Position in PLTR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$908,859
-$294,879 QoQ
Shares Held
7,790
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,435
of 2,821 holders
Holding Since
Jun 2024
9 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 Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$756,300
PutShares
10,000
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 Jun 30, 2026LVW Advisors, LLC holds $18,512,858 across 10 Software - Infrastructure names. PLTR ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,961 | $13,414,172 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,872 | $979,409 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
7,790 | $908,859 | |
| 4 | ORCL |
Oracle Corp
|
5,412 | $793,128 | |
| 5 | TWLO |
Twilio Inc
|
3,180 | $656,129 | |
| 6 | NET |
Cloudflare, Inc.
|
2,353 | $577,143 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,674 | $410,779 | |
| 8 | TOST |
Toast, Inc.
|
14,217 | $395,516 |
All Filings in PLTR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $908,859 | 7,790 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,203,738 | 8,229 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,374,050 | 18,982 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,584,370 | 19,649 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,502,698 | 18,359 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $949,500 | 11,250 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $756,300 | 10,000 | Put | Sole | 2025-01-16 | |
| 2024-12-31 | $1,126,281 | 14,892 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $554,577 | 14,908 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $354,923 | 14,012 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||