Position in PLTR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$8,159,316
-$4,807,382 QoQ
Shares Held
69,935
-21.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#566
of 2,821 holders
Holding Since
Dec 2020
23 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 Mar 31, 2023CallValue
$26,400
CallShares
20,000
PutValue
$0
PutShares
0
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, 2026Dynamic Advisor Solutions LLC holds $67,214,196 across 13 Software - Infrastructure names. PLTR ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
124,487 | $46,436,140 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
69,935 | $8,159,316 | |
| 3 | PANW |
Palo Alto Networks Inc
|
18,998 | $6,478,697 | |
| 4 | ORCL |
Oracle Corp
|
17,689 | $2,592,322 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
16,288 | $776,876 | |
| 6 | SNPS |
Synopsys Inc
|
1,237 | $551,788 | |
| 7 | NET |
Cloudflare, Inc.
|
1,894 | $464,560 | |
| 8 | CRWV |
CoreWeave, Inc.
|
4,280 | $426,031 |
All Filings in PLTR
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,159,316 | 69,935 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $12,966,698 | 88,643 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $14,726,409 | 82,849 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $15,469,945 | 84,804 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $9,650,092 | 70,790 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $5,704,258 | 67,586 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,244,259 | 69,341 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,959,743 | 79,563 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,628,541 | 64,293 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,327,032 | 57,672 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,022,336 | 59,542 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,358,016 | 84,876 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $538,098 | 35,101 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $409,326 | 48,441 | Shares | Sole | 2023-04-11 | |
| 2023-03-31 | $26,400 | 20,000 | Call | Sole | 2023-04-11 | |
| 2022-12-31 | $440,630 | 68,634 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $403,922 | 49,683 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $408,558 | 45,045 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $506,417 | 36,884 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $992,900 | 54,525 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,000 | 500 | Call | Sole | 2021-10-28 | |
| 2021-09-30 | $994,366 | 41,363 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,158,522 | 43,950 | Shares | Sole | 2021-08-10 | |
| 2021-06-30 | $1,000 | 200 | Call | Sole | 2021-08-10 | |
| 2021-06-30 | $6,000 | 2,000 | Put | Sole | 2021-08-10 | |
| 2021-03-31 | $568,951 | 24,429 | Shares | Sole | 2021-04-27 | |
| 2021-03-31 | $46,580 | 2,000 | Put | Sole | 2021-04-27 | |
| 2021-03-31 | $2,329 | 100 | Call | Sole | 2021-04-27 | |
| 2020-12-31 | $457,034 | 19,407 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||