MCM
Marsico Capital Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5M | Hold |
164,764
| – | – | 0.61% | 32 |
|
|
2025
Q1 | $13.9M | Sell |
164,764
-90,283
| -35% | -$7.62M | 0.48% | 36 |
|
|
2024
Q4 | $19.3M | Hold |
255,047
| – | – | 0.52% | 31 |
|
|
2024
Q3 | $9.49M | Sell |
255,047
-157,087
| -38% | -$5.84M | 0.27% | 40 |
|
|
2024
Q2 | $10.4M | Hold |
412,134
| – | – | 0.31% | 34 |
|
|
2024
Q1 | $9.48M | Buy |
412,134
+63,545
| +18% | +$1.46M | 0.31% | 40 |
|
|
2023
Q4 | $5.99M | Buy |
+348,589
| New | +$5.99M | 0.23% | 49 |
|