Position in PLTR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,520,357
-$1,061,804 QoQ
Shares Held
47,316
+5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#677
of 2,820 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Jun 30, 2023CallValue
$15,330
CallShares
1,000
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, 2026Valeo Financial Advisors, LLC holds $97,734,036 across 13 Software - Infrastructure names. PLTR ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
179,265 | $66,869,430 | |
| 2 | ORCL |
Oracle Corp
|
80,686 | $11,824,533 | |
| 3 | PANW |
Palo Alto Networks Inc
|
23,089 | $7,873,810 | |
| 4 | PLTR |
Palantir Technologies Inc.
This page
|
47,316 | $5,520,357 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
36,984 | $1,763,998 | |
| 6 | FTNT |
Fortinet, Inc.
|
11,303 | $1,736,366 | |
| 7 | NTAP |
NetApp, Inc.
|
3,461 | $535,624 | |
| 8 | TWLO |
Twilio Inc
|
2,382 | $491,478 |
All Filings in PLTR
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,520,357 | 47,316 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $6,582,161 | 44,997 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,735,701 | 49,146 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,822,560 | 48,364 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $7,278,806 | 53,395 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $3,909,745 | 46,324 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,491,610 | 46,167 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,370,931 | 36,853 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $916,363 | 36,177 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $822,860 | 35,761 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $538,640 | 31,371 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $491,136 | 30,696 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $15,330 | 1,000 | Call | Sole | 2023-07-14 | |
| 2023-06-30 | $358,737 | 23,401 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $241,171 | 28,541 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $152,417 | 23,741 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $173,664 | 21,361 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $285,868 | 31,518 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $23,341 | 1,700 | Call | Sole | 2022-04-28 | |
| 2022-03-31 | $517,703 | 37,706 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $621,343 | 34,121 | Shares | Sole | 2022-01-07 | |
| 2021-12-31 | $18,210 | 1,000 | Call | Sole | 2022-01-07 | |
| 2021-09-30 | $19,232 | 800 | Call | Sole | 2021-11-02 | |
| 2021-09-30 | $733,941 | 30,530 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $21,088 | 800 | Call | Sole | 2021-07-22 | |
| 2021-06-30 | $686,678 | 26,050 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $16,303 | 700 | Call | Sole | 2021-04-12 | |
| 2021-03-31 | $480,472 | 20,630 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $234,134 | 9,942 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||