PLTR — PALANTIR TECHNOLOGIES INC

Ownership history in WEALTH EFFECTS LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which WEALTH EFFECTS 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
0.32% (2025 Q3)
Avg. % of fund
0.24%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,476 +172 +3.2% 0.32% $999K $182.42
2025 Q2 ADDED 5,304 +995 +23.1% 0.27% $723K $136.32
2025 Q1 REDUCED 4,309 -3,405 -44.1% 0.15% $364K $84.40
2024 Q4 INITIATED 7,714 — — 0.21% $583K $75.63
% 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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