NorthCoast Asset Management LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1665198
STAMFORD, CT
Position in PLTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,765,386
-$10,032,591 QoQ
Shares Held
40,845
-59.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#725
of 2,816 holders
Holding Since
Mar 2024
10 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, 2026NorthCoast Asset Management LLC holds $191,566,887 across 11 Software - Infrastructure names. PLTR ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
403,049 | $150,345,337 | |
| 2 | PANW |
Palo Alto Networks Inc
|
39,060 | $13,320,241 | |
| 3 | ORCL |
Oracle Corp
|
87,531 | $12,827,668 | |
| 4 | PLTR |
Palantir Technologies Inc.
This page
|
40,845 | $4,765,386 | |
| 5 | AVPT |
AvePoint, Inc.
|
320,000 | $3,587,200 | |
| 6 | MDB |
MongoDB, Inc.
|
5,743 | $1,929,073 | |
| 7 | ZETA |
Zeta Global Holdings Corp.
|
92,020 | $1,810,953 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
6,980 | $1,331,679 |
All Filings in PLTR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,765,386 | 40,845 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,797,977 | 101,162 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $17,911,867 | 100,770 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $30,649,113 | 168,014 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $24,174,443 | 177,336 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,711,906 | 150,615 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $8,021,695 | 106,065 | Shares | Sole | 2025-08-25 | |
| 2024-09-30 | $3,683,246 | 99,012 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,990,608 | 78,587 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,303,286 | 56,640 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||