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Palestra Capital Management’s Spotify SPOT Stock Holding History

Palestra Capital Management’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$185M Buy
403,160
+55,217
+16% +$26.3M 6.28% 8
2026
Q1 		$169M Buy
+347,943
New +$175M 6.58% 7
2023
Q2 		– Sell
-46,000
Closed -$6.15M – 30
2023
Q1 		$6.15M Buy
+46,000
New +$5.27M 0.33% 22
2018
Q4 		– Sell
-548,000
Closed -$99.1M – 24
2018
Q3 		$99.1M Buy
548,000
+186,251
+51% +$34.2M 4.59% 13
2018
Q2 		$60.9M Buy
+361,749
New +$57.8M 2.66% 23

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Palestra Capital Management's SPOT Position: Q2 2026 in Review

Palestra Capital Management increased its Spotify (SPOT) stake by 16% in Q2 2026, buying an estimated $26.3M and bringing the position to 403,160 shares worth $185M. The position accounts for 6.28% of the portfolio, ranked #8.

Palestra Capital Management first reported a position in SPOT in Q2 2018 and has held it in 5 quarters since. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Palestra Capital Management held 403,160 shares of Spotify worth $185M as of Q2 2026.
  • Palestra Capital Management bought 55,217 Spotify shares in Q2 2026, an estimated $26.3M.
  • Spotify made up 6.28% of Palestra Capital Management's portfolio in Q2 2026, its #8 holding.
  • Palestra Capital Management first reported a position in Spotify in Q2 2018 and has held it in 5 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Palestra Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.