Bayesian Capital Management, LP
Position in PLTR — Palantir Technologies Inc.
CIK 1632551
Brooklyn, NY
Position in PLTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,100,060
-$5,861,028 QoQ
Shares Held
18,000
-69.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#1,004
of 2,821 holders
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Bayesian Capital Management, LP holds $15,263,234 across 9 Software - Infrastructure names. PLTR ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
16,196 | $6,041,431 | |
| 2 | ORCL |
Oracle Corp
|
34,855 | $5,108,000 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
18,000 | $2,100,060 | |
| 4 | AKAM |
Akamai Technologies Inc
|
3,636 | $429,811 | |
| 5 | PATH |
UiPath, Inc.
|
36,900 | $401,103 | |
| 6 | DBX |
Dropbox, Inc.
|
13,287 | $364,993 | |
| 7 | NET |
Cloudflare, Inc.
|
1,449 | $355,410 | |
| 8 | TWLO |
Twilio Inc
|
1,200 | $247,596 |
All Filings in PLTR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,100,060 | 18,000 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $7,961,088 | 58,400 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,578,560 | 42,400 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $2,737,920 | 73,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,089,725 | 82,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,049,760 | 176,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,035,656 | 176,800 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,769,600 | 173,100 | Shares | Sole | 2023-11-14 | |
| 2022-03-31 | $1,717,417 | 125,085 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $300,465 | 16,500 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $626,050 | 23,750 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,424,794 | 147,050 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||