Position in PLTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,138,207
-$10,116,217 QoQ
Shares Held
112,610
-29.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#435
of 2,771 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$513,348
PutShares
4,400
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, 2026Aptus Capital Advisors, LLC holds $323,631,957 across 18 Software - Infrastructure names. PLTR ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
546,081 | $203,699,134 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
39,116 | $29,850,983 | |
| 3 | PANW |
Palo Alto Networks Inc
|
64,288 | $21,923,493 | |
| 4 | ORCL |
Oracle Corp
|
131,949 | $19,337,125 | |
| 5 | ATEN |
A10 Networks, Inc.
|
457,762 | $17,101,988 | |
| 6 | PLTR |
Palantir Technologies Inc.
This page
|
112,610 | $13,138,207 | |
| 7 | IOT |
Samsara Inc.
|
224,249 | $7,272,395 | |
| 8 | FTNT |
Fortinet, Inc.
|
32,492 | $4,991,421 |
All Filings in PLTR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,138,207 | 112,610 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $513,348 | 4,400 | Put | Sole | 2026-08-12 | |
| 2026-03-31 | $23,254,424 | 158,972 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $26,173,331 | 147,248 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,401,984 | 139,250 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $19,020,592 | 139,529 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,185,733 | 49,594 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,610,273 | 47,736 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $498,182 | 13,392 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $327,668 | 12,936 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $255,986 | 11,125 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $742,992 | 46,437 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $624,712 | 40,751 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $284,020 | 33,612 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||