Palantir Technologies Inc.
MX ˙ BMV ˙ US69608A1088
SecurityMX:PLTR / Palantir Technologies Inc.
InstitutionBalboa Wealth Partners
Latest Disclosed Ownership44,672 shares
Latest Disclosed Value $ 6,534,576
Balboa Wealth Partners reports 5.84% increase in ownership of PLTR / Palantir Technologies Inc.

On April 16, 2026 - Balboa Wealth Partners filed a 13F-HR form disclosing ownership of 44,672 shares of Palantir Technologies Inc. (MX:PLTR) valued at $6,534,576 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 42,208 shares of Palantir Technologies Inc.. This represents a change in shares of 5.84% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-16 2026-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 44,672 2,464 5.84 6,535 -12.90 1.0961
2026-01-16 2025-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 42,208 -1,004 -2.32 7,502 -4.82 1.2408
2025-11-06 2025-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 43,212 -5,282 -10.89 7,883 19.24 1.3593
2025-07-29 2025-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 48,494 -12,184 -20.08 6,611 29.08 1.3256
2025-04-23 2025-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 60,678 -1,532 -2.46 5,121 8.86 1.2364
2025-02-10 2024-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 62,210 -14,671 -19.08 4,705 64.53 1.0736
2024-11-06 2024-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 76,881 16,917 28.21 2,860 88.34 0.7122
2024-08-13 2024-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 59,964 16,819 38.98 1,519 53.02 0.4011
2024-05-13 2024-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 43,145 43,145 993 0.2923
2024-02-09 2023-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 0 -14,697 -100.00 0 -100.00
2023-10-23 2023-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 14,697 14,697 235 0.0882
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.