Compound Planning, Inc.

Position in PLTR — Palantir Technologies Inc.

CIK 1978879 NEW YORK, NY

Position in PLTR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$8,579,328

-$2,089,749 QoQ

Shares Held

73,535

+0.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#553

of 2,820 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Technology · as of Jun 30, 2026

Compound Planning, Inc. holds $97,759,553 across 23 Software - Infrastructure names. PLTR ranks #3 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	135,077	$50,386,421
2	CRWV	CoreWeave, Inc.	94,752	$9,431,614
3	PLTR	Palantir Technologies Inc. This page	73,535	$8,579,328
4	ORCL	Oracle Corp	43,573	$6,385,622
5	PANW	Palo Alto Networks Inc	16,091	$5,487,352
6	FTNT	Fortinet, Inc.	28,846	$4,431,321
7	CRWD	CrowdStrike Holdings, Inc.	18,140	$3,460,839
8	TWLO	Twilio Inc	8,590	$1,772,373

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,579,328	73,535	+0.8%	Shares	Sole	2026-08-04
2026-03-31	$10,669,077	72,936	-14.5%	Shares	Sole	2026-05-14
2025-12-31	$15,165,096	85,317	+1.7%	Shares	Sole	2026-02-19
2025-09-30	$15,303,578	83,892	+2.0%	Shares	Sole	2025-11-10
2025-06-30	$11,213,001	82,255	+107.3%	Shares	Sole	2025-08-14
2025-03-31	$3,348,148	39,670	+51.5%	Shares	Sole	2025-05-14
2024-12-31	$1,980,220	26,183	-14.0%	Shares	Sole	2025-01-17
2024-09-30	$1,133,037	30,458	+24.7%	Shares	Sole	2024-10-08
2024-06-30	$618,887	24,433	-1.5%	Shares	Sole	2024-07-26
2024-03-31	$570,763	24,805	-1.3%	Shares	Sole	2024-05-07
2023-12-31	$431,413	25,126	-0.9%	Shares	Sole	2024-02-08
2023-09-30	$405,824	25,364	+39.2%	Shares	Sole	2023-11-09
2023-06-30	$279,281	18,218	-13.9%	Shares	Sole	2023-08-03
2023-03-31	$178,759	21,155	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.