Palestra Capital Management’s Autodesk ADSK Stock Holding History

Palestra Capital Management’s Portfolio ADSK Stock Details ADSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-613,000	Closed	-$77M	–	25
2018 Q1	$77M	Buy	613,000 +40,000	+7%	+$4.76M	4.27%	14
2017 Q4	$60.1M	Buy	+573,000	New	+$66.8M	3.37%	18
2016 Q2	–	Sell	-587,342	Closed	-$34.2M	–	26
2016 Q1	$34.2M	Buy	+587,342	New	+$30.6M	3.24%	15

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Palestra Capital Management's ADSK Position: Q2 2018 in Review

Palestra Capital Management sold out of Autodesk (ADSK) in Q2 2018, closing a stake of 613,000 shares — an estimated $77M sold.

Palestra Capital Management first reported a position in ADSK in Q1 2016 and held it in 3 quarters. The position peaked at $77M in Q1 2018. 638 funds tracked by Wall St. Rank hold ADSK as of Q2 2018.

Palestra Capital Management reported no remaining Autodesk position as of Q2 2018 after selling out during the quarter.
Palestra Capital Management sold 613,000 Autodesk shares in Q2 2018, an estimated $77M.
Palestra Capital Management first reported a position in Autodesk in Q1 2016 and held it in 3 quarters.
Palestra Capital Management's Autodesk position peaked at $77M in Q1 2018.
638 funds tracked by Wall St. Rank held Autodesk as of Q2 2018.

Based on Palestra Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.