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
Which hedge funds are long PLTR?
2 published ideas on Palantir Technologies across 2 funds — 2 long and 0 short.
Palantir Technologies 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 Palantir Technologies: 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.
Funds with a position view
Long theses
LongPLTRJun 2026
Palantir Technologies
Palantir Technologies remains one of the more prominent companies providing investors with exposure to artificial intelligence software. However, Polen highlights increasing…