Position in PLTR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$11,349,718
-$2,872,415 QoQ
Shares Held
77,589
-3.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$12,442
PutShares
70
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026D.A. DAVIDSON & CO. holds $410,742,609 across 29 Software - Infrastructure names. PLTR ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
885,003 | $327,601,560 | |
| 2 | ORCL |
Oracle Corp
|
127,823 | $18,804,041 | |
| 3 | PANW |
Palo Alto Networks Inc
|
72,373 | $11,602,839 | |
| 4 | PLTR |
Palantir Technologies Inc.
This page
|
77,589 | $11,349,718 | |
| 5 | CPAY |
Corpay, Inc.
|
29,758 | $8,659,280 | |
| 6 | PATH |
UiPath, Inc.
|
596,888 | $6,625,456 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
43,789 | $4,273,915 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
44,810 | $3,843,801 |
All Filings in PLTR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,349,718 | 77,589 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,222,133 | 80,012 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $12,442 | 70 | Put | Sole | 2026-01-29 | |
| 2025-09-30 | $14,697,944 | 80,572 | Shares | Sole | 2025-10-22 | |
| 2025-09-30 | $12,769 | 70 | Put | Sole | 2025-10-22 | |
| 2025-06-30 | $11,161,200 | 81,875 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,317,424 | 74,851 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $5,433,107 | 71,838 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,619,140 | 70,407 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,350,725 | 92,804 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $589,516 | 25,620 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $303,805 | 17,694 | Shares | Sole | 2024-02-09 | |
| 2023-12-31 | $171 | 10 | Put | Sole | 2024-02-09 | |
| 2023-09-30 | $160 | 10 | Put | Sole | 2023-11-08 | |
| 2023-09-30 | $282,192 | 17,637 | Shares | Sole | 2023-11-08 | |
| 2022-09-30 | $94,373 | 11,608 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $133,909 | 14,764 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $200,169 | 14,579 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $223,855 | 12,293 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $337,281 | 14,030 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $364,585 | 13,831 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $231,502 | 9,940 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,376,100 | 100,896 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||