Position in PLTR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,868,864
-$8,383,333 QoQ
Shares Held
136,015
-18.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#94
of 1,240 holders
Holding Since
Sep 2021
19 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
$11,667
CallShares
100
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, 2026Merit Financial Group, LLC holds $305,833,799 across 49 Software - Infrastructure names. PLTR ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
520,766 | $194,256,126 | |
| 2 | ORCL |
Oracle Corp
|
113,663 | $16,657,307 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
136,015 | $15,868,864 | |
| 4 | FTNT |
Fortinet, Inc.
|
103,082 | $15,835,454 | |
| 5 | PANW |
Palo Alto Networks Inc
|
40,098 | $13,674,214 | |
| 6 | SNPS |
Synopsys Inc
|
25,247 | $11,261,924 | |
| 7 | VRSN |
Verisign Inc/Ca
|
15,534 | $3,907,730 | |
| 8 | RBRK |
Rubrik, Inc.
|
36,237 | $2,909,104 |
All Filings in PLTR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,667 | 100 | Call | Sole | 2026-07-20 | |
| 2026-06-30 | $15,868,864 | 136,015 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $24,252,197 | 165,793 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $31,782,763 | 178,806 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $29,289,716 | 160,562 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $20,914,487 | 153,422 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $11,570,058 | 137,086 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $11,500,373 | 152,061 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,233,397 | 113,801 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,962,014 | 116,937 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,268,317 | 142,039 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,323,873 | 135,345 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,123,984 | 132,749 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,070,914 | 135,089 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $854,269 | 101,097 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $644,041 | 100,318 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $815,991 | 100,368 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $794,141 | 87,557 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,202,157 | 87,557 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $540,875 | 22,499 | Shares | Sole | 2021-10-27 | |
| No filing history on record for this holder in this stock. | ||||||