Heard Capital LLC: PALANTIR TECHNOLOGIES INC (PLTR): Quarterly 13F Position History
As of Q2 2026, Heard Capital LLC reported 1,389,846 shares of PALANTIR TECHNOLOGIES INC (PLTR), worth $162.2M and representing 6.9% of its 13F equity book. Quarter-over-quarter share count change: + 68,101 (+5.2%) . The position first appeared in Q4 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 1,389,846Shares Held (Latest Filing)
- $162.2MReported Market Value (Latest Filing)
- 6.9%Portfolio Weight (% of 13F Equity Book)
- +68,101Quarter-over-Quarter Share Change
- -$31.2MQuarter-over-Quarter Value Change
- 1,389,846Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,389,846 | +68,101 | +5.2% | $162.2M | 6.9% | $116.7 |
| Q1 2026 | 1,321,745 | +418,636 | +46.4% | $193.3M | 10.0% | $146.3 |
| Q4 2025 | 903,109 | 129,809 | -12.6% | $160.5M | 7.5% | $177.8 |
| Q3 2025 | 1,032,918 | +203,928 | +24.6% | $188.4M | 10.2% | $182.4 |
| Q2 2025 | 828,990 | 167,523 | -16.8% | $113.0M | 5.9% | $136.3 |
| Q1 2025 | 996,513 | +256,523 | +34.7% | $84.1M | 5.0% | $84.4 |
| Q4 2024 | 739,990 | – | – | $56.0M | 3.3% | $75.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Heard Capital LLC first disclose a PLTR position in 13F-HR filings?
Heard Capital LLC first reported PALANTIR TECHNOLOGIES INC (PLTR) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was Heard Capital LLC's most recent quarter-over-quarter share-count change in PLTR?
Between Q1 2026 and Q2 2026, Heard Capital LLC added 68,101 shares of PLTR (+5.2%), bringing the total reported position to 1,389,846 shares at a market value of $162.2M.
Does the implied price-per-share represent Heard Capital LLC's cost basis in PLTR?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.