Firsthand Capital Management’s Palantir PLTR Stock Holding History

Firsthand 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	$1.9M	Sell	13,000 -23,000	-64%	-$3.52M	4.06%	6
2025 Q4	$6.4M	Hold	36,000	–	–	11.88%	2
2025 Q3	$6.57M	Sell	36,000 -19,000	-35%	-$3.08M	11.02%	2
2025 Q2	$7.5M	Sell	55,000 -10,000	-15%	-$1.17M	13.5%	1
2025 Q1	$5.49M	Sell	65,000 -10,000	-13%	-$878K	13.3%	1
2024 Q4	$5.67M	Sell	75,000 -10,000	-12%	-$582K	11.8%	1
2024 Q3	$3.16M	Buy	+85,000	New	+$2.61M	6.24%	5
2024 Q2	–	Sell	-100,000	Closed	-$2.3M	–	50
2024 Q1	$2.3M	Buy	+100,000	New	+$2.13M	3.75%	9
2023 Q4	–	Sell	-100,000	Closed	-$1.6M	–	55
2023 Q3	$1.6M	Buy	+100,000	New	+$1.59M	2.31%	19

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

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

Firsthand Capital Management reduced its Palantir (PLTR) stake by 64% in Q1 2026, selling an estimated $3.52M and leaving 13,000 shares worth $1.9M. The position accounts for 4.06% of the portfolio, ranked #6.

Firsthand Capital Management first reported a position in PLTR in Q3 2023 and has held it in 9 quarters since. The position peaked at $7.5M in Q2 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Firsthand Capital Management held 13,000 shares of Palantir worth $1.9M as of Q1 2026.
Firsthand Capital Management sold 23,000 Palantir shares in Q1 2026, an estimated $3.52M.
Palantir made up 4.06% of Firsthand Capital Management's portfolio in Q1 2026, its #6 holding.
Firsthand Capital Management first reported a position in Palantir in Q3 2023 and has held it in 9 quarters since.
Firsthand Capital Management's Palantir position peaked at $7.5M in Q2 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Firsthand Capital Management's 13F filing for Q1 2026, filed 14 May 2026.