South Street Advisors LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1399706 New York, NY

Position in PLTR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$536,682

-$136,206 QoQ

Shares Held

4,600

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,759

of 2,821 holders

Holding Since

Mar 2023

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

South Street Advisors LLC holds $16,670,529 across 5 Software - Infrastructure names. PLTR ranks #2 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	40,785	$15,213,620
2	PLTR	Palantir Technologies Inc. This page	4,600	$536,682
3	FTNT	Fortinet, Inc.	2,500	$384,050
4	PANW	Palo Alto Networks Inc	912	$311,010
5	NET	Cloudflare, Inc.	918	$225,167

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$536,682	4,600	0.0%	Shares	Sole	2026-08-05
2026-03-31	$672,888	4,600	0.0%	Shares	Sole	2026-05-13
2025-12-31	$817,650	4,600	0.0%	Shares	Sole	2026-02-10
2025-09-30	$839,132	4,600	-54.0%	Shares	Sole	2025-11-14
2023-09-30	$160,000	10,000	0.0%	Shares	Sole	2023-11-13
2023-06-30	$153,300	10,000	0.0%	Shares	Sole	2023-08-11
2023-03-31	$84,500	10,000	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.