Perennial Investment Advisors, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1801523
Los Angeles, CA
Position in PLTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,493,873
-$553,488 QoQ
Shares Held
47,089
+13.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#663
of 2,771 holders
Holding Since
Dec 2020
22 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, 2025CallValue
$122,688
CallShares
900
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, 2026Perennial Investment Advisors, LLC holds $28,494,362 across 11 Software - Infrastructure names. PLTR ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
37,244 | $13,892,756 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
47,089 | $5,493,873 | |
| 3 | PANW |
Palo Alto Networks Inc
|
8,885 | $3,029,962 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
3,795 | $2,896,116 | |
| 5 | ORCL |
Oracle Corp
|
10,982 | $1,609,412 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,795 | $429,367 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,362 | $334,653 | |
| 8 | TWLO |
Twilio Inc
|
1,494 | $308,257 |
All Filings in PLTR
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,493,873 | 47,089 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,047,361 | 41,341 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,037,833 | 39,594 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,152,140 | 39,207 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,132,311 | 37,649 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $122,688 | 900 | Call | Sole | 2025-08-11 | |
| 2025-03-31 | $3,250,328 | 38,511 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $75,960 | 900 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $2,774,108 | 36,680 | Shares | Sole | 2025-02-13 | |
| 2024-12-31 | $75,630 | 1,000 | Call | Sole | 2025-02-13 | |
| 2024-09-30 | $1,052,425 | 28,291 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $550,040 | 21,715 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $115,050 | 5,000 | Put | Sole | 2024-05-14 | |
| 2024-03-31 | $293,929 | 12,774 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $173,966 | 10,132 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $234,640 | 14,665 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $282,623 | 18,436 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $296,637 | 35,105 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $126,750 | 15,000 | Call | Sole | 2023-05-12 | |
| 2022-12-31 | $109,493 | 17,055 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $151,543 | 18,640 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $168,475 | 18,575 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $229,153 | 16,690 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $297,405 | 16,332 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $380,481 | 15,827 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $646,663 | 24,532 | Shares | Sole | 2021-07-29 | |
| 2020-12-31 | $243,318 | 10,332 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||