PLTR — PALANTIR TECHNOLOGIES INC

Ownership history in Summit Financial, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, 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
0.96% (2025 Q3)
Avg. % of fund
0.93%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 348,961 +5,833 +1.7% 0.91% $62.0M $177.75
2025 Q3 INITIATED 343,128 — — 0.96% $62.6M $182.42
% 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%
← Back to Summit Financial, LLC Holdings