Position in PLTR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,567,461
-$534,436 QoQ
Shares Held
13,435
-6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,129
of 2,820 holders
Holding Since
Mar 2022
17 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 Jun 30, 2026CallValue
$46,668
CallShares
400
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, 2026Apella Capital, LLC holds $52,060,632 across 8 Software - Infrastructure names. PLTR ranks #3 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
121,343 | $45,263,365 | |
| 2 | ORCL |
Oracle Corp
|
16,125 | $2,363,118 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
13,435 | $1,567,461 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,595 | $1,225,966 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
17,280 | $824,191 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,435 | $374,064 | |
| 7 | SNPS |
Synopsys Inc
|
582 | $259,612 | |
| 8 | BB |
BLACKBERRY Ltd
|
14,455 | $182,855 |
All Filings in PLTR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,668 | 400 | Call | Sole | 2026-07-08 | |
| 2026-06-30 | $1,567,461 | 13,435 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,101,897 | 14,369 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,220,431 | 6,866 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,235,713 | 6,774 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $957,511 | 7,024 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $604,641 | 7,164 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $633,476 | 8,376 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $429,585 | 11,548 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $298,666 | 11,791 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $261,738 | 11,375 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $191,634 | 11,161 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $177,664 | 11,104 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $167,219 | 10,908 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $69,939 | 10,894 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $88,990 | 10,946 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $99,370 | 10,956 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $149,574 | 10,894 | Shares | Sole | 2022-04-11 | |
| No filing history on record for this holder in this stock. | ||||||