Palantir Technologies Inc.
CH ˙ SWX ˙ US69608A1088
SecurityCH:PLTR / Palantir Technologies Inc.
InstitutionHCR Wealth Advisors
Latest Disclosed Ownership6,790 shares
Latest Disclosed Value $ 993,241
HCR Wealth Advisors reports 74.19% increase in ownership of PLTR / Palantir Technologies Inc.

On April 21, 2026 - HCR Wealth Advisors filed a 13F-HR form disclosing ownership of 6,790 shares of Palantir Technologies Inc. (CH:PLTR) valued at $993,241 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 3,898 shares of Palantir Technologies Inc.. This represents a change in shares of 74.19% 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)
2026-04-21 2026-03-31 13F Palantir Technologies In Common Stock 69608A108 6,790 2,892 74.19 993 43.50 0.1030
2026-01-27 2025-12-31 13F Palantir Technologies In Common Stock 69608A108 3,898 -226 -5.48 693 -10.25 0.0686
2025-10-03 2025-09-30 13F Palantir Technologies In Common Stock 69608A108 4,124 996 31.84 771 80.99 0.0799
2025-07-17 2025-06-30 13F Palantir Technologies In Common Stock 69608A108 3,128 600 23.73 426 100.00 0.0502
2025-04-21 2025-03-31 13F Palantir Technologies In Common Stock 69608A108 2,528 2,528 213 0.0278
2024-08-07 2024-06-30 13F Palantir Technologies In Common Stock 69608A108 0 -12,573 -100.00 0 -100.00
2024-05-10 2024-03-31 13F Palantir Technologies In Common Stock 69608A108 12,573 -250 -1.95 289 31.36 0.0439
2024-02-09 2023-12-31 13F Palantir Technologies In Common Stock 69608A108 12,823 1,750 15.80 220 24.29 0.0348
2023-10-20 2023-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 11,073 0 0.00 177 4.73 0.0388
2023-08-10 2023-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 11,073 0 0.00 170 81.72 0.0314
2023-05-12 2023-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 11,073 0 0.00 94 30.99 0.0185
2023-02-13 2022-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 11,073 0 0.00 71 -21.11 0.0149
2022-11-07 2022-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 11,073 0 0.00 90 -10.00 0.0191
2022-08-12 2022-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 11,073 0 0.00 100 -34.21 0.0201
2022-05-05 2022-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 11,073 0 0.00 152 -24.75 0.0248
2022-02-04 2021-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 11,073 -140 -1.25 202 -25.19 0.0313
2021-11-02 2021-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 11,213 11,213 270 0.0451
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.