SEC 13F Intelligence

Managers / Q3 2023

Palantir Technologies Inc.

CIK 0001321655 · 19505 BISCAYNE BOULEVARD, SUITE 2350, AVENTURA, FL, 33180 · 720-358-3679

Reported Value
$10M
Q3 2023
Positions
4
Filings on Record
8
2019–present window
Filed
Nov 14, 2023
original filing

Summary

Palantir Technologies Inc. reported $10M in U.S.-listed holdings across 4 positions for Q3 2023.

The portfolio is heavily concentrated: Surf Air Mobility alone accounts for 33.9% of reported value.

Compared with Q2 2023, the fund opened 2 new positions and exited 3.

Portfolio Metrics

Turnover
+57.7%
vs prior filed quarter
Largest Position
+33.9%
Surf Air Mobility
New / Exited
2 / 3
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $221MQ4 ’21Q1 ’22: $245MQ1 ’22Q2 ’22: $98MQ2 ’22Q3 ’22: $56MQ3 ’22Q4 ’22: $33MQ4 ’22Q1 ’23: $16MQ1 ’23Q2 ’23: $16MQ2 ’23Q3 ’23: $10MQ3 ’23filingsflow.com

Portfolio Composition

By security type
Other: 70.2%Common Stock: 29.8%
  • Other · 70.2% · $7M
  • Common Stock · 29.8% · $3M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
Surf Air Mobility Inc.NEW+2.02M2.02M+$3M$3M
Rubicon Technologies, Inc.NEW+1.39M1.39M+$3M$3M
MSP Recovery, Inc.ADDED+6.87M9.04M+$1M$2M
Lilium N.V.SOLD OUT4.67M0$8M$0
Rubicon Technologies, Inc.SOLD OUT8.94M0$3M$0
AdTheorent Holding Company, Inc.SOLD OUT496.6K0$695,230$0
Allego N.V.TRIMMED471.2K694.8K$2M$2M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2023

4 positions
#IssuerClass% PortfolioValueShares
1Surf Air Mobility Inc.Common Stock33.89%$3M2.02M
2Rubicon Technologies, Inc.Class A Common Stock29.78%$3M1.39M
3MSP Recovery, Inc.Class A Common Stock20.46%$2M9.04M
4Allego N.V.Ordinary Shares15.87%$2M694.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2023$10M4Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$16M5Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$16M12May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$33M19Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$56M21Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$98M20Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$245M19May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$221M13Feb 14, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.