Position in PLTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$313,958
-$67,540 QoQ
Shares Held
2,691
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,150
of 2,833 holders
Holding Since
Dec 2020
22 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 Jun 30, 2026Crewe Advisors LLC holds $37,040,730 across 37 Software - Infrastructure names. PLTR ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
87,611 | $32,680,655 | |
| 2 | ORCL |
Oracle Corp
|
7,936 | $1,163,020 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,446 | $834,134 | |
| 4 | MDB |
MongoDB, Inc.
|
1,000 | $335,900 | |
| 5 | PLTR |
Palantir Technologies Inc.
This page
|
2,691 | $313,958 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,519 | $233,348 | |
| 7 | OKTA |
Okta, Inc.
|
1,500 | $204,675 | |
| 8 | PDYN |
Palladyne AI Corp.
|
31,150 | $189,392 |
All Filings in PLTR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,958 | 2,691 | Shares | Sole | 2026-07-24 | |
| 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. | ||||||