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What smart money is saying about Palantir TechnologiesUnited States flag

PLTR · Technology · Software - Infrastructure · Market cap $336.73B

1 fund in our archive has pitched Palantir Technologies — most recently Sands Capital Technology Innovators in December 2025.

Company profile

Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally. The company provides Palantir Gotham, a software platform which enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants, as well as facilitates the handoff between analysts and operational users, helping operators plan and execute real-world responses to threats that have been identified within the platform. It also offers Palantir Foundry, a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place. In addition, it provides Palantir Apollo, a software that delivers software and updates across the business, as well as enables customers to deploy their software virtually in any environment; and Palantir Artificial Intelligence Platform (AIP) that provides unified access to open-source, self-hosted, and commercial large language models (LLM) that can transform structured and unstructured data into LLM-understandable objects and can turn organizations' actions and processes into tools for humans and LLM-driven agents. The company was incorporated in 2003 and is headquartered in Denver, Colorado.

3
Reported positions
1
Bought
1
Sold
5
Letters

Fund activity · 3 positions · 2 moves

  • HoldsACATIS Investment Report
    July 2026
    Nvidia has been in the portfolio since 2016, and Palantir since 2022 - long before artificial intelligence became the dominant market topic.
    Read the letterPalantir Technologies
  • AddedVision Capital Fund
    June 2026
    We deployed some of that new capital to 10 of our existing positions (in alphabetical order): Cloudflare (NET), MercadoLibre (MELI), Meta (META), Nu (NU), Palantir (PLTR), Pro Medicus (PME), Sea Limited (SE), ServiceNow (NOW), Shopify (SHOP), and Zscaler (ZS).
    Read the letterPalantir Technologies
  • ExitedClearBridge Investments Growth Strategy
    June 2026
    Within IT, we used proceeds from the exits of Palantir Technologies and DocuSign to initiate a position in Cloudflare.
    Read the letterPalantir Technologies

Also mentioned · 1

These funds discuss Palantir Technologies — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedClearBridge Investments Appreciation Strategy
    June 2026
    the biggest relative contributors during the quarter were ASML, Palo Alto Networks, ASM International, an underweight to Microsoft and not owning Palantir.
    Read the letterPalantir Technologies

Fund coverage · 1 thesis

  • Sands Capital Technology Innovators
    December 2025

    Palantir Technologies is an operational AI platform with deep integration and broad budgets exposure, benefiting from AI adoption and government modernization.

    Read the full thesis

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