Platform Technology Partners
CIK 1830817 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- AAPL9.04%
- MSFT6.33%
- AMZN3.37%
- APO3.04%
- NVDA2.36%
- BRK.B2.16%
- SCHD2.00%
- JPM1.93%
- META1.84%
- JNJ1.40%
Share classes counted separately33.47%
Portfolio value by quarter
Top 10 holdings 27
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $23.25M | 9.04% | 124.25K shares | — | ↗▾ | |
| 02 | MSFTMICROSOFT CORP View history and evidence | $16.29M | 6.33% | 39.24K shares | — | ↗▾ | |
| 03 | AMZNAMAZON.COM INC View history and evidence | $8.68M | 3.37% | 50.38K shares | — | ↗▾ | |
| 04 | APOAPOLLO GLOBAL MANAGEMENT INC View history and evidence | $7.81M | 3.04% | 71.75K shares | — | ↗▾ | |
| 05 | NVDANVIDIA CORP View history and evidence | $6.08M | 2.36% | 8.41K shares | — | ↗▾ | |
| 06 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $5.55M | 2.16% | 13.97K shares | — | ↗▾ | |
| 07 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $5.14M | 2.00% | 66.48K shares | — | ↗▾ | |
| 08 | JPMJPMORGAN CHASE & CO View history and evidence | $4.97M | 1.93% | 28.25K shares | — | ↗▾ | |
| 09 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $4.74M | 1.84% | 10.11K shares | — | ↗▾ | |
| 10 | JNJJOHNSON & JOHNSON View history and evidence | $3.61M | 1.40% | 22.89K shares | — | ↗▾ |
Options overlay 3
$35.75K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
WULFTERAWULF INC View history and evidence | Call | 80.00K | $33.60K | ▾ | |
GDXVANECK GOLD MINERS ETFGOLD MINERS ETF View history and evidence | Call | 10.00K | $1.50K | ▾ | |
FNGRFINGERMOTION INC View history and evidence | Call | 15.00K | $650.00 | ▾ |
3 / 3 options · preview only
Exited positions 23
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IWM ISHARES RUSSELL 2000 ETF | Non-derivative | — | — | SEC filing ↗ | |
| CRMT AMERICA'S CAR-MART INC | Non-derivative | — | — | SEC filing ↗ | |
| IRDM IRIDIUM COMMUNICATIONS INC | Non-derivative | — | — | SEC filing ↗ |
3 / 23 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1830817 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 257341324
}Research all 206 reported holdings.
This page includes 30 of 206 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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{"cik":"1830817","quarter":"2023Q4","page_size":100}
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.