Position in PLTR
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$328,544
-$182,842 QoQ
Shares Held
2,246
-21.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Avion Wealth holds $2,695,697 across 50 Software - Infrastructure names. PLTR ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,610 | $2,076,653 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
2,246 | $328,544 | |
| 3 | PANW |
Palo Alto Networks Inc
|
347 | $55,631 | |
| 4 | ORCL |
Oracle Corp
|
221 | $32,511 | |
| 5 | NET |
Cloudflare, Inc.
|
124 | $25,586 | |
| 6 | TOST |
Toast, Inc.
|
907 | $24,044 | |
| 7 | ZS |
Zscaler, Inc.
|
112 | $15,712 | |
| 8 | S |
SentinelOne, Inc.
|
1,077 | $13,871 |
All Filings in PLTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $328,544 | 2,246 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $511,386 | 2,877 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $261,407 | 1,433 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $371,063 | 2,722 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $45,322 | 537 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $40,613 | 537 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $18,339 | 493 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $4,610 | 182 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,786 | 208 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,214 | 129 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,056 | 66 | Shares | Sole | 2023-10-20 | |
| No filing history on record for this holder in this stock. | ||||||