LongPLTRJun 2026
Palantir Technologies
Palantir reported accelerating revenue growth, a record guidance increase, and improving profitability, yet its shares declined because expectations were elevated. Sands believes…
PLTR
1 published idea on Palantir Technologies across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Palantir Technologies: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Palantir reported accelerating revenue growth, a record guidance increase, and improving profitability, yet its shares declined because expectations were elevated. Sands believes…