Straight Path Wealth Management
Position in PLTR — Palantir Technologies Inc.
CIK 1902506
Jenison, MI
Position in PLTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,095,276
-$480,568 QoQ
Shares Held
17,959
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.74%
of 13F equity value
Holder Rank
#1,004
of 2,816 holders
Holding Since
Dec 2021
19 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 Sep 30, 2025CallValue
$1,641,780
CallShares
9,000
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, 2026Straight Path Wealth Management holds $3,385,682 across 6 Software - Infrastructure names. PLTR ranks #1 (61.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
This page
|
17,959 | $2,095,276 | |
| 2 | MSFT |
Microsoft Corp
|
1,031 | $384,583 | |
| 3 | S |
SentinelOne, Inc.
|
20,000 | $339,400 | |
| 4 | RBRK |
Rubrik, Inc.
|
4,020 | $322,725 | |
| 5 | INFQ |
Infleqtion, Inc.
|
14,500 | $193,140 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,060 | $50,558 |
All Filings in PLTR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,095,276 | 17,959 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,575,844 | 17,609 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,873,172 | 21,790 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,957,237 | 21,693 | Shares | Sole | 2025-11-03 | |
| 2025-09-30 | $1,641,780 | 9,000 | Call | Sole | 2025-11-03 | |
| 2025-06-30 | $2,955,417 | 21,680 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,711,716 | 20,281 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,402,840 | 31,771 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,287,231 | 34,603 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $768,765 | 30,350 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $652,333 | 28,350 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $448,137 | 26,100 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $376,000 | 23,500 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $283,605 | 18,500 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $143,650 | 17,000 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $109,140 | 17,000 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $130,080 | 16,000 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $145,120 | 16,000 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $219,680 | 16,000 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $191,205 | 10,500 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||