Thoma Capital Management LLC

Position in PLTR — Palantir Technologies Inc.

CIK 2060298 TOWSON, MD

Position in PLTR

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$639,934

-$146,759 QoQ

Shares Held

5,485

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#1,628

of 2,821 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Thoma Capital Management LLC holds $4,258,544 across 4 Software - Infrastructure names. PLTR ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	4,535	$1,691,645
2	NET	Cloudflare, Inc.	5,719	$1,402,756
3	PLTR	Palantir Technologies Inc. This page	5,485	$639,934
4	ORCL	Oracle Corp	3,577	$524,209

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$639,934	5,485	+2.0%	Shares	Sole	2026-07-16
2026-03-31	$786,693	5,378	+6.7%	Shares	Sole	2026-04-20
2025-12-31	$896,215	5,042	+3.7%	Shares	Sole	2026-01-08
2025-09-30	$887,108	4,863	+5.1%	Shares	Sole	2025-10-21
2025-06-30	$630,752	4,627	+6.3%	Shares	Sole	2025-10-01
2025-03-31	$367,308	4,352	-14.0%	Shares	Sole	2025-10-01
2024-12-31	$382,763	5,061	—	Shares	Sole	2025-03-18
No filing history on record for this holder in this stock.