Thoma Capital Management’s Palantir PLTR Stock Holding History

Thoma 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	$640K	Buy	5,485 +107	+2%	+$14.6K	0.34%	37
2026 Q1	$787K	Buy	5,378 +336	+7%	+$51.4K	0.47%	33
2025 Q4	$896K	Buy	5,042 +179	+4%	+$32.4K	0.52%	27
2025 Q3	$887K	Buy	4,863 +236	+5%	+$38.2K	0.51%	25
2025 Q2	$631K	Buy	4,627 +275	+6%	+$32.3K	0.4%	41
2025 Q1	$367K	Sell	4,352 -709	-14%	-$62.3K	0.26%	51
2024 Q4	$383K	Buy	+5,061	New	+$295K	0.26%	52

Other funds holding PLTR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Thoma Capital Management increased its Palantir (PLTR) stake by 2% in Q2 2026, buying an estimated $14.6K and bringing the position to 5,485 shares worth $640K. The position accounts for 0.34% of the portfolio, ranked #37.

Thoma Capital Management first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $896K in Q4 2025. 866 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Thoma Capital Management held 5,485 shares of Palantir worth $640K as of Q2 2026.
Thoma Capital Management bought 107 Palantir shares in Q2 2026, an estimated $14.6K.
Palantir made up 0.34% of Thoma Capital Management's portfolio in Q2 2026, its #37 holding.
Thoma Capital Management first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
Thoma Capital Management's Palantir position peaked at $896K in Q4 2025.
866 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Thoma Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.