Beacon Pointe Advisors, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1744317
NEWPORT BEACH, CA
Position in PLTR
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$56,293,041
+$19,273,230 QoQ
Shares Held
482,498
+90.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#228
of 2,831 holders
Holding Since
Dec 2020
22 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 Dec 31, 2025CallValue
$1,510,875
CallShares
8,500
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, 2026Beacon Pointe Advisors, LLC holds $661,183,142 across 28 Software - Infrastructure names. PLTR ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
874,315 | $326,136,981 | |
| 2 | PANW |
Palo Alto Networks Inc
|
243,306 | $82,972,212 | |
| 3 | FTNT |
Fortinet, Inc.
|
381,385 | $58,588,363 | |
| 4 | PLTR |
Palantir Technologies Inc.
This page
|
482,498 | $56,293,041 | |
| 5 | RBRK |
Rubrik, Inc.
|
391,778 | $31,451,937 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
149,600 | $28,541,436 | |
| 7 | ORCL |
Oracle Corp
|
159,979 | $23,444,922 | |
| 8 | XYZ |
Block, Inc.
|
178,628 | $13,575,728 |
All Filings in PLTR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,293,041 | 482,498 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $37,019,811 | 253,075 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,510,875 | 8,500 | Call | Sole | 2026-02-18 | |
| 2025-12-31 | $41,582,479 | 233,938 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,368,150 | 7,500 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $44,316,567 | 242,937 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $32,640,460 | 239,440 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $20,435,940 | 242,132 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $24,387,876 | 322,463 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,880,671 | 211,846 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,132,009 | 202,606 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,766,082 | 337,509 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,638,868 | 328,414 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,607,568 | 350,473 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,330,098 | 151,996 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,046,338 | 123,827 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $731,559 | 113,950 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $883,495 | 108,671 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $848,317 | 93,530 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,372,848 | 99,989 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,207,577 | 66,314 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,363,837 | 56,732 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $425,028 | 16,124 | Shares | Sole | 2021-08-17 | |
| 2020-12-31 | $251,725 | 10,689 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||