Position in PLTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,892,842
-$2,512,639 QoQ
Shares Held
67,651
-4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#586
of 2,831 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
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
$221,250
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 Jun 30, 2026NewEdge Wealth, LLC holds $502,315,984 across 24 Software - Infrastructure names. PLTR ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
808,107 | $301,440,073 | |
| 2 | FTNT |
Fortinet, Inc.
|
421,954 | $64,820,573 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
199,172 | $37,999,030 | |
| 4 | ORCL |
Oracle Corp
|
209,571 | $30,712,630 | |
| 5 | PANW |
Palo Alto Networks Inc
|
56,508 | $19,270,358 | |
| 6 | PLTR |
Palantir Technologies Inc.
This page
|
67,651 | $7,892,842 | |
| 7 | S |
SentinelOne, Inc.
|
387,500 | $6,575,875 | |
| 8 | SAIL |
SailPoint, Inc.
|
349,053 | $5,110,135 |
All Filings in PLTR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,892,842 | 67,651 | Shares | Sole | 2026-08-10 | |
| 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 | $221,250 | 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. | ||||||