOT
$953M
30 positions
#19Slate Path Capital LPActive
Notable overlap · 3 shared positions
$UNP$JHX$PSKY
$7.2B
40 positions
#20COMGEST GLOBAL INVESTORS S.A.S.Active
Notable overlap · 4 shared positions
$LIN$SPOT$ADI$NU
$4.5B
55 positions
#21Metavasi Capital LPActive
Notable overlap · 3 shared positions
$NU$TTMI$CVNA
$287M
25 positions
#22TREMBLANT CAPITAL GROUPActive
Notable overlap · 3 shared positions
$SPOT$CPNG$CVNA
$3.5B
58 positions
#23Aspex Management (HK) LtdActive
Notable overlap · 3 shared positions
$CPNG$NU$CVNA
$8.9B
27 positions
#24SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$SPOT$STX$CVNA$NU
$26.9B
71 positions
#25One Madison Group LLCActive
Some overlap · 3 shared positions
$UNP$JHX$SPOT
$1.0B
27 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.