Position in PLTR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$10,405,481
+$47,456 QoQ
Shares Held
71,134
+22.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 30.930356791407764.ToString("F0")%
Shared 0.ToString("F0")%
None 69.06964320859224.ToString("F0")%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$2,110,000
PutShares
25,000
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, 2026NewEdge Wealth, LLC holds $400,353,006 across 21 Software - Infrastructure names. PLTR ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
768,837 | $284,600,392 | |
| 2 | FTNT |
Fortinet, Inc.
|
402,789 | $32,915,917 | |
| 3 | ORCL |
Oracle Corp
|
206,179 | $30,330,992 | |
| 4 | PLTR |
Palantir Technologies Inc.
This page
|
71,134 | $10,405,481 | |
| 5 | PANW |
Palo Alto Networks Inc
|
55,972 | $8,973,431 | |
| 6 | S |
SentinelOne, Inc.
|
388,868 | $5,008,619 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
34,872 | $4,981,465 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
50,464 | $4,925,412 |
All Filings in PLTR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,405,481 | 71,134 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,358,025 | 58,273 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,240,614 | 39,692 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,415,088 | 25,052 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,110,000 | 25,000 | Put | Sole | 2025-05-09 | |
| 2025-03-31 | $4,376,562 | 51,855 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,510,255 | 19,969 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $551,192 | 14,817 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $344,766 | 13,611 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $230,238 | 10,006 | Shares | Sole | 2024-05-06 | |
| 2023-06-30 | $157,899 | 10,300 | Shares | Sole | 2023-08-09 | |
| 2021-12-31 | $391,515 | 21,500 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||