Position in PLTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,628,394
-$1,017,252 QoQ
Shares Held
48,242
+6.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#673
of 2,821 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$1,901,925
PutShares
10,700
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 Jun 30, 2026Waverly Advisors, LLC holds $368,812,663 across 26 Software - Infrastructure names. PLTR ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
689,804 | $257,310,688 | |
| 2 | ORCL |
Oracle Corp
|
254,262 | $37,262,096 | |
| 3 | PANW |
Palo Alto Networks Inc
|
95,594 | $32,599,465 | |
| 4 | CPAY |
Corpay, Inc.
|
35,981 | $11,991,387 | |
| 5 | SNPS |
Synopsys Inc
|
14,639 | $6,530,018 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
31,852 | $6,076,883 | |
| 7 | PLTR |
Palantir Technologies Inc.
This page
|
48,242 | $5,628,394 | |
| 8 | FTNT |
Fortinet, Inc.
|
11,111 | $1,706,871 |
All Filings in PLTR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,628,394 | 48,242 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,645,646 | 45,431 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,901,925 | 10,700 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $7,838,419 | 44,098 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,429,784 | 40,729 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $1,951,894 | 10,700 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $1,458,624 | 10,700 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $6,232,005 | 45,716 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,398,224 | 63,960 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,550,616 | 86,614 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,254,367 | 87,483 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,985,495 | 117,864 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,883,598 | 81,860 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,296,558 | 75,513 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||