LongPLJul 2026
Planet Labs PBC
Planet Labs remains a meaningful portfolio position, but Gallagher materially reduced the stake after it had been the portfolio's largest holding for much of the prior four…
PL
Which hedge funds are long PL?
1 published idea on Planet Labs PBC across 1 fund — 1 long and 0 short.
Planet Labs PBC hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Planet Labs PBC: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.