Conway Capital Management’s Palantir PLTR Stock Holding History

Conway Capital Management’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	$333K	Sell	2,275 -250	-10%	-$38.2K	0.16%	32
2025 Q4	$449K	Sell	2,525 -1,250	-33%	-$226K	0.19%	30
2025 Q3	$689K	Sell	3,775 -250	-6%	-$40.5K	0.29%	29
2025 Q2	$549K	Buy	4,025 +970	+32%	+$114K	0.25%	32
2025 Q1	$258K	Buy	+3,055	New	+$268K	0.13%	38
2021 Q4	–	Sell	-18,825	Closed	-$453K	–	66
2021 Q3	$453K	Buy	18,825 +8,625	+85%	+$210K	0.31%	42
2021 Q2	$269K	Sell	10,200 -12,150	-54%	-$281K	0.18%	60
2021 Q1	$521K	Buy	22,350 +5,850	+35%	+$160K	0.39%	48
2020 Q4	$389K	Buy	+16,500	New	+$295K	0.28%	51

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

Conway Capital Management's PLTR Position: Q1 2026 in Review

Conway Capital Management reduced its Palantir (PLTR) stake by 9.9% in Q1 2026, selling an estimated $38.2K and leaving 2,275 shares worth $333K. The position accounts for 0.16% of the portfolio, ranked #32.

Conway Capital Management first reported a position in PLTR in Q4 2020 and has held it in 9 quarters since. The position peaked at $689K in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Conway Capital Management held 2,275 shares of Palantir worth $333K as of Q1 2026.
Conway Capital Management sold 250 Palantir shares in Q1 2026, an estimated $38.2K.
Palantir made up 0.16% of Conway Capital Management's portfolio in Q1 2026, its #32 holding.
Conway Capital Management first reported a position in Palantir in Q4 2020 and has held it in 9 quarters since.
Conway Capital Management's Palantir position peaked at $689K in Q3 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Conway Capital Management's 13F filing for Q1 2026, filed 7 May 2026.