ADAGE CAPITAL PARTNERS GP, L.L.C. PLTR β€” PALANTIR TECHNOLOGIES INC

Ownership history in ADAGE CAPITAL PARTNERS GP, L.L.C.  Β·  6 quarters on record

AI Ownership Summary

ADAGE CAPITAL PARTNERS GP, L.L.C. reported PALANTIR TECHNOLOGIES INC (PLTR) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.6% in 2025 Q3. The latest visible filing shows PLTR at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PLTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADAGE CAPITAL PARTNERS GP, L.L.C.'s position in PALANTIR TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PLTR was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PLTR stock page ADAGE CAPITAL PARTNERS GP, L.L.C. fund profile ADAGE CAPITAL PARTNERS GP, L.L.C. full holdings
How ADAGE CAPITAL PARTNERS GP, L.L.C. held PLTR β€” position size vs. price
% of Fund (quarterly)    PLTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 2,064,600 -3,500 -0.2% 0.56% $367.0M 2026-02-14 (Est.) $131.41
2025 Q3 ADDED β€” β€” β€” 2,068,100 +119,900 +6.2% 0.60% $377.3M 2025-11-14 $174.01
2025 Q2 ADDED β€” β€” β€” 1,948,200 +78,900 +4.2% 0.45% $265.6M 2025-08-14 $181.02
2025 Q1 REDUCED β€” β€” β€” 1,869,300 -47,200 -2.5% 0.29% $157.8M 2025-05-15 $128.12
2024 Q4 ADDED β€” β€” β€” 1,916,500 +58,300 +3.1% 0.25% $144.9M 2025-02-14 $119.16
2024 Q3 INITIATED β€” β€” β€” 1,858,200 β€” β€” 0.12% $69.1M 2024-11-14 $59.18

🏒 Other funds also holding PLTR

As of 2026 Q1 β€” sorted by position size

Cypress Point Wealth Management, LLC 3Y 29.23% Defender Capital, LLC. 3Y 14.79% DOCK STREET ASSET MANAGEMENT INC 3Y 7Y 11.46% BURR FINANCIAL SERVICES, LLC 10.33% KIECKHEFER GROUP LLC 10.26% FFG Partners, LLC 8.27% QVR LLC 3Y 6.36% McBroom & Associates, LLC 3Y 5.85% AGP FRANKLIN, LLC 5.81% DB&C Advisors, LLC 5.2%

FAQ About ADAGE CAPITAL PARTNERS GP, L.L.C. and PLTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADAGE CAPITAL PARTNERS GP, L.L.C. reported owning PLTR?

ADAGE CAPITAL PARTNERS GP, L.L.C. reported PLTR across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported PLTR position in ADAGE CAPITAL PARTNERS GP, L.L.C.'s portfolio?

The largest reported portfolio weight for PLTR was 0.60% in 2025 Q3.

What is the latest reported PLTR position on this page?

The most recent filing on this page is 2025 Q4, when ADAGE CAPITAL PARTNERS GP, L.L.C. reported 2,064,600 shares, equal to 0.56% of portfolio, with an estimated market value of $367.0M.

What does the chart on this PLTR ownership page compare?

The chart compares ADAGE CAPITAL PARTNERS GP, L.L.C.'s quarterly PLTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ADAGE CAPITAL PARTNERS GP, L.L.C. time their PLTR position?

Based on 13F filing dates vs. subsequent PLTR price moves, ADAGE CAPITAL PARTNERS GP, L.L.C. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on PLTR relative to SPY over the holding period was +84.5%.

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