Pacific Heights Asset Management’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$166M Buy
1,425,000
+65,000
+5% +$8.87M 5.26% 4
2026
Q1
$199M Buy
1,360,000
+185,000
+16% +$28.3M 6.66% 2
2025
Q4
$209M Buy
1,175,000
+55,000
+5% +$9.96M 7.83% 1
2025
Q3
$204M Sell
1,120,000
-355,000
-24% -$57.5M 9.05% 1
2025
Q2
$201M Hold
1,475,000
10.71% 1
2025
Q1
$124M Buy
1,475,000
+1,340,000
+993% +$118M 8.46% 2
2024
Q4
$43.8M Sell
135,000
-1,440,000
-91% -$83.9M 2.99% 8
2024
Q3
$58.6M Hold
1,575,000
4.35% 5
2024
Q2
$39.9M Hold
1,575,000
3.13% 6
2024
Q1
$36.2M Hold
1,575,000
2.97% 6
2023
Q4
$27M Buy
1,575,000
+35,000
+2% +$623K 2.32% 9
2023
Q3
$24.6M Hold
1,540,000
2.33% 9
2023
Q2
$23.6M Hold
1,540,000
2.15% 9
2023
Q1
$13M Buy
1,540,000
+300,000
+24% +$2.35M 1.22% 26
2022
Q4
$7.96M Sell
1,240,000
-100,000
-7% -$758K 0.78% 46
2022
Q3
$10.9M Hold
1,340,000
1.16% 32
2022
Q2
$12.2M Buy
1,340,000
+50,000
+4% +$494K 1.24% 26
2022
Q1
$17.7M Buy
1,290,000
+350,000
+37% +$4.67M 1.51% 16
2021
Q4
$17.1M Buy
940,000
+420,000
+81% +$9.28M 1.44% 16
2021
Q3
$12.5M Hold
520,000
1.19% 26
2021
Q2
$13.7M Hold
520,000
1.26% 21
2021
Q1
$12.1M Buy
520,000
+300,000
+136% +$8.23M 1.11% 24
2020
Q4
$5.18M Buy
+220,000
New +$3.94M 0.51% 59

Other funds holding PLTR

Pacific Heights Asset Management's PLTR Position: Q2 2026 in Review

Pacific Heights Asset Management increased its Palantir (PLTR) stake by 4.8% in Q2 2026, buying an estimated $8.87M and bringing the position to 1,425,000 shares worth $166M. The position accounts for 5.26% of the portfolio, ranked #4.

Pacific Heights Asset Management first reported a position in PLTR in Q4 2020 and has held it in 23 quarters since. The position peaked at $209M in Q4 2025. 2,835 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Pacific Heights Asset Management held 1,425,000 shares of Palantir worth $166M as of Q2 2026.
  • Pacific Heights Asset Management bought 65,000 Palantir shares in Q2 2026, an estimated $8.87M.
  • Palantir made up 5.26% of Pacific Heights Asset Management's portfolio in Q2 2026, its #4 holding.
  • Pacific Heights Asset Management first reported a position in Palantir in Q4 2020 and has held it in 23 quarters since.
  • Pacific Heights Asset Management's Palantir position peaked at $209M in Q4 2025.
  • 2,835 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Pacific Heights Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.