LRI Investments, LLC

Position in PLTR — Palantir Technologies Inc.

CIK 2023325 PALM BEACH GARDENS, FL

Position in PLTR

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$206,388

-$799,724 QoQ

Shares Held

1,769

-74.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,445

of 2,816 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LRI Investments, LLC holds $23,438,105 across 50 Software - Infrastructure names. PLTR ranks #4 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	53,986	$20,137,857
2	PANW	Palo Alto Networks Inc	3,108	$1,059,889
3	ORCL	Oracle Corp	5,894	$863,764
4	PLTR	Palantir Technologies Inc. This page	1,769	$206,388
5	TWLO	Twilio Inc	831	$171,460
6	SNPS	Synopsys Inc	377	$168,168
7	TOST	Toast, Inc.	5,400	$150,228
8	AKAM	Akamai Technologies Inc	907	$107,216

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,388	1,769	-74.3%	Shares	Sole	2026-07-14
2026-03-31	$1,006,112	6,878	-2.4%	Shares	Sole	2026-04-30
2025-12-31	$1,252,425	7,046	+37.8%	Shares	Sole	2026-02-04
2025-09-30	$932,895	5,114	+525.9%	Shares	Sole	2025-11-03
2025-06-30	$111,372	817	+0.2%	Shares	Sole	2025-07-25
2025-03-31	$68,786	815	+27.3%	Shares	Sole	2025-05-01
2024-12-31	$48,402	640	+10.3%	Shares	Sole	2025-02-14
2024-09-30	$21,576	580	0.0%	Shares	Sole	2024-11-15
2024-06-30	$14,691	580	0.0%	Shares	Sole	2024-07-24
2024-03-31	$13,345	580	—	Shares	Sole	2024-05-21
No filing history on record for this holder in this stock.