Allen Operations’s Palantir PLTR Stock Holding History

Allen Operations’s Portfolio PLTR Stock Details PLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$165M	Hold	1,125,000	–	–	24.57%	1
2025 Q4	$200M	Sell	1,125,000 -75,000	-6%	-$13.6M	25.02%	1
2025 Q3	$219M	Hold	1,200,000	–	–	26.13%	1
2025 Q2	$164M	Hold	1,200,000	–	–	22.5%	1
2025 Q1	$101M	Sell	1,200,000 -256,568	-18%	-$22.5M	16.66%	1
2024 Q4	$110M	Hold	1,456,568	–	–	17.47%	1
2024 Q3	$54.2M	Hold	1,456,568	–	–	9.13%	3
2024 Q2	$36.9M	Hold	1,456,568	–	–	7.22%	5
2024 Q1	$33.5M	Hold	1,456,568	–	–	6.36%	5
2023 Q4	$25M	Buy	1,456,568 +130,313	+10%	+$2.32M	4.97%	9
2023 Q3	$21.2M	Hold	1,326,255	–	–	4.69%	10
2023 Q2	$20.3M	Hold	1,326,255	–	–	4.51%	11
2023 Q1	$11.2M	Hold	1,326,255	–	–	2.84%	13
2022 Q4	$8.51M	Hold	1,326,255	–	–	2.28%	13
2022 Q3	$10.8M	Hold	1,326,255	–	–	2.88%	14
2022 Q2	$12M	Hold	1,326,255	–	–	3.02%	15
2022 Q1	$18.2M	Hold	1,326,255	–	–	3.21%	15
2021 Q4	$24.2M	Sell	1,326,255 -484,000	-27%	-$10.7M	3.36%	11
2021 Q3	$43.5M	Sell	1,810,255 -286,000	-14%	-$6.98M	6.74%	4
2021 Q2	$55.3M	Hold	2,096,255	–	–	9.49%	3
2021 Q1	$48.8M	Sell	2,096,255 -4,377,570	-68%	-$120M	9.92%	4
2020 Q4	$152M	Sell	6,473,825 -404,614	-6%	-$7.24M	33.24%	1
2020 Q3	$65.3M	Buy	+6,878,439	New	+$65.3M	22.76%	1

Other funds holding PLTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allen Operations's PLTR Position: Q1 2026 in Review

Allen Operations held its Palantir (PLTR) position steady in Q1 2026 at 1,125,000 shares worth $165M. The position accounts for 24.57% of the portfolio, ranked #1.

Allen Operations first reported a position in PLTR in Q3 2020 and has held it in 23 quarters since. The position peaked at $219M in Q3 2025. 2,978 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Allen Operations held 1,125,000 shares of Palantir worth $165M as of Q1 2026.
Allen Operations left its Palantir share count unchanged in Q1 2026.
Palantir made up 24.57% of Allen Operations's portfolio in Q1 2026, its #1 holding.
Allen Operations first reported a position in Palantir in Q3 2020 and has held it in 23 quarters since.
Allen Operations's Palantir position peaked at $219M in Q3 2025.
2,978 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Allen Operations's 13F filing for Q1 2026, filed 7 May 2026.