Creative Planning

Position in PLTR — Palantir Technologies Inc.

CIK 1540235 OVERLAND PARK, KS

Back to PLTR Full portfolio

Position in PLTR

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$104,498,628

-$8,937,333 QoQ

Shares Held

714,374

+11.9% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0.5803682664822628.ToString("F0")% Shared 0.ToString("F0")% None 99.41963173351773.ToString("F0")%

Common Shares in PLTR Over Time

Shares Held

Position Value (USD)

Derivatives in PLTR

reported options exposure · as of Sep 30, 2025

CallValue

CallShares

PutValue

$1,094,520

PutShares

6,000

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, 2026

Creative Planning holds $2,068,804,700 across 87 Software - Infrastructure names. PLTR ranks #3 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	3,870,580	$1,432,772,598
2	ORCL	Oracle Corp	1,066,125	$156,837,648
3	PLTR	Palantir Technologies Inc. This page	714,374	$104,498,628
4	PANW	Palo Alto Networks Inc	403,778	$64,733,688
5	FTNT	Fortinet, Inc.	400,266	$32,709,737
6	SNPS	Synopsys Inc	71,610	$28,391,931
7	ZS	Zscaler, Inc.	160,547	$22,523,138
8	NET	Cloudflare, Inc.	93,302	$19,251,933

All Filings in PLTR

Export CSV

37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	+10116.7%	Shares	Sole	2025-11-14
2025-09-30	$1,094,520	6,000	-98.8%	Put	Sole	2025-11-14
2025-06-30	$66,062,852	484,616	+24130.8%	Shares	Sole	2025-08-08
2025-06-30	$272,640	2,000	-97.8%	Put	Sole	2025-08-08
2025-06-30	$12,486,912	91,600	-79.1%	Call	Sole	2025-08-08
2025-03-31	$36,962,388	437,943	+1285.9%	Shares	Sole	2025-05-15
2025-03-31	$2,667,040	31,600	-93.2%	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	+65837.0%	Shares	Defined	2024-10-11
2024-06-30	$12,665	500	-99.9%	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	+51289.4%	Shares	Defined	2023-11-16
2023-09-30	$8,000	500	0.0%	Call	Sole	2023-11-16
2023-06-30	$7,665	500	-99.7%	Call	Sole	2023-07-21
2023-06-30	$2,626,504	171,331	+34166.2%	Shares	Sole	2023-07-21
2023-03-31	$4,225	500	-99.6%	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	+8716.3%	Shares	Sole	2023-02-10
2022-12-31	$7,062	1,100	-99.0%	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	+11056.4%	Shares	Sole	2022-08-15
2022-06-30	$9,070	1,000	-99.1%	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	+814.1%	Shares	Sole	2021-11-10
2021-09-30	$194,724	8,100	-95.4%	Call	Sole	2021-11-10
2021-06-30	$4,634,667	175,822	+1658.2%	Shares	Sole	2021-08-04
2021-06-30	$263,600	10,000	-86.3%	Call	Sole	2021-08-04
2021-03-31	$1,700,170	73,000	-76.9%	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	+6032.1%	Shares	Sole	2021-01-29
2020-12-31	$77,715	3,300	-82.6%	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.