Concurrent Investment Advisors, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 2001015
Tampa, FL
Position in PLTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$23,537,005
-$5,529,122 QoQ
Shares Held
201,740
+1.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#355
of 2,821 holders
Holding Since
Dec 2023
11 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, 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 Jun 30, 2026Concurrent Investment Advisors, LLC holds $356,647,636 across 32 Software - Infrastructure names. PLTR ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
644,821 | $240,531,128 | |
| 2 | PANW |
Palo Alto Networks Inc
|
77,696 | $26,495,889 | |
| 3 | ORCL |
Oracle Corp
|
174,482 | $25,570,336 | |
| 4 | PLTR |
Palantir Technologies Inc.
This page
|
201,740 | $23,537,005 | |
| 5 | CORZ |
Core Scientific, Inc./tx
|
401,348 | $10,270,495 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
146,136 | $6,970,138 | |
| 7 | TWLO |
Twilio Inc
|
16,595 | $3,424,046 | |
| 8 | FTNT |
Fortinet, Inc.
|
21,315 | $3,274,409 |
All Filings in PLTR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,537,005 | 201,740 | Shares | Sole | 2026-07-27 | |
| 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. | ||||||