Position in PLTR
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$23,407,140
-$1,414,581 QoQ
Shares Held
160,016
+14.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
3.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 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 Mar 31, 2026CallValue
$3,510,720
CallShares
24,000
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, 2026HOEY INVESTMENTS, INC holds $65,094,620 across 10 Software - Infrastructure names. PLTR ranks #2 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
111,911 | $41,426,094 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
160,016 | $23,407,140 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,202 | $117,318 | |
| 4 | PANW |
Palo Alto Networks Inc
|
409 | $65,570 | |
| 5 | NTAP |
NetApp, Inc.
|
400 | $40,956 | |
| 6 | QLYS |
Qualys, Inc.
|
300 | $26,355 | |
| 7 | ORCL |
Oracle Corp
|
34 | $5,001 | |
| 8 | SNPS |
Synopsys Inc
|
8 | $3,171 |
All Filings in PLTR
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,407,140 | 160,016 | Shares | Sole | 2026-04-29 | |
| 2026-03-31 | $3,510,720 | 24,000 | Call | Sole | 2026-04-29 | |
| 2025-12-31 | $24,821,721 | 139,644 | Shares | Sole | 2026-01-28 | |
| 2025-12-31 | $2,150,775 | 12,100 | Call | Sole | 2026-01-28 | |
| 2025-09-30 | $24,808,572 | 135,997 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $1,240,456 | 6,800 | Call | Sole | 2025-11-13 | |
| 2025-06-30 | $18,730,368 | 137,400 | Shares | Sole | 2025-07-14 | |
| 2025-06-30 | $681,600 | 5,000 | Call | Sole | 2025-07-14 | |
| 2025-03-31 | $11,816,844 | 140,010 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 | $548,600 | 6,500 | Call | Sole | 2025-04-16 | |
| 2024-12-31 | $1,096,635 | 14,500 | Call | Sole | 2025-02-12 | |
| 2024-12-31 | $13,360,720 | 176,659 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $404,996 | 10,887 | Shares | Sole | 2024-10-28 | |
| 2024-09-30 | $744,000 | 20,000 | Call | Sole | 2024-10-28 | |
| 2024-06-30 | $506,600 | 20,000 | Call | Sole | 2024-07-31 | |
| 2024-06-30 | $275,767 | 10,887 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $161,070 | 7,000 | Call | Sole | 2024-05-10 | |
| 2024-03-31 | $25,311 | 1,100 | Shares | Sole | 2024-05-10 | |
| 2023-06-30 | $76,650 | 5,000 | Call | Sole | 2024-04-22 | |
| 2023-06-30 | $915,875 | 59,744 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $281,908 | 33,362 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $59,150 | 7,000 | Call | Sole | 2024-04-22 | |
| 2022-12-31 | $77,040 | 12,000 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $79,608 | 12,400 | Call | Sole | 2023-02-14 | |
| 2022-09-30 | $100,812 | 12,400 | Call | Sole | 2022-11-14 | |
| 2022-09-30 | $325,200 | 40,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $41,722 | 4,600 | Call | Sole | 2022-08-11 | |
| 2022-06-30 | $136,050 | 15,000 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $20,595 | 1,500 | Shares | Sole | 2022-04-25 | |
| 2022-03-31 | $63,158 | 4,600 | Call | Sole | 2022-04-25 | |
| 2021-12-31 | $83,766 | 4,600 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $63,735 | 3,500 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $110,584 | 4,600 | Call | Sole | 2021-11-12 | |
| 2021-09-30 | $110,584 | 4,600 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $112,030 | 4,250 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $121,256 | 4,600 | Call | Sole | 2021-11-12 | |
| 2021-03-31 | $221,255 | 9,500 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $402,422 | 17,088 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||