Latest Platform Technology Partners Stock Portfolio
Platform Technology Partners Performance:
2025 Q3: 6.2%YTD: 8.53%2024: 20.29%
Performance for 2025 Q3 is 6.2%, and YTD is 8.53%, and 2024 is 20.29%.
About Platform Technology Partners and 13F Hedge Fund Stock Holdings
Platform Technology Partners is a hedge fund based in NEW YORK, NY. On 24-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $648.3 Millions. In it's latest 13F Holdings report, Platform Technology Partners reported an equity portfolio of $417.2 Millions as of 30 Sep, 2025.
The top stock holdings of Platform Technology Partners are AAPL, MSFT, NVDA. The fund has invested 8.5% of it's portfolio in APPLE INC and 4.4% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F (BBAX), BERKLEY W R CORP (WRB) and WATSCO INC (WSO) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), GE AEROSPACE (GE) and SALESFORCE INC (CRM). Platform Technology Partners opened new stock positions in ISHARES TR (BGRN), INNODATA INC (INOD) and DIGITAL RLTY TR INC (DLR). The fund showed a lot of confidence in some stocks as they added substantially to PROLOGIS INC. (PLD), AIR PRODS & CHEMS INC (APD) and AMERICAS CAR-MART INC (CRMT).
The top stock holdings of Platform Technology Partners are AAPL, MSFT, NVDA. The fund has invested 8.5% of it's portfolio in APPLE INC and 4.4% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F (BBAX), BERKLEY W R CORP (WRB) and WATSCO INC (WSO) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), GE AEROSPACE (GE) and SALESFORCE INC (CRM). Platform Technology Partners opened new stock positions in ISHARES TR (BGRN), INNODATA INC (INOD) and DIGITAL RLTY TR INC (DLR). The fund showed a lot of confidence in some stocks as they added substantially to PROLOGIS INC. (PLD), AIR PRODS & CHEMS INC (APD) and AMERICAS CAR-MART INC (CRMT).
Platform Technology Partners Annual Return Estimates Vs S&P 500
Our best estimate is that Platform Technology Partners made a return of 6.2% in the last quarter. In trailing 12 months, it's portfolio return was 10.78%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 535,147 |
| innodata inc | 391,130 |
| digital rlty tr inc | 321,831 |
| somnigroup international inc | 245,822 |
| dillards inc | 245,792 |
| blaize hldgs inc | 235,749 |
| united sts commodity index f | 231,750 |
| alibaba group hldg ltd | 224,554 |
New stocks bought by Platform Technology Partners
Additions
| Ticker | % Inc. |
|---|---|
| prologis inc. | 782 |
| air prods & chems inc | 682 |
| americas car-mart inc | 311 |
| blackrock munihldgs ny qlty | 83.42 |
| hdfc bank ltd | 56.4 |
| dimensional etf trust | 50.55 |
| united parcel service inc | 48.41 |
| wells fargo co new | 32.81 |
Additions to existing portfolio by Platform Technology Partners
Reductions
| Ticker | % Reduced |
|---|---|
| spdr series trust | -69.08 |
| ge aerospace | -67.93 |
| salesforce inc | -62.81 |
| pacer fds tr | -60.25 |
| terawulf inc | -58.33 |
| evolv technologies hldngs in | -54.6 |
| gilead sciences inc | -52.33 |
| spdr series trust | -49.28 |
Platform Technology Partners reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| microalgo inc | -122,184 |
| custom truck one source inc | -98,800 |
| beyond inc | -69,833 |
| plains gp hldgs l p | -196,728 |
| viking therapeutics inc | -245,373 |
| j p morgan exchange traded f | -381,900 |
| comcast corp new | -250,263 |
| spdr series trust | -200,395 |
Platform Technology Partners got rid off the above stocks
Sector Distribution
Platform Technology Partners has about 34.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 34.3 |
| Technology | 20.3 |
| Financial Services | 8.6 |
| Consumer Cyclical | 8.3 |
| Communication Services | 5.9 |
| Healthcare | 5.5 |
| Industrials | 5.4 |
| Consumer Defensive | 4.3 |
| Energy | 3.5 |
| Utilities | 2.6 |
Market Cap. Distribution
Platform Technology Partners has about 64% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 39.4 |
| UNALLOCATED | 34.3 |
| LARGE-CAP | 24.6 |
Stocks belong to which Index?
About 63.9% of the stocks held by Platform Technology Partners either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 62.5 |
| Others | 36.2 |
| RUSSELL 2000 | 1.4 |
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 252 stocks in it's portfolio. About 31.9% of the portfolio is in top 10 stocks. CRM proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Platform Technology Partners last quarter.
Last Reported on: 29 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 8.47 | 138,755 | 35,331,100 | reduced | -0.31 | ||
| AAXJ | ishares tr | 0.15 | 19,264 | 609,128 | reduced | -42.92 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.56 | 10,026 | 2,321,360 | reduced | -2.35 | ||
| ABT | abbott labs | 0.23 | 7,083 | 948,711 | reduced | -5.18 | ||
| ACN | accenture plc ireland | 0.11 | 1,875 | 462,374 | added | 1.85 | ||
| ACWF | ishares tr | 0.09 | 8,592 | 379,663 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.11 | 1,607 | 471,702 | added | 0.12 | ||
| AEP | american elec pwr co inc | 0.14 | 5,137 | 577,929 | added | 0.08 | ||
| AFTY | pacer fds tr | 0.07 | 6,400 | 280,192 | reduced | -60.25 | ||
| AGZD | wisdomtree tr | 0.32 | 39,781 | 1,339,820 | unchanged | 0.00 | ||
| AGZD | wisdomtree tr | 0.28 | 13,597 | 1,183,350 | unchanged | 0.00 | ||
| AGZD | wisdomtree tr | 0.22 | 17,251 | 902,227 | unchanged | 0.00 | ||
| AIRR | first tr exchange traded fd | 0.37 | 22,917 | 1,541,420 | added | 6.93 | ||
| AIRR | first tr exchange traded fd | 0.07 | 2,871 | 283,060 | unchanged | 0.00 | ||
| AKAM | akamai technologies inc | 0.08 | 4,251 | 322,038 | added | 0.95 | ||
| AMAT | applied matls inc | 0.10 | 1,951 | 399,520 | added | 0.62 | ||
| AMGN | amgen inc | 0.50 | 7,400 | 2,088,420 | added | 8.78 | ||
| AMP | ameriprise finl inc | 0.06 | 482 | 236,783 | unchanged | 0.00 | ||
| AMPS | ishares tr | 0.06 | 2,500 | 237,850 | reduced | -7.37 | ||