PLTR β€” PALANTIR TECHNOLOGIES INC

Ownership history in Bellwether Advisors, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Bellwether Advisors, LLC reported a position in PALANTIR TECHNOLOGIES INC (PLTR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.87% (2025 Q3)
πŸ“Š Avg. % of fund
1.58%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

Bellwether Advisors, LLC Γ— PLTR AI Analytics

πŸ“ˆ Bellwether Advisors, LLC outperformed the S&P 500 by +40.9% annually on this PLTR position. Average cost basis: $136.92. Maximum drawdown during holding period: –2.6%.

πŸ“ˆ Position Alpha vs SPY
+40.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 40.9% per year on this position.
2 quarters analyzed

πŸ’° Entry Quality
$136.92
+29.8% vs current ($177.75)

Best entry: $136.32 (2025 Q2)  Β·  Worst: $182.42 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–2.6%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

2 adds Β· 1 trim. Bought during 0 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.43% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    PLTR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 50,355 -11,740 -18.9% 1.43% $9.0M $177.75
2025 Q3 ADDED 62,095 +805 +1.3% 1.87% $11.3M $182.42
2025 Q2 INITIATED 61,290 β€” β€” 1.43% $8.4M $136.32

🏒 Other funds also holding PLTR

As of 2025 Q4 β€” sorted by position size

Shengqi Capital (Hong Kong) Ltd 100.0% Cypress Point Wealth Management, LLC 3Y 35.92% F&V Capital Management, LLC 3Y 7Y 30.69% KEYWISE CAPITAL MANAGEMENT (HK) Ltd 3Y 27.78% ALLEN HOLDING INC /NY 3Y 7Y 27.11% ALLEN OPERATIONS LLC 3Y 7Y 25.02% Carroll Investors, Inc 3Y 19.01% 683 Capital Management, LLC 3Y 7Y 18.01% Deuterium Capital Management, LLC 3Y 15.12% Defender Capital, LLC. 3Y 13.98%
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