Position in PLTR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$11,641,099
-$15,937,361 QoQ
Shares Held
99,778
-47.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#469
of 2,821 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Jun 30, 2026CallValue
$151,671
CallShares
1,300
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, 2026SteelPeak Wealth, LLC holds $100,829,649 across 10 Software - Infrastructure names. PLTR ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
195,044 | $72,755,312 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
99,778 | $11,641,099 | |
| 3 | PANW |
Palo Alto Networks Inc
|
21,255 | $7,248,380 | |
| 4 | NET |
Cloudflare, Inc.
|
10,035 | $2,461,384 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
44,940 | $2,143,469 | |
| 6 | ORCL |
Oracle Corp
|
14,262 | $2,090,096 | |
| 7 | CRWV |
CoreWeave, Inc.
|
9,385 | $934,182 | |
| 8 | OKTA |
Okta, Inc.
|
5,060 | $690,437 |
All Filings in PLTR
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,641,099 | 99,778 | Shares | Sole | 2026-07-13 | |
| 2026-06-30 | $151,671 | 1,300 | Call | Sole | 2026-07-13 | |
| 2026-03-31 | $27,578,460 | 188,532 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $204,792 | 1,400 | Call | Sole | 2026-05-05 | |
| 2025-12-31 | $195,525 | 1,100 | Call | Sole | 2026-01-20 | |
| 2025-12-31 | $38,053,431 | 214,084 | Shares | Sole | 2026-01-20 | |
| 2025-12-31 | $302,175 | 1,700 | Put | Sole | 2026-01-20 | |
| 2025-09-30 | $310,114 | 1,700 | Put | Sole | 2025-10-21 | |
| 2025-09-30 | $492,534 | 2,700 | Call | Sole | 2025-10-21 | |
| 2025-09-30 | $43,636,140 | 239,207 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $231,744 | 1,700 | Put | Sole | 2025-07-23 | |
| 2025-06-30 | $34,984,619 | 256,636 | Shares | Sole | 2025-07-23 | |
| 2025-06-30 | $354,432 | 2,600 | Call | Sole | 2025-07-23 | |
| 2025-03-31 | $523,280 | 6,200 | Put | Sole | 2025-05-01 | |
| 2025-03-31 | $59,080 | 700 | Call | Sole | 2025-05-01 | |
| 2025-03-31 | $31,648,902 | 374,987 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,114,347 | 54,401 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,028,914 | 27,659 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $890,450 | 35,154 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $513,261 | 22,306 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $248,570 | 14,477 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $353,024 | 22,064 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,490,811 | 97,248 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $832,054 | 98,468 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $635,682 | 99,016 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $754,260 | 92,775 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $762,832 | 84,105 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,022,445 | 74,468 | Shares | Sole | 2022-05-10 | |
| 2022-03-31 | $274,600 | 20,000 | Call | Sole | 2022-05-10 | |
| 2021-12-31 | $366,021 | 20,100 | Call | Sole | 2022-01-31 | |
| 2021-12-31 | $1,235,839 | 67,866 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,188,008 | 49,418 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $336,560 | 14,000 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $276,780 | 10,500 | Call | Sole | 2021-08-13 | |
| 2021-06-30 | $1,083,527 | 41,105 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $446,702 | 19,180 | Shares | Sole | 2021-05-18 | |
| 2021-03-31 | $698,700 | 30,000 | Call | Sole | 2021-05-18 | |
| 2020-12-31 | $308,481 | 13,099 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||