Teamwork Financial Advisors, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1629931
San Antonio, TX
Position in PLTR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$12,367,136
-$1,954,553 QoQ
Shares Held
106,001
+8.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#459
of 2,816 holders
Holding Since
Dec 2020
12 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
$175,005
CallShares
1,500
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, 2026Teamwork Financial Advisors, LLC holds $50,872,318 across 9 Software - Infrastructure names. PLTR ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
62,278 | $23,230,939 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
106,001 | $12,367,136 | |
| 3 | ORCL |
Oracle Corp
|
70,863 | $10,384,972 | |
| 4 | PATH |
UiPath, Inc.
|
165,047 | $1,794,060 | |
| 5 | CRWV |
CoreWeave, Inc.
|
11,085 | $1,103,400 | |
| 6 | PANW |
Palo Alto Networks Inc
|
2,194 | $748,197 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
13,796 | $658,017 | |
| 8 | NET |
Cloudflare, Inc.
|
1,355 | $332,354 |
All Filings in PLTR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,367,136 | 106,001 | Shares | Sole | 2026-07-08 | |
| 2026-06-30 | $175,005 | 1,500 | Call | Sole | 2026-07-08 | |
| 2026-03-31 | $775,284 | 5,300 | Call | Sole | 2026-04-09 | |
| 2026-03-31 | $14,321,689 | 97,906 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $15,854,411 | 89,195 | Shares | Sole | 2026-01-09 | |
| 2025-12-31 | $2,133,000 | 12,000 | Call | Sole | 2026-01-09 | |
| 2025-09-30 | $15,804,139 | 86,636 | Shares | Sole | 2025-10-08 | |
| 2025-09-30 | $2,262,008 | 12,400 | Call | Sole | 2025-10-08 | |
| 2025-06-30 | $926,976 | 6,800 | Call | Sole | 2025-07-07 | |
| 2025-06-30 | $3,862,218 | 28,332 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $2,562,046 | 30,356 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $252,226 | 3,335 | Shares | Sole | 2025-01-17 | |
| 2021-12-31 | $654,995 | 35,969 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $921,260 | 38,322 | Shares | Defined | 2021-10-13 | |
| 2021-06-30 | $1,008,955 | 38,276 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,217,740 | 52,286 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $313,945 | 13,331 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||