Position in PLTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,205,063
-$1,053,909 QoQ
Shares Held
18,900
-15.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#302
of 1,161 holders
Holding Since
Jun 2022
8 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
$58,335
CallShares
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, 2026Krilogy Financial LLC holds $53,453,848 across 28 Software - Infrastructure names. PLTR ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
69,320 | $25,857,746 | |
| 2 | PANW |
Palo Alto Networks Inc
|
16,471 | $5,616,940 | |
| 3 | FTNT |
Fortinet, Inc.
|
20,445 | $3,140,760 | |
| 4 | ORCL |
Oracle Corp
|
18,290 | $2,680,399 | |
| 5 | PLTR |
Palantir Technologies Inc.
This page
|
18,900 | $2,205,063 | |
| 6 | VRSN |
Verisign Inc/Ca
|
8,359 | $2,102,790 | |
| 7 | SNPS |
Synopsys Inc
|
3,401 | $1,517,084 | |
| 8 | RBRK |
Rubrik, Inc.
|
17,333 | $1,391,493 |
All Filings in PLTR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,205,063 | 18,900 | Shares | Sole | 2026-07-27 | |
| 2026-06-30 | $58,335 | 500 | Call | Sole | 2026-07-27 | |
| 2026-03-31 | $3,258,972 | 22,279 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,928,431 | 16,475 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,453,575 | 18,932 | Shares | Sole | 2025-11-06 | |
| 2023-03-31 | $92,561 | 10,954 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $75,653 | 11,784 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $95,072 | 11,694 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $128,376 | 14,154 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||