Palantir Technologies Inc.
CH ˙ SWX ˙ US69608A1088
SecurityCH:PLTR / Palantir Technologies Inc.
InstitutionWinthrop Advisory Group LLC
Latest Disclosed Ownership1,848 shares
Latest Disclosed Value $ 270,325
Winthrop Advisory Group LLC reports 52.98% increase in ownership of PLTR / Palantir Technologies Inc.

On April 13, 2026 - Winthrop Advisory Group LLC filed a 13F-HR form disclosing ownership of 1,848 shares of Palantir Technologies Inc. (CH:PLTR) valued at $270,325 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 21, 2026 disclosing 1,208 shares of Palantir Technologies Inc.. This represents a change in shares of 52.98% 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)
2026-04-13 2026-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 1,848 640 52.98 270 30.43 0.0221
2026-01-21 2025-12-31 13F/A-1 PALANTIR TECHNOLOGIES CL A 69608A108 1,208 93 8.34 207 1.97 0.0176
2026-01-21 2025-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 1,208 93 207 0.0176
2025-10-24 2025-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 1,115 1,115 203 0.0178
2025-01-13 2024-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 0 -13,561 -100.00 0 -100.00
2024-10-31 2024-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 13,561 -4,565 -25.18 504 9.80 0.0624
2024-07-18 2024-06-30 13F/A-1 PALANTIR TECHNOLOGIES CL A 69608A108 18,126 -1,245 -6.43 459 3.15 0.0624
2024-07-18 2024-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 18,126 -1,245 459 0.0624
2024-04-17 2024-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 19,371 0 0.00 446 34.04 0.0645
2024-01-10 2023-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 19,371 0 0.00 333 7.44 0.0520
2023-11-03 2023-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 19,371 0 0.00 310 4.39 0.0509
2023-08-02 2023-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 19,371 4,000 26.02 297 129.46 0.0476
2023-08-01 2023-03-31 13F/A-1 PALANTIR TECHNOLOGIES CL A 69608A108 15,371 0 0.00 130 31.63 0.0229
2023-04-17 2023-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 15,371 0 0 0.0230
2023-08-03 2022-12-31 13F/A-1 PALANTIR TECHNOLOGIES CL A 69608A108 15,371 250 1.65 99 -20.33 0.0187
2023-01-18 2022-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 15,371 250 0 0.0188
2022-11-04 2022-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 15,121 1,000 7.08 123 -3.91 0.0263
2022-07-21 2022-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 14,121 0 0.00 128 -34.02 0.0300
2022-04-13 2022-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 14,121 -63 -0.44 194 -24.81 0.0404
2022-01-12 2021-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 14,184 1,100 8.41 258 -18.10 0.0518
2021-10-14 2021-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 13,084 -1,500 -10.29 315 -17.97 0.0701
2021-07-14 2021-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 14,584 300 2.10 384 15.32 0.0864
2021-04-23 2021-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 14,284 -792 -5.25 333 -6.20 0.0821
2021-01-25 2020-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 15,076 15,076 355 0.0929
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.