Position in PLTR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$381,498
-$56,655 QoQ
Shares Held
2,608
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Crewe Advisors LLC holds $35,678,384 across 32 Software - Infrastructure names. PLTR ranks #3 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
83,595 | $30,944,361 | |
| 2 | ORCL |
Oracle Corp
|
18,244 | $2,683,874 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
2,608 | $381,498 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,368 | $379,637 | |
| 5 | MDB |
MongoDB, Inc.
|
1,000 | $244,770 | |
| 6 | PDYN |
Palladyne AI Corp.
|
31,150 | $189,080 | |
| 7 | TOST |
Toast, Inc.
|
5,000 | $132,550 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,337 | $109,259 |
All Filings in PLTR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $381,498 | 2,608 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $438,153 | 2,465 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $416,647 | 2,284 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $104,966 | 770 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $63,806 | 756 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $61,865 | 818 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $47,244 | 1,270 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $38,222 | 1,509 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $58,652 | 2,549 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $27,024 | 1,689 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $65,750 | 4,289 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $36,242 | 4,289 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $28,421 | 4,427 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $40,227 | 4,948 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $43,617 | 4,809 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $15,858 | 1,155 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $21,032 | 1,155 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $27,766 | 1,155 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $30,445 | 1,155 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $30,905 | 1,327 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $4,050 | 172 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||