PLTR β€” PALANTIR TECHNOLOGIES INC

Ownership history in Deuterium Capital Management, LLC  Β·  17 quarters on record

This page tracks every 13F SEC filing in which Deuterium Capital Management, 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
17.82% (2025 Q3)
πŸ“Š Avg. % of fund
6.99%
πŸ“… First filed
2021 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
17

Position Intelligence

Deuterium Capital Management, LLC Γ— PLTR AI Analytics

πŸ“ˆ Deuterium Capital Management, LLC outperformed the S&P 500 by +121.6% annually on this PLTR position. Timing score: 25% (2/8 decisions correct). Average cost basis: $14.87. Maximum drawdown during holding period: –64.7%.

πŸ“ˆ Position Alpha vs SPY
+121.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 121.6% per year on this position.
11 quarters analyzed

⏱️ Timing Score
25%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 8 add/trim decisions correct

πŸ’° Entry Quality
$14.87
+1095.4% vs current ($177.75)

Best entry: $8.13 (2022 Q3)  Β·  Worst: $23.01 (2024 Q1)

πŸ›‘οΈ Drawdown Resilience
–64.7%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
44%
buy-side decisions

4 adds Β· 5 trims. Bought during 1 of 5 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Deuterium Capital Management, LLC has been actively increasing its PLTR allocation β€” a bullish signal from insiders.
Currently 15.12% 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 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 58,630 -8,870 -13.1% 15.12% $10.4M $177.75
2025 Q3 UNCHANGED 67,500 β€” 0% 17.82% $12.3M $182.42
2025 Q2 UNCHANGED 67,500 β€” 0% 17.27% $9.2M $136.32
2025 Q1 UNCHANGED 67,500 β€” 0% 12.69% $5.7M $84.40
2024 Q4 REDUCED 67,500 -22,500 -25.0% 13.37% $5.1M $75.63
2024 Q3 UNCHANGED 90,000 β€” 0% 6.14% $3.3M $37.20
2024 Q2 REDUCED 90,000 -12,000 -11.8% 3.84% $2.3M $25.33
2024 Q1 ADDED 102,000 +12,000 +13.3% 4.19% $2.3M $23.01
2023 Q4 REDUCED 90,000 -26,075 -22.5% 5.11% $1.5M $17.17
2023 Q3 UNCHANGED 116,075 β€” 0% 4.46% $1.9M $16.00
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
← Back to Deuterium Capital Management, LLC Holdings