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 Q3	$210M	Hold	1,125,000	–	–	21.73%	1
2026 Q2	$131M	Hold	1,125,000	–	–	18.19%	1
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Allen Operations's PLTR Position: Q3 2026 in Review

Allen Operations held its Palantir (PLTR) position steady in Q3 2026 at 1,125,000 shares worth $210M. The position accounts for 21.73% of the portfolio, ranked #1.

Allen Operations first reported a position in PLTR in Q3 2020 and has held it in 25 quarters since. The position peaked at $219M in Q3 2025. 2,819 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

Allen Operations held 1,125,000 shares of Palantir worth $210M as of Q3 2026.
Allen Operations left its Palantir share count unchanged in Q3 2026.
Palantir made up 21.73% of Allen Operations's portfolio in Q3 2026, its #1 holding.
Allen Operations first reported a position in Palantir in Q3 2020 and has held it in 25 quarters since.
Allen Operations's Palantir position peaked at $219M in Q3 2025.
2,819 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Allen Operations's 13F filing for Q3 2026, filed 3 Nov 2026.