Concurrent Investment Advisors, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 2001015
Tampa, FL
Position in PLTR
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$29,066,127
-$5,482,784 QoQ
Shares Held
198,702
+2.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2025CallValue
$177,750
CallShares
1,000
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, 2026Concurrent Investment Advisors, LLC holds $305,237,567 across 33 Software - Infrastructure names. PLTR ranks #2 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
580,993 | $215,066,178 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
198,702 | $29,066,127 | |
| 3 | ORCL |
Oracle Corp
|
160,097 | $23,551,869 | |
| 4 | PANW |
Palo Alto Networks Inc
|
88,161 | $14,133,970 | |
| 5 | CORZ |
Core Scientific, Inc./tx
|
362,851 | $5,428,250 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
34,654 | $3,382,316 | |
| 7 | CRWV |
CoreWeave, Inc.
|
35,667 | $2,763,122 | |
| 8 | XYZ |
Block, Inc.
|
23,542 | $1,416,757 |
All Filings in PLTR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,066,127 | 198,702 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $177,750 | 1,000 | Call | Sole | 2026-01-29 | |
| 2025-12-31 | $34,548,911 | 194,368 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $36,048,928 | 197,615 | Shares | Sole | 2025-10-27 | |
| 2025-09-30 | $72,968 | 400 | Call | Sole | 2025-10-27 | |
| 2025-06-30 | $25,393,689 | 186,280 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $12,776,556 | 151,381 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,455,756 | 98,582 | Shares | Sole | 2025-02-03 | |
| 2024-12-31 | $15,126 | 200 | Call | Sole | 2025-02-03 | |
| 2024-09-30 | $26,040 | 700 | Put | Sole | 2024-10-30 | |
| 2024-09-30 | $3,720 | 100 | Call | Sole | 2024-10-30 | |
| 2024-09-30 | $3,772,638 | 101,415 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,711,601 | 107,051 | Shares | Sole | 2024-07-30 | |
| 2024-06-30 | $78,523 | 3,100 | Call | Sole | 2024-07-30 | |
| 2024-03-31 | $257,712 | 11,200 | Call | Sole | 2024-05-07 | |
| 2024-03-31 | $1,938,615 | 84,251 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,143,315 | 66,588 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $345,117 | 20,100 | Call | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||