Position in PLTR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$14,132,695
-$1,677,812 QoQ
Shares Held
96,614
+8.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Dec 31, 2024CallValue
$378,150
CallShares
5,000
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 Mar 31, 2026HB Wealth Management, LLC holds $266,541,890 across 30 Software - Infrastructure names. PLTR ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
540,626 | $200,123,526 | |
| 2 | ORCL |
Oracle Corp
|
185,529 | $27,293,171 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
96,614 | $14,132,695 | |
| 4 | PANW |
Palo Alto Networks Inc
|
49,347 | $7,911,311 | |
| 5 | SNPS |
Synopsys Inc
|
7,270 | $2,882,409 | |
| 6 | FTNT |
Fortinet, Inc.
|
27,906 | $2,280,478 | |
| 7 | NET |
Cloudflare, Inc.
|
6,583 | $1,358,336 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
13,068 | $1,275,469 |
All Filings in PLTR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,132,695 | 96,614 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $15,810,507 | 88,948 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,990,701 | 76,695 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $8,457,429 | 62,041 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,223,684 | 61,892 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,938,054 | 52,070 | Shares | Sole | 2025-01-15 | |
| 2024-12-31 | $378,150 | 5,000 | Call | Sole | 2025-01-15 | |
| 2024-09-30 | $93,000 | 2,500 | Call | Sole | 2024-10-15 | |
| 2024-09-30 | $1,521,145 | 40,891 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $63,325 | 2,500 | Call | Sole | 2024-07-26 | |
| 2024-06-30 | $798,730 | 31,533 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,301 | 100 | Call | Sole | 2024-04-30 | |
| 2024-03-31 | $555,875 | 24,158 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $433,988 | 25,276 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $625,120 | 39,070 | Shares | Sole | 2023-10-13 | |
| 2022-12-31 | $71,814 | 11,186 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||