Position in PLTR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$11,556
-$2,486 QoQ
Shares Held
79
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026IMA Advisory Services, Inc. holds $12,808,646 across 20 Software - Infrastructure names. PLTR ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
22,278 | $8,246,647 | |
| 2 | ORCL |
Oracle Corp
|
11,361 | $1,671,316 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
14,931 | $1,457,302 | |
| 4 | FOUR |
Shift4 Payments, Inc.
|
20,973 | $917,149 | |
| 5 | NET |
Cloudflare, Inc.
|
2,124 | $438,266 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
274 | $39,140 | |
| 7 | PLTR |
Palantir Technologies Inc.
This page
|
79 | $11,556 | |
| 8 | CRWV |
CoreWeave, Inc.
|
85 | $6,584 |
All Filings in PLTR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,556 | 79 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,042 | 79 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,371 | 13 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,772 | 13 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||