Platform Technology Partners

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
394
Total value ($000)
$611,187
Net value change ($000)
+92,455 (17.8%)
New positions
81
Sold out positions
31
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CIFR 8,575 NEW
AAPL 5,489 14.4%
LRCX 4,723 102.9%
NVDA 3,788 16.6%
SGOV 3,052 209.6%
JMEE 2,448 67.0%
GOOGL 2,085 24.7%
DFAS 2,052 28.8%
FSIG 1,944 103.1%
AMZN 1,813 12.7%
Top Reduces (Value $000, Stocks/ETFs)
HON -1,229 -100.0%
CVX -1,225 -22.3%
GLD -836 -16.7%
XOM -749 -25.7%
ZTS -575 -68.3%
COP -527 -20.0%
PEP -435 -13.2%
WMT -433 -13.2%
FMNY -395 -100.0%
SSB -336 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 434 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type