Position in PLTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$20,010,305
-$5,411,696 QoQ
Shares Held
171,512
-1.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#379
of 2,816 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Dec 31, 2025CallValue
$904,750
CallShares
10,000
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, 2026VestGen Advisors, LLC holds $96,440,709 across 20 Software - Infrastructure names. PLTR ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
100,377 | $37,442,628 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
171,512 | $20,010,305 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
58,552 | $11,170,843 | |
| 4 | PANW |
Palo Alto Networks Inc
|
23,311 | $7,949,517 | |
| 5 | ORCL |
Oracle Corp
|
42,289 | $6,197,452 | |
| 6 | OKTA |
Okta, Inc.
|
26,185 | $3,572,943 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
20,772 | $3,261,827 | |
| 8 | FTNT |
Fortinet, Inc.
|
16,249 | $2,496,171 |
All Filings in PLTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,010,305 | 171,512 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $25,422,001 | 173,790 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $28,956,186 | 162,904 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $904,750 | 10,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $33,443,788 | 183,334 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,394,693 | 171,616 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,981,477 | 189,354 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||