Position in PLTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$59,968
-$14,049 QoQ
Shares Held
514
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,604
of 2,816 holders
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Winch Advisory Services, LLC holds $18,073,797 across 11 Software - Infrastructure names. PLTR ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
40,976 | $15,284,867 | |
| 2 | ORCL |
Oracle Corp
|
17,937 | $2,628,667 | |
| 3 | PANW |
Palo Alto Networks Inc
|
222 | $75,706 | |
| 4 | PLTR |
Palantir Technologies Inc.
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|
514 | $59,968 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
36 | $6,868 | |
| 6 | CRWV |
CoreWeave, Inc.
|
58 | $5,773 | |
| 7 | NET |
Cloudflare, Inc.
|
22 | $5,396 | |
| 8 | SNPS |
Synopsys Inc
|
10 | $4,460 |
All Filings in PLTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,968 | 514 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $74,017 | 506 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $85,675 | 482 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $87,926 | 482 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $43,622 | 320 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $22,788 | 270 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $20,420 | 270 | Shares | Sole | 2025-01-14 | |
| 2021-09-30 | $13,919 | 579 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $16,949 | 643 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $14,975 | 643 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $12,764 | 542 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||