Beacon Pointe Advisors, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1744317
NEWPORT BEACH, CA
Position in PLTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$37,019,811
-$4,562,668 QoQ
Shares Held
253,075
+8.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 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)
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 Mar 31, 2026Beacon Pointe Advisors, LLC holds $533,279,851 across 27 Software - Infrastructure names. PLTR ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
891,062 | $329,844,420 | |
| 2 | PANW |
Palo Alto Networks Inc
|
247,635 | $39,700,843 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
253,075 | $37,019,811 | |
| 4 | FTNT |
Fortinet, Inc.
|
394,508 | $32,239,193 | |
| 5 | ORCL |
Oracle Corp
|
165,908 | $24,406,725 | |
| 6 | RBRK |
Rubrik, Inc.
|
392,054 | $19,198,884 | |
| 7 | XYZ |
Block, Inc.
|
206,096 | $12,402,857 | |
| 8 | OKTA |
Okta, Inc.
|
106,514 | $8,383,716 |
All Filings in PLTR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||