Synergy Asset Management, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1699080
VANCOUVER, WA
Position in PLTR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$675,521
-$917,119 QoQ
Shares Held
4,618
-48.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Synergy Asset Management, LLC holds $55,091,485 across 7 Software - Infrastructure names. PLTR ranks #2 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
143,747 | $53,210,826 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
4,618 | $675,521 | |
| 3 | FFIV |
F5, Inc.
|
1,382 | $399,854 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,046 | $328,014 | |
| 5 | NET |
Cloudflare, Inc.
|
983 | $202,832 | |
| 6 | CORZ |
Core Scientific, Inc./tx
|
12,922 | $193,313 | |
| 7 | DVLT |
Datavault AI Inc.
|
130,848 | $81,125 |
All Filings in PLTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $675,521 | 4,618 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,592,640 | 8,960 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $5,238,371 | 28,716 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,311,807 | 9,623 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $592,234 | 7,017 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $521,619 | 6,897 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||