PLTR — PALANTIR TECHNOLOGIES INC

Ownership history in MINDSET WEALTH MANAGEMENT, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which MINDSET WEALTH 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.59% (2025 Q4)
Avg. % of fund
0.37%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,695 +1,024 +8.8% 0.59% $2.3M $177.75
2025 Q3 ADDED 11,671 +7,195 +160.7% 0.58% $2.1M $182.42
2025 Q2 ADDED 4,476 +1,533 +52.1% 0.20% $610K $136.32
2025 Q1 INITIATED 2,943 — — 0.10% $248K $84.40
% of Fund (quarterly)    PLTR price (monthly, adj. close)

Other funds also holding PLTR

As of 2025 Q4 — 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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