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 Q2	$1.52M	Hold	13,000	–	–	2.42%	10
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Firsthand Capital Management's PLTR Position: Q2 2026 in Review

Firsthand Capital Management held its Palantir (PLTR) position steady in Q2 2026 at 13,000 shares worth $1.52M. The position accounts for 2.42% of the portfolio, ranked #10.

Firsthand Capital Management first reported a position in PLTR in Q3 2023 and has held it in 10 quarters since. The position peaked at $7.5M in Q2 2025. 2,844 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Firsthand Capital Management held 13,000 shares of Palantir worth $1.52M as of Q2 2026.
Firsthand Capital Management left its Palantir share count unchanged in Q2 2026.
Palantir made up 2.42% of Firsthand Capital Management's portfolio in Q2 2026, its #10 holding.
Firsthand Capital Management first reported a position in Palantir in Q3 2023 and has held it in 10 quarters since.
Firsthand Capital Management's Palantir position peaked at $7.5M in Q2 2025.
2,844 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Firsthand Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.