Caerus Investment Advisors, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1862682
WEST LAKE HILLS, TX
Position in PLTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$675,169
-$143,999 QoQ
Shares Held
5,787
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,595
of 2,820 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Dec 31, 2021CallValue
$0
CallShares
0
PutValue
$63,735
PutShares
3,500
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, 2026Caerus Investment Advisors, LLC holds $9,586,637 across 20 Software - Infrastructure names. PLTR ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
8,812 | $3,287,052 | |
| 2 | FTNT |
Fortinet, Inc.
|
6,144 | $943,841 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
5,787 | $675,169 | |
| 4 | RBRK |
Rubrik, Inc.
|
6,892 | $553,289 | |
| 5 | AKAM |
Akamai Technologies Inc
|
3,415 | $403,687 | |
| 6 | ORCL |
Oracle Corp
|
2,576 | $377,512 | |
| 7 | NTNX |
Nutanix, Inc.
|
6,855 | $349,330 | |
| 8 | NET |
Cloudflare, Inc.
|
1,414 | $346,825 |
All Filings in PLTR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $675,169 | 5,787 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $819,168 | 5,600 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $1,901,391 | 10,697 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,642,536 | 14,486 | Shares | Sole | 2025-11-20 | |
| 2023-03-31 | $2,105,621 | 249,186 | Shares | Sole | 2023-05-10 | |
| 2022-09-30 | $1,202,735 | 147,938 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,189,842 | 241,438 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $4,077,713 | 296,993 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $63,735 | 3,500 | Put | Sole | 2022-02-10 | |
| 2021-12-31 | $118,456 | 6,505 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||