PLTR β€” PALANTIR TECHNOLOGIES INC

Ownership history in MADDEN SECURITIES Corp  Β·  5 quarters on record

This page tracks every 13F SEC filing in which MADDEN SECURITIES Corp 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
1.3% (2025 Q3)
πŸ“Š Avg. % of fund
0.84%
πŸ“… First filed
2022 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
5

Position Intelligence

MADDEN SECURITIES Corp Γ— PLTR AI Analytics

πŸ“ˆ MADDEN SECURITIES Corp outperformed the S&P 500 by +94.9% annually on this PLTR position. Timing score: 67% (2/3 decisions correct). Average cost basis: $101.28. Maximum drawdown during holding period: –2.6%.

πŸ“ˆ Position Alpha vs SPY
+94.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 94.9% per year on this position.
3 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
2 of 3 add/trim decisions correct

πŸ’° Entry Quality
$101.28
+75.5% vs current ($177.75)

Best entry: $84.40 (2025 Q1)  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
100%
buy-side decisions

5 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

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

πŸ“ˆ MADDEN SECURITIES Corp has been actively increasing its PLTR allocation β€” a bullish signal from insiders.
Currently 1.3% 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 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 24,050 +675 +2.9% 1.30% $4.3M $177.75
2025 Q3 ADDED 23,375 +1,000 +4.5% 1.30% $4.3M $182.42
2025 Q2 ADDED 22,375 +4,539 +25.4% 1.02% $3.1M $136.32
2025 Q1 ADDED 17,836 +17,286 +3142.9% 0.58% $1.5M $84.40
2022 Q4 INITIATED 550 β€” β€” 0.00% $4K β€”
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