Platform Technology Partners

hedge fundUpdated 48 days ago

Managed by Platform Technology Partners • Latest filing Q2 2026

Portfolio value

$611.2M

Q2 2026

Filings

12

Quarterly 13F history

Top-10 concentration

99.9%

Weight of largest holdings

Annualized return

46.9%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 12 quarters

Show data table

Period	Portfolio value
Q2 2023	$212.5M
Q3 2023	$213.7M
Q4 2023	$257.3M
Q2 2024	$290.5M
Q3 2024	$318M
Q4 2024	$330.1M
Q1 2025	$343.5M
Q2 2025	$383M
Q3 2025	$417.2M
Q4 2025	$469.6M
Q1 2026	$518.7M
Q2 2026	$611.2M

Top holdings

394 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	A AAPL APPLE INC	$43.7M	150.9K	7.15%	Added(+0.3%)
2	N NVDA NVIDIA CORPORATION	$26.6M	132.8K	4.35%	Added(+1.6%)
3	M MSFT MICROSOFT CORP	$17.1M	45.8K	2.79%	Added(+7.4%)
4	A AMZN AMAZON COM INC	$16.1M	67.5K	2.63%	Trimmed(-1.5%)
5	E EXG MORGAN STANLEY ETF TRUST	$14.7M	290.0K	2.41%	Added(+11.4%)
6	? N/A FEDERATED HERMES ETF TRUST	$13.9M	554.0K	2.27%	Added(+15.2%)
7	S SCHW-PJ SCHWAB STRATEGIC TR	$13M	409.8K	2.13%	Added(+7.4%)
8	E ETHA ISHARES TR	$11.9M	15.9K	1.95%	Added(+2.2%)
9	G GOOGN ALPHABET INC	$10.5M	29.4K	1.72%	Added(+0.3%)
10	J JPM-PM JPMORGAN CHASE & CO	$10M	30.5K	1.63%	Trimmed(-2.5%)
11	L LRCX LAM RESEARCH CORP	$9.3M	21.5K	1.52%	Added(+0.1%)
12	? N/A SERIES PORTFOLIOS TR	$9.2M	306.0K	1.50%	Added(+9.4%)
13	? N/A DIMENSIONAL ETF TRUST	$9.2M	111.4K	1.50%	Added(+11.3%)
14	G GOOGN ALPHABET INC	$9.1M	25.8K	1.49%	Added(+0.5%)
15	C CIFR CIPHER DIGITAL INC	$8.6M	350.0K	1.40%	—
16	T TSLA TESLA INC	$8.3M	19.8K	1.36%	Added(+4.1%)
17	B BRK-A BERKSHIRE HATHAWAY INC DEL	$8.3M	16.6K	1.36%	Added(+1.2%)
18	M META META PLATFORMS INC	$7.8M	13.8K	1.28%	Added(+2.9%)
19	V VGES VANGUARD INDEX FDS	$7.6M	11.1K	1.24%	Added(+6.5%)
20	V VGES VANGUARD INDEX FDS	$7.4M	85.5K	1.21%	Added(+564.9%)

A

APPLE INC

+0.3%

Value

$43.7M

Shares

150.9K

% Port

7.15%

N

NVIDIA CORPORATION

+1.6%

Value

$26.6M

Shares

132.8K

% Port

4.35%

M

MICROSOFT CORP

+7.4%

Value

$17.1M

Shares

45.8K

% Port

2.79%

A

AMAZON COM INC

-1.5%

Value

$16.1M

Shares

67.5K

% Port

2.63%

E

MORGAN STANLEY ETF TRUST

+11.4%

Value

$14.7M

Shares

290.0K

% Port

2.41%

?

6.N/A

FEDERATED HERMES ETF TRUST

+15.2%

Value

$13.9M

Shares

554.0K

% Port

2.27%

S

SCHWAB STRATEGIC TR

+7.4%

Value

$13M

Shares

409.8K

% Port

2.13%

E

ISHARES TR

+2.2%

Value

$11.9M

Shares

15.9K

% Port

1.95%

G

ALPHABET INC

+0.3%

Value

$10.5M

Shares

29.4K

% Port

1.72%

J

JPMORGAN CHASE & CO

-2.5%

Value

$10M

Shares

30.5K

% Port

1.63%

L

LAM RESEARCH CORP

+0.1%

Value

$9.3M

Shares

21.5K

% Port

1.52%

?

12.N/A

SERIES PORTFOLIOS TR

+9.4%

Value

$9.2M

Shares

306.0K

% Port

1.50%

?

13.N/A

DIMENSIONAL ETF TRUST

+11.3%

Value

$9.2M

Shares

111.4K

% Port

1.50%

G

ALPHABET INC

+0.5%

Value

$9.1M

Shares

25.8K

% Port

1.49%

C

CIPHER DIGITAL INC

Value

$8.6M

Shares

350.0K

% Port

1.40%

T

TESLA INC

+4.1%

Value

$8.3M

Shares

19.8K

% Port

1.36%

B

BERKSHIRE HATHAWAY INC DEL

+1.2%

Value

$8.3M

Shares

16.6K

% Port

1.36%

M

META PLATFORMS INC

+2.9%

Value

$7.8M

Shares

13.8K

% Port

1.28%

V

VANGUARD INDEX FDS

+6.5%

Value

$7.6M

Shares

11.1K

% Port

1.24%

V

VANGUARD INDEX FDS

+564.9%

Value

$7.4M

Shares

85.5K

% Port

1.21%

View full portfolio (394 holdings) →

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