Taylor Frigon Capital Management LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1632665
SCOTTSDALE, AZ
Position in PLTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,116,743
-$260,892 QoQ
Shares Held
18,143
+11.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,001
of 2,821 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Taylor Frigon Capital Management LLC holds $18,672,869 across 6 Software - Infrastructure names. PLTR ranks #6 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
12,837 | $4,377,673 | |
| 2 | NET |
Cloudflare, Inc.
|
15,460 | $3,792,028 | |
| 3 | GTLB |
Gitlab Inc.
|
103,135 | $3,148,711 | |
| 4 | MDB |
MongoDB, Inc.
|
9,002 | $3,023,771 | |
| 5 | TOST |
Toast, Inc.
|
79,581 | $2,213,943 | |
| 6 | PLTR |
Palantir Technologies Inc.
This page
|
18,143 | $2,116,743 |
All Filings in PLTR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,116,743 | 18,143 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,377,635 | 16,254 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||