Position in PLTR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$28,384,994
-$6,268,152 QoQ
Shares Held
243,293
+2.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#322
of 2,821 holders
Holding Since
Jun 2023
13 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 Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$23,334
PutShares
200
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, 2026Sequoia Financial Advisors, LLC holds $470,318,257 across 45 Software - Infrastructure names. PLTR ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
906,219 | $338,037,811 | |
| 2 | PANW |
Palo Alto Networks Inc
|
108,160 | $36,884,723 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
243,293 | $28,384,994 | |
| 4 | ORCL |
Oracle Corp
|
109,489 | $16,045,612 | |
| 5 | FFIV |
F5, Inc.
|
22,144 | $9,211,018 | |
| 6 | SNPS |
Synopsys Inc
|
14,866 | $6,631,276 | |
| 7 | FTNT |
Fortinet, Inc.
|
34,304 | $5,269,780 | |
| 8 | AKAM |
Akamai Technologies Inc
|
30,710 | $3,630,229 |
All Filings in PLTR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,334 | 200 | Put | Sole | 2026-07-17 | |
| 2026-06-30 | $28,384,994 | 243,293 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $29,256 | 200 | Put | Sole | 2026-04-30 | |
| 2026-03-31 | $34,653,146 | 236,896 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $41,604,342 | 234,061 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $42,852,282 | 234,910 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $40,264,565 | 295,368 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $24,037,795 | 284,808 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $21,307,088 | 281,728 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $10,795,663 | 290,206 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $7,408,290 | 292,471 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $5,331,969 | 231,724 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,473,302 | 202,289 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $358,480 | 22,405 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $326,743 | 21,314 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||