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Palestra Capital Management’s SharkNinja SN Stock Holding History

Palestra Capital Management’s Portfolio SN Stock Details SN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,388,046
Closed -$143M – 36
2025
Q3 		$143M Buy
1,388,046
+130,121
+10% +$14.9M 4.61% 5
2025
Q2 		$125M Sell
1,257,925
-145,463
-10% -$12.6M 3.62% 13
2025
Q1 		$117M Sell
1,403,388
-377,397
-21% -$38.4M 4.61% 12
2024
Q4 		$173M Buy
1,780,785
+809,960
+83% +$82.7M 4.75% 4
2024
Q3 		$106M Buy
+970,825
New +$84.4M 3.48% 14

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Palestra Capital Management's SN Position: Q4 2025 in Review

Palestra Capital Management sold out of SharkNinja (SN) in Q4 2025, closing a stake of 1,388,046 shares — an estimated $143M sold.

Palestra Capital Management first reported a position in SN in Q3 2024 and held it in 5 quarters. The position peaked at $173M in Q4 2024. 429 funds tracked by Wall St. Rank hold SN as of Q4 2025.

  • Palestra Capital Management reported no remaining SharkNinja position as of Q4 2025 after selling out during the quarter.
  • Palestra Capital Management sold 1,388,046 SharkNinja shares in Q4 2025, an estimated $143M.
  • Palestra Capital Management first reported a position in SharkNinja in Q3 2024 and held it in 5 quarters.
  • Palestra Capital Management's SharkNinja position peaked at $173M in Q4 2024.
  • 429 funds tracked by Wall St. Rank held SharkNinja as of Q4 2025.

Based on Palestra Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.