Independent Advisor Alliance
Position in PLTR — Palantir Technologies Inc.
CIK 1696899
CHARLOTTE, NC
Position in PLTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,160,937
-$5,548,537 QoQ
Shares Held
121,376
-9.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#434
of 2,837 holders
Holding Since
Dec 2020
23 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 Dec 31, 2020CallValue
$94
CallShares
4
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, 2026Independent Advisor Alliance holds $180,873,719 across 19 Software - Infrastructure names. PLTR ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
310,605 | $115,861,876 | |
| 2 | PANW |
Palo Alto Networks Inc
|
57,614 | $19,647,525 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
121,376 | $14,160,937 | |
| 4 | ORCL |
Oracle Corp
|
66,473 | $9,741,617 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
45,524 | $8,685,295 | |
| 6 | FTNT |
Fortinet, Inc.
|
18,260 | $2,805,100 | |
| 7 | TWLO |
Twilio Inc
|
7,924 | $1,634,958 | |
| 8 | SNPS |
Synopsys Inc
|
3,498 | $1,560,352 |
All Filings in PLTR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,160,937 | 121,376 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $19,709,474 | 134,738 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $22,053,442 | 124,070 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $24,904,342 | 136,522 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $19,592,455 | 143,724 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,164,349 | 96,734 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,275,363 | 56,530 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,102,682 | 29,642 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $683,403 | 26,980 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $811,470 | 35,266 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,549,435 | 148,482 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $579,424 | 36,214 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,711,830 | 176,897 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $228,141 | 26,999 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $103,349 | 16,098 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $201,632 | 24,801 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $252,227 | 27,809 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $261,762 | 19,065 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $595,794 | 32,718 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $845,414 | 35,167 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,863,309 | 70,687 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $697,931 | 29,967 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $94 | 4 | Call | Sole | 2021-02-11 | |
| 2020-12-31 | $261,687 | 11,112 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||