Independent Advisor Alliance

Position in PLTR — Palantir Technologies Inc.

CIK 1696899 CHARLOTTE, NC

Back to PLTR Full portfolio

Position in PLTR

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$19,709,474

-$2,343,968 QoQ

Shares Held

134,738

+8.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in PLTR Over Time

Shares Held

Position Value (USD)

Derivatives in PLTR

reported options exposure · as of Dec 31, 2020

CallValue

$94

CallShares

PutValue

PutShares

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 Mar 31, 2026

Independent Advisor Alliance holds $159,553,291 across 19 Software - Infrastructure names. PLTR ranks #2 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	306,720	$113,538,541
2	PLTR	Palantir Technologies Inc. This page	134,738	$19,709,474
3	ORCL	Oracle Corp	65,827	$9,683,809
4	PANW	Palo Alto Networks Inc	49,775	$7,979,927
5	SNPS	Synopsys Inc	3,527	$1,398,384
6	CRWD	CrowdStrike Holdings, Inc.	13,093	$1,277,909
7	CRWV	CoreWeave, Inc.	15,111	$1,170,648
8	NET	Cloudflare, Inc.	5,391	$1,112,378

All Filings in PLTR

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23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,709,474	134,738	+8.6%	Shares	Sole	2026-05-12
2025-12-31	$22,053,442	124,070	-9.1%	Shares	Sole	2026-02-04
2025-09-30	$24,904,342	136,522	-5.0%	Shares	Sole	2025-11-04
2025-06-30	$19,592,455	143,724	+48.6%	Shares	Sole	2025-08-11
2025-03-31	$8,164,349	96,734	+71.1%	Shares	Sole	2025-05-12
2024-12-31	$4,275,363	56,530	+90.7%	Shares	Sole	2025-02-07
2024-09-30	$1,102,682	29,642	+9.9%	Shares	Sole	2024-11-13
2024-06-30	$683,403	26,980	-23.5%	Shares	Sole	2024-08-12
2024-03-31	$811,470	35,266	-76.2%	Shares	Sole	2024-05-08
2023-12-31	$2,549,435	148,482	+310.0%	Shares	Sole	2024-02-08
2023-09-30	$579,424	36,214	-79.5%	Shares	Sole	2023-10-24
2023-06-30	$2,711,830	176,897	+555.2%	Shares	Sole	2023-07-28
2023-03-31	$228,141	26,999	+67.7%	Shares	Sole	2023-05-12
2022-12-31	$103,349	16,098	-35.1%	Shares	Sole	2023-02-13
2022-09-30	$201,632	24,801	-10.8%	Shares	Sole	2022-11-04
2022-06-30	$252,227	27,809	+45.9%	Shares	Sole	2022-08-04
2022-03-31	$261,762	19,065	-41.7%	Shares	Sole	2022-05-06
2021-12-31	$595,794	32,718	-7.0%	Shares	Sole	2022-02-11
2021-09-30	$845,414	35,167	-50.2%	Shares	Sole	2021-11-01
2021-06-30	$1,863,309	70,687	+135.9%	Shares	Sole	2021-08-12
2021-03-31	$697,931	29,967	+749075.0%	Shares	Sole	2021-05-14
2020-12-31	$94	4	-100.0%	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.