Creative Planning

Position in PLTR — Palantir Technologies Inc.

CIK 1540235 OVERLAND PARK, KS

Back to PLTR Full portfolio

Position in PLTR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$81,392,375

-$23,106,253 QoQ

Shares Held

697,629

-2.3% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#176

of 2,821 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in PLTR Over Time

Shares Held

Position Value (USD)

Derivatives in PLTR

reported options exposure · as of Jun 30, 2026

CallValue

$81,669

CallShares

700

PutValue

PutShares

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 Jun 30, 2026

Creative Planning holds $2,557,486,888 across 91 Software - Infrastructure names. PLTR ranks #5 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	4,155,769	$1,550,184,952
2	ORCL	Oracle Corp	1,126,280	$165,056,333
3	CRWD	CrowdStrike Holdings, Inc.	710,588	$135,569,531
4	PANW	Palo Alto Networks Inc	379,160	$129,301,142
5	PLTR	Palantir Technologies Inc. This page	697,629	$81,392,375
6	FTNT	Fortinet, Inc.	437,197	$67,162,202
7	SNPS	Synopsys Inc	119,098	$53,126,044
8	ZS	Zscaler, Inc.	324,922	$45,862,739

All Filings in PLTR

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$81,392,375	697,629	-2.3%	Shares	Defined	2026-08-13
2026-06-30	$81,669	700	-99.2%	Call	Sole	2026-08-13
2026-03-31	$104,498,628	714,374	+11.9%	Shares	Defined	2026-05-12
2025-12-31	$113,435,961	638,177	+4.1%	Shares	Defined	2026-02-17
2025-09-30	$111,824,006	613,003	+26.5%	Shares	Sole	2025-11-14
2025-09-30	$28,650	6,000	+200.0%	Put	Sole	2025-11-14
2025-06-30	$66,062,852	484,616	+10.7%	Shares	Sole	2025-08-08
2025-06-30	$16,850	2,000	—	Put	Sole	2025-08-08
2025-06-30	$12,486,912	91,600	+189.9%	Call	Sole	2025-08-08
2025-03-31	$36,962,388	437,943	-6.2%	Shares	Sole	2025-05-15
2025-03-31	$2,667,040	31,600	+6220.0%	Call	Sole	2025-05-15
2024-12-31	$35,329,570	467,137	+41.7%	Shares	Defined	2025-02-14
2024-09-30	$12,264,281	329,685	-2.2%	Shares	Defined	2024-10-11
2024-06-30	$12,665	500	0.0%	Call	Sole	2024-08-15
2024-06-30	$8,538,992	337,110	+7.9%	Shares	Defined	2024-08-15
2024-03-31	$7,191,797	312,551	-0.0%	Shares	Sole	2024-05-13
2023-12-31	$5,368,458	312,665	+21.7%	Shares	Defined	2024-02-14
2023-09-30	$4,111,152	256,947	+50.0%	Shares	Defined	2023-11-16
2023-09-30	$1,391	500	0.0%	Call	Sole	2023-11-16
2023-06-30	$7,665	500	0.0%	Call	Sole	2023-07-21
2023-06-30	$2,626,504	171,331	+51.1%	Shares	Sole	2023-07-21
2023-03-31	$210	500	-54.5%	Call	Sole	2023-05-15
2023-03-31	$958,246	113,402	+16.9%	Shares	Sole	2023-05-15
2022-12-31	$622,605	96,979	-13.2%	Shares	Sole	2023-02-10
2022-12-31	$715	1,100	+10.0%	Call	Sole	2023-02-10
2022-09-30	$908,129	111,701	+0.1%	Shares	Sole	2022-11-03
2022-06-30	$1,011,885	111,564	+5.5%	Shares	Sole	2022-08-15
2022-06-30	$9,070	1,000	-87.7%	Call	Sole	2022-08-15
2022-03-31	$1,451,384	105,709	+20.3%	Shares	Sole	2022-05-16
2021-12-31	$1,600,677	87,901	+18.7%	Shares	Sole	2022-02-11
2021-09-30	$1,780,041	74,045	-57.9%	Shares	Sole	2021-11-10
2021-09-30	$19,212	8,100	-19.0%	Call	Sole	2021-11-10
2021-06-30	$4,634,667	175,822	-44.3%	Shares	Sole	2021-08-04
2021-06-30	$27,000	10,000	-86.3%	Call	Sole	2021-08-04
2021-03-31	$1,557,140	73,000	+2112.1%	Call	Sole	2021-04-30
2021-03-31	$7,349,997	315,586	+56.0%	Shares	Sole	2021-04-30
2020-12-31	$4,765,554	202,359	+967.0%	Shares	Sole	2021-01-29
2020-12-31	$77,715	3,300	—	Call	Sole	2021-01-29
2020-09-30	$180,167	18,965	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.