BELLEVUE ASSET MANAGEMENT, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1801619
BELLEVUE, WA
Position in PLTR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$36,051
-$13,391 QoQ
Shares Held
309
-8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,655
of 2,820 holders
Holding Since
Dec 2020
23 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, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $48,786,290 across 12 Software - Infrastructure names. PLTR ranks #3 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
130,090 | $48,526,171 | |
| 2 | ORCL |
Oracle Corp
|
1,243 | $182,161 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
309 | $36,051 | |
| 4 | FTNT |
Fortinet, Inc.
|
139 | $21,353 | |
| 5 | ZS |
Zscaler, Inc.
|
31 | $4,375 | |
| 6 | RDWR |
Radware Ltd
|
108 | $3,332 | |
| 7 | NTAP |
NetApp, Inc.
|
18 | $2,785 | |
| 8 | XYZ |
Block, Inc.
|
36 | $2,736 |
All Filings in PLTR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,051 | 309 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $49,442 | 338 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $46,926 | 264 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $48,158 | 264 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,953 | 29 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,447 | 29 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,512,675 | 20,001 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $744,000 | 20,000 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $506,600 | 20,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $460,200 | 20,000 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $343,400 | 20,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $320,000 | 20,000 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $306,600 | 20,000 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $169,000 | 20,000 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $128,400 | 20,000 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $162,600 | 20,000 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $181,400 | 20,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $274,600 | 20,000 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $364,200 | 20,000 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $480,800 | 20,000 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $527,200 | 20,000 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $349,350 | 15,000 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $235,500 | 10,000 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||