Position in PLTR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$71,128,177
-$5,229,796 QoQ
Shares Held
609,653
+16.8% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#195
of 2,816 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 Jun 30, 2025CallValue
$210
CallShares
200
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, 2026AE Wealth Management LLC holds $694,510,793 across 25 Software - Infrastructure names. PLTR ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,366,663 | $509,792,590 | |
| 2 | PLTR |
Palantir Technologies Inc.
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|
609,653 | $71,128,177 | |
| 3 | ORCL |
Oracle Corp
|
427,803 | $62,694,490 | |
| 4 | PANW |
Palo Alto Networks Inc
|
35,280 | $12,031,156 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
60,804 | $11,600,458 | |
| 6 | VRSN |
Verisign Inc/Ca
|
34,438 | $8,663,195 | |
| 7 | OKTA |
Okta, Inc.
|
36,782 | $5,018,877 | |
| 8 | SNPS |
Synopsys Inc
|
6,473 | $2,887,391 |
All Filings in PLTR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,128,177 | 609,653 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $76,357,973 | 521,999 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $90,776,725 | 510,699 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $90,464,239 | 495,912 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $210 | 200 | Call | Sole | 2025-08-06 | |
| 2025-06-30 | $63,505,190 | 465,854 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $25,815,329 | 305,869 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $24,150,470 | 319,324 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $12,195,275 | 327,830 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $7,192,732 | 283,961 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $4,090,349 | 177,764 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $9,201,111 | 535,883 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,083,872 | 192,742 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,651,041 | 107,700 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,089,287 | 247,253 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,487,623 | 231,717 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,084,442 | 256,389 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,265,441 | 249,773 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,544,275 | 258,141 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,995,858 | 274,347 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $6,510,681 | 270,827 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $6,758,677 | 256,399 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $5,254,782 | 225,624 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,005,420 | 42,693 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||