PLTR
Palantir Technologies Inc-a
3 super-investors hold PLTR worth a combined $304M. The largest position: Joel Greenblatt at 0.2% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 43 — ranked #94 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own PLTR
Ownership within this cohort is thin and lightly convicted: only three managers hold PLTR, and the highest portfolio concentration is just 0.2%, belonging to Joel Greenblatt, whose $295M position accounts for the vast majority of the cohort's $304M combined stake. The one notable move in 2026Q1 was Duan Yongping initiating a small $9M position. Historical owner counts tell a cautious story — the cohort dipped to zero holders across four consecutive quarters before recovering to a single owner, and now sits at three. There is no evidence of high-conviction accumulation; interest appears to be slowly rebuilding from a near-zero base rather than reflecting any broad enthusiasm.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.2% | 22q | $295M | 2,015,600 |
| 2 | Duan Yongping | <0.1% | — 1q | $9M | 60,000 |
| 3 | David Katz | <0.1% | 4q | $338K | 2,313 |
Owners of PLTR also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Duan Yongping | NEW | <0.1% | +100% | $9M | May 19, 2026 |
Long US equity 13F-HR filings only. CUSIP 69608A108. Not investment advice.