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Latest Platform Technology Partners Stock Portfolio

$611Million | No. of Holdings #390

Platform Technology Partners Performance

2026 Q2+3.56%
YTD+0.78%
2025+11.57%

About Platform Technology Partners and 13F Hedge Fund Stock Holdings

Platform Technology Partners is a hedge fund based in New York, NY. On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Platform Technology Partners reported an equity portfolio of $611.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Platform Technology Partners are AAPL, NVDA, MSFT. The fund has invested 7.2% of it's portfolio in APPLE INC and 4.3% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), FIRST TR EXCH TRADED FD III (FCAL) and SOUTHSTATE BK CORP stocks. They significantly reduced their stock positions in ZOETIS INC (ZTS), TELESAT CORP (TSAT) and SPDR SERIES TRUST (BIL). Platform Technology Partners opened new stock positions in CIPHER DIGITAL INC (CIFR), WOLFSPEED INC and HONEYWELL INTL INC (HON). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD WORLD FD (EDV) and ISHARES TR (IJR).
Platform Technology Partners Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$611Million
  as of Jul 24, 2026

Platform Technology Partners Annual Return Estimates Vs S&P 500

Our best estimate is that Platform Technology Partners made a return of 3.56% in the last quarter. In trailing 12 months, it's portfolio return was 9.68%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
cipher digital inc8,575,000
wolfspeed inc774,702
honeywell intl inc558,854
honeywell aerospace inc551,816
nebius group n.v.464,488
ishares tr426,334
j p morgan exchange traded f388,422
dimensional etf trust378,551
New stocks bought by Platform Technology Partners

Additions

Ticker% Inc.
vanguard index fds564
vanguard world fd412
vanguard index fds309
ishares tr295
ishares tr209
accenture plc ireland145
intuitive surgical inc117
first tr exchange-traded fd103
Additions to existing portfolio by Platform Technology Partners

Reductions

Ticker% Reduced
zoetis inc-47.87
telesat corp-46.78
spdr series trust-42.89
microvast holdings inc-33.33
10x genomics inc-31.72
nucor corp-28.39
salesforce inc-27.74
coreweave inc-26.1
Platform Technology Partners reduced stake in above stock

Sold off

Ticker$ Sold
huntington bancshares inc-309,166
first tr exch traded fd iii-394,924
flowers foods inc-111,557
hdfc bank ltd-299,778
regions financial corp new-308,686
ford mtr co-124,289
comcast corp new-268,688
dynatrace inc-202,539
Platform Technology Partners got rid off the above stocks

Sector Distribution

Platform Technology Partners has about 36.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Industrials
  • Communication Services
  • Consumer Defensive
  • Energy
  • Utilities
  • Real Estate
Sector%
Others36.2
Technology20.4
Financial Services8.8
Consumer Cyclical7
Healthcare5.5
Industrials5.4
Communication Services5.4
Consumer Defensive3.9
Energy2.9
Utilities2.2
Real Estate1.6

Market Cap. Distribution

Platform Technology Partners has about 60.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP41
UNALLOCATED36.3
LARGE-CAP19.2
MID-CAP2.4

Stocks belong to which Index?

About 61% of the stocks held by Platform Technology Partners either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50058.5
Others39
RUSSELL 20002.5
Top 5 Winners (%)%
MU
micron technology inc
232.0 %
MRVL
marvell technology inc
191.9 %
INTC
intel corp
191.7 %
AMD
advanced micro devices inc
179.0 %
DELL
dell technologies inc
155.0 %
Top 5 Winners ($)$
AAPL
apple inc
5.4 M
LRCX
lam research corp
4.7 M
NVDA
nvidia corporation
3.4 M
GOOG
alphabet inc
2.1 M
AMZN
amazon com inc
2.0 M
Top 5 Losers (%)%
CRMT
americas car-mart inc
-74.4 %
VB
vanguard index fds
-70.1 %
EDV
vanguard world fd
-65.5 %
VB
vanguard index fds
-61.5 %
IJR
ishares tr
-60.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-17.3 M
VB
vanguard index fds
-2.8 M
IJR
ishares tr
-1.5 M
EDV
vanguard world fd
-1.2 M
CVX
chevron corporation
-1.1 M

Platform Technology Partners Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Platform Technology Partners

Platform Technology Partners has 390 stocks in it's portfolio. About 29% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Platform Technology Partners last quarter.

$610.75MTotal Value
424Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Platform Technology Partners, last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAAU
Goldman Sachs Physical Gold

Goldman Sachs Physical Gold

AAAU
Platform Technology Partners's holding in Goldman Sachs Physical Gold over time
0.04%5,630
$222.8K
0.04%
increased 17.17 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Platform Technology Partners's holding in Ishares Tr over time
0.48%96,454
$2.94M
0.48%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Platform Technology Partners's holding in Ishares Tr over time
0.07%10,290
$426.3K
0.07%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Platform Technology Partners's holding in Ishares Tr over time
0.06%1,444
$350.1K
0.06%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Platform Technology Partners's holding in Ishares Tr over time
0.05%4,307
$286.2K
0.05%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Platform Technology Partners's holding in Ishares Tr over time
0.03%1,717
$201.7K
0.03%
new position
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Platform Technology Partners's holding in Etf Ser Solutions over time
0.23%14,043
$1.41M
0.23%
increased 37.34 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Platform Technology Partners's holding in Ishares Tr over time
0.07%8,667
$429.5K
0.07%
increased 0.87 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Platform Technology Partners's holding in Vaneck Etf Trust over time
0.11%1,019
$668.4K
0.11%
increased 36.41 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Platform Technology Partners's holding in Pacer Fds Tr over time
0.05%6,400
$323.9K
0.05%
unchanged 0 percentunchanged