Platform Technology Partners
SEC Form 13F institutional filer · CIK 0001830817
13F-HR · 204 reported holdings · 2026-03-31
Reported long-US-equity value
$0.40B
Top-10 concentration
38.6%
Platform Technology Partners — $400M AUM allocation strategy
Platform Technology Partners files SEC Form 13F and reports $400M of long US equity value across 204 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.2%, followed by Financials 13.9% and Communication Services 5.9%.
The top 10 holdings account for 39% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Platform Technology Partners — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$400M
total across 204 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
39% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +22.8K sh · +$1.93M+$IVV +14.4K sh · +$2.58M+$NVDA +13.5K sh · +$929K
Biggest trims (shares)
−$BLK −6.63K sh · −$244K−$MO −2.28K sh · −$79.8K−$VZ −1.96K sh · +$259K
Exited to nil (held last quarter, gone now)
$GNRC ($359K last qtr)$REGN ($259K last qtr)$MMM ($241K last qtr)$XLF ($215K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals9.5%—
- Investment Banking & Brokerage7.8%—
- Interactive Media & Services5.9%—
- Semiconductors5.7%—
- Systems Software4.0%—
- Broadline Retail3.6%—
- Diversified Banks2.3%—
- Multi-Sector Holdings1.9%—
- Other holdings59.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 150K | $38.2M | +7.34K | 9.6% |
| $NVDA | NVIDIA Corporation | 131K | $22.8M | +13.5K | 5.7% |
| $MSFT | Microsoft Corporation | 42.6K | $15.8M | +3.92K | 3.9% |
| $AMZN | Amazon.com Inc | 68.6K | $14.3M | +6.31K | 3.6% |
| $MS | Morgan Stanley | 262K | $13.5M | +12.2K | 3.4% |
| $SCHW | Charles Schwab Corporation | 390K | $12.5M | +22.8K | 3.1% |
| $JPM | JP Morgan Chase & Co | 31.3K | $9.2M | +2.19K | 2.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 29.3K | $8.44M | +2.64K | 2.1% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 16.4K | $7.86M | +858 | 2.0% |
…and 195 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.