LAKE STREET PRIVATE WEALTH, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1772031
CHICAGO, IL
Position in PLTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,424,083
-$1,872,626 QoQ
Shares Held
55,062
-2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#637
of 2,821 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LAKE STREET PRIVATE WEALTH, LLC holds $44,560,596 across 9 Software - Infrastructure names. PLTR ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
42,653 | $15,910,422 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
66,876 | $12,758,937 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
55,062 | $6,424,083 | |
| 4 | PANW |
Palo Alto Networks Inc
|
11,790 | $4,020,625 | |
| 5 | CRWV |
CoreWeave, Inc.
|
30,468 | $3,032,784 | |
| 6 | NTAP |
NetApp, Inc.
|
9,079 | $1,405,066 | |
| 7 | ORCL |
Oracle Corp
|
3,299 | $483,468 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,935 | $297,254 |
All Filings in PLTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,424,083 | 55,062 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,296,709 | 56,718 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,812,866 | 55,206 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $10,136,167 | 55,565 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,470,063 | 54,798 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $650,639 | 7,709 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $527,065 | 6,969 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||