LYELL WEALTH MANAGEMENT, LP
Position in PLTR — Palantir Technologies Inc.
CIK 1686444
MENLO PARK, CA
Position in PLTR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$367,277
-$104,183 QoQ
Shares Held
3,148
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,028
of 2,821 holders
Holding Since
Mar 2025
6 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, 2026LYELL WEALTH MANAGEMENT, LP holds $112,073,092 across 6 Software - Infrastructure names. PLTR ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
173,721 | $59,242,335 | |
| 2 | MSFT |
Microsoft Corp
|
93,697 | $34,950,854 | |
| 3 | NET |
Cloudflare, Inc.
|
55,907 | $13,712,868 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
16,320 | $3,113,611 | |
| 5 | ORCL |
Oracle Corp
|
4,682 | $686,147 | |
| 6 | PLTR |
Palantir Technologies Inc.
This page
|
3,148 | $367,277 |
All Filings in PLTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,277 | 3,148 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $471,460 | 3,223 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $565,778 | 3,183 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $319,417 | 1,751 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $334,120 | 2,451 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $206,780 | 2,450 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||