Position in PLTR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,614,169
-$394,427 QoQ
Shares Held
17,871
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Mar 31, 2026CallValue
$58,512
CallShares
400
PutValue
$394,956
PutShares
2,700
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, 2026SFMG, LLC holds $32,014,570 across 7 Software - Infrastructure names. PLTR ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
60,905 | $22,545,203 | |
| 2 | PANW |
Palo Alto Networks Inc
|
35,667 | $5,718,133 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
17,871 | $2,614,169 | |
| 4 | CRWV |
CoreWeave, Inc.
|
7,076 | $548,177 | |
| 5 | ORCL |
Oracle Corp
|
2,845 | $418,527 | |
| 6 | NUAI |
New ERA Energy & Digital, Inc.
|
22,200 | $90,132 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
822 | $80,229 |
All Filings in PLTR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,614,169 | 17,871 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $58,512 | 400 | Call | Sole | 2026-05-12 | |
| 2026-03-31 | $394,956 | 2,700 | Put | Sole | 2026-05-12 | |
| 2025-12-31 | $3,008,596 | 16,926 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,495,323 | 13,679 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,087,877 | 15,316 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,305,836 | 15,472 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,913,343 | 38,521 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,907,653 | 51,281 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,298,314 | 51,256 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,325,329 | 57,598 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $882,005 | 51,369 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $910,080 | 56,880 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $375,309 | 24,482 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $198,693 | 23,514 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $150,799 | 23,489 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $363,337 | 44,691 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $388,041 | 42,783 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $573,035 | 41,736 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $552,017 | 30,314 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $821,326 | 34,165 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $905,624 | 34,356 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $608,847 | 26,142 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $447,544 | 19,004 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||