PALANTIR TECHNOLOGIES INC-A · CUSIP 69608A108 · CIK 1766157
As of 2026-06-30, Sargent Investment Group, LLC reported 383.91K PLTR (shares), valued at $44.79M, or 5.39% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares decreased 7.49%; reported value decreased 26.22%, and weight changed -2.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.39% | 383,906 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 8.00% | 414,989 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 9.60% | 430,492 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 12.65% | 486,465 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 12.16% | 500,715 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 7.57% | 561,445 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 5.38% | 506,338 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 3.56% | 533,367 | SEC filing ↗Filed Nov 6, 2024 |
| Q2 2024 | 2.83% | 547,164 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 2.81% | 556,387 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 2.35% | 623,560 | SEC filing ↗Filed Feb 5, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.35% | 623,560 | $10.71M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 2.81% | 556,387 | $12.80M | Shares decreased 10.77%; reported value increased 19.58%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 2.83% | 547,164 | $13.86M | Shares decreased 1.66%; reported value increased 8.26%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 3.56% | 533,367 | $19.84M | Shares decreased 2.52%; reported value increased 43.16%, and weight changed +0.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | 5.38% | 506,338 | $32.90M | Shares decreased 5.07%; reported value increased 65.83%, and weight changed +1.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 7.57% | 561,445 | $47.39M | Shares increased 10.88%; reported value increased 44.02%, and weight changed +2.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 12.16% | 500,715 | $89.90M | Shares decreased 10.82%; reported value increased 89.72%, and weight changed +4.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 12.65% | 486,465 | $88.74M | Shares decreased 2.85%; reported value decreased 1.29%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 9.60% | 430,492 | $76.52M | Shares decreased 11.51%; reported value decreased 13.77%, and weight changed -3.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 8.00% | 414,989 | $60.70M | Shares decreased 3.60%; reported value decreased 20.67%, and weight changed -1.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 5.39% | 383,906 | $44.79M | Shares decreased 7.49%; reported value decreased 26.22%, and weight changed -2.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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