Position in PLTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$63,291,024
-$15,106,423 QoQ
Shares Held
542,479
+1.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#206
of 2,816 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Jun 30, 2026CallValue
$58,335
CallShares
500
PutValue
$24,139,023
PutShares
206,900
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, 2026Lido Advisors, LLC holds $1,026,602,793 across 33 Software - Infrastructure names. PLTR ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,004,948 | $747,885,701 | |
| 2 | PANW |
Palo Alto Networks Inc
|
266,639 | $90,929,230 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
542,479 | $63,291,024 | |
| 4 | ORCL |
Oracle Corp
|
279,865 | $41,014,214 | |
| 5 | FTNT |
Fortinet, Inc.
|
179,684 | $27,603,054 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
80,132 | $15,287,981 | |
| 7 | NET |
Cloudflare, Inc.
|
21,864 | $5,362,801 | |
| 8 | NTNX |
Nutanix, Inc.
|
85,035 | $4,333,383 |
All Filings in PLTR
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,291,024 | 542,479 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $58,335 | 500 | Call | Sole | 2026-08-07 | |
| 2026-06-30 | $24,139,023 | 206,900 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $38,822,712 | 265,400 | Put | Sole | 2026-05-13 | |
| 2026-03-31 | $78,397,447 | 535,941 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $73,140 | 500 | Call | Sole | 2026-05-13 | |
| 2025-12-31 | $88,875 | 500 | Call | Sole | 2026-02-10 | |
| 2025-12-31 | $48,188,025 | 271,100 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $73,783,669 | 415,098 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $73,632,919 | 403,645 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $91,210 | 500 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $49,454,062 | 271,100 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $48,462,713 | 355,507 | Shares | Defined | 2025-08-13 | |
| 2025-06-30 | $36,642,816 | 268,800 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $136,320 | 1,000 | Call | Sole | 2025-08-13 | |
| 2025-03-31 | $26,957,612 | 319,403 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $27,566,452 | 364,491 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,711,270 | 422,346 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $14,645,640 | 393,700 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $687,304 | 27,134 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $875,852 | 38,064 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $203,533 | 11,854 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $205,280 | 12,830 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $202,095 | 13,183 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $151,381 | 17,915 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,420 | 1,000 | Call | Sole | 2023-02-14 | |
| 2022-12-31 | $180,697 | 28,146 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,960,285 | 487,120 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,872,046 | 426,907 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,385,578 | 392,249 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,857,219 | 101,989 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,495,159 | 103,792 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $1,163,135 | 44,125 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,410,698 | 60,571 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,888,124 | 122,638 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||