Position in PLTR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,697,176
-$734,406 QoQ
Shares Held
23,118
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#909
of 2,820 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $279,605,739 across 25 Software - Infrastructure names. PLTR ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
547,463 | $204,214,647 | |
| 2 | ORCL |
Oracle Corp
|
182,471 | $26,741,124 | |
| 3 | PANW |
Palo Alto Networks Inc
|
68,072 | $23,213,912 | |
| 4 | AKAM |
Akamai Technologies Inc
|
69,620 | $8,229,780 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
21,336 | $4,070,588 | |
| 6 | PLTR |
Palantir Technologies Inc.
This page
|
23,118 | $2,697,176 | |
| 7 | NTNX |
Nutanix, Inc.
|
48,125 | $2,452,450 | |
| 8 | FTNT |
Fortinet, Inc.
|
7,160 | $1,099,919 |
All Filings in PLTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,697,176 | 23,118 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $3,431,582 | 23,459 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $4,225,650 | 23,773 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $3,733,407 | 20,466 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $2,491,929 | 18,280 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $1,406,272 | 16,662 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $880,483 | 11,642 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $203,260 | 5,464 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||