Palantir Technologies Inc.
CH ˙ SWX ˙ US69608A1088
SecurityCH:PLTR / Palantir Technologies Inc.
InstitutionBaker Tilly Financial, Llc
Latest Disclosed Ownership61,490 shares
Latest Disclosed Value $ 8,994,757
Baker Tilly Financial, Llc reports 187.11% increase in ownership of PLTR / Palantir Technologies Inc.

On April 10, 2026 - Baker Tilly Financial, Llc filed a 13F-HR form disclosing ownership of 61,490 shares of Palantir Technologies Inc. (CH:PLTR) valued at $8,994,757 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 21,417 shares of Palantir Technologies Inc.. This represents a change in shares of 187.11% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-10 2026-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 61,490 40,073 187.11 8,995 136.31 2.1874
2026-01-08 2025-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 21,417 -839 -3.77 3,807 -6.23 0.9381
2025-10-09 2025-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 22,256 172 0.78 4,060 34.85 0.9169
2025-07-10 2025-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 22,084 260 1.19 3,010 63.50 1.0753
2025-04-09 2025-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 21,824 217 1.00 1,842 12.67 0.7222
2025-01-10 2024-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 21,607 1,473 7.32 1,634 118.45 0.6408
2024-10-24 2024-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 20,134 23 0.11 749 46.95 0.3315
2024-07-18 2024-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 20,111 13 0.06 509 10.17 0.2084
2024-05-09 2024-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 20,098 -16 -0.08 462 33.91 0.0836
2024-01-10 2023-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 20,114 17 0.08 345 7.48 0.0567
2023-10-10 2023-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 20,097 20,097 322 0.0530
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.