Latest Platform Technology Partners Stock Portfolio

Platform Technology Partners Performance:

2025 Q2: 4.06%YTD: 0.82%2024: -2.21%

Performance for 2025 Q2 is 4.06%, and YTD is 0.82%, and 2024 is -2.21%.

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 $383 Millions as of 30 Jun, 2025.

The top stock holdings of Platform Technology Partners are AAPL, MSFT, AMZN. The fund has invested 7.5% of it's portfolio in APPLE INC and 4.6% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off VANECK ETF TRUST (AFK), G III APPAREL GROUP LTD (GIII) and COOPER COS INC (COO) stocks. They significantly reduced their stock positions in NU HLDGS LTD (NU), THE CIGNA GROUP (CI) and EVOLV TECHNOLOGIES HLDNGS IN (EVLV). Platform Technology Partners opened new stock positions in ISHARES BITCOIN TRUST ETF, GILEAD SCIENCES INC (GILD) and KINDER MORGAN INC DEL (KMI). The fund showed a lot of confidence in some stocks as they added substantially to OREILLY AUTOMOTIVE INC (ORLY), SPDR SERIES TRUST (BIL) and INVESCO EXCHANGE TRADED FD T (CSD).

Platform Technology Partners Annual Return Estimates Vs S&P 500

Our best estimate is that Platform Technology Partners made a return of 4.06% in the last quarter. In trailing 12 months, it's portfolio return was 7.78%.

New Buys

Ticker	$ Bought
ishares bitcoin trust etf	2,034,100
ishares tr	1,035,480
gilead sciences inc	612,668
nuveen mun high income oppor	605,224
ishares ethereum tr	592,810
kinder morgan inc del	482,961
ishares tr	445,402
j p morgan exchange traded f	381,900

New stocks bought by Platform Technology Partners

Additions

Ticker	% Inc.
oreilly automotive inc	1,397
spdr series trust	122
invesco exchange traded fd t	78.02
cisco sys inc	76.48
principal exchange traded fd	72.73
terawulf inc	69.61
pacer fds tr	65.98
international business machs	51.52

Additions to existing portfolio by Platform Technology Partners

Reductions

Ticker	% Reduced
nu hldgs ltd	-46.22
the cigna group	-37.24
evolv technologies hldngs in	-35.26
purecycle technologies inc	-31.26
trane technologies plc	-18.5
ares capital corp	-16.93
first tr exch traded fd iii	-16.72
united parcel service inc	-16.68

Platform Technology Partners reduced stake in above stock

Sold off

Ticker	$ Sold
snap inc	-213,526
sofi technologies inc	-139,560
g iii apparel group ltd	-218,800
vaneck etf trust	-321,790
ishares silver tr	-209,982
cooper cos inc	-218,551
prudential finl inc	-213,949
gallagher arthur j & co	-208,870

Platform Technology Partners got rid off the above stocks

Sector Distribution

Platform Technology Partners has about 34.4% of it's holdings in Others sector.

Sector	%
Others	34.4
Technology	19.6
Financial Services	9
Consumer Cyclical	7.9
Industrials	6.2
Healthcare	5.8
Communication Services	5.6
Consumer Defensive	4.7
Energy	3.6
Utilities	2.6

Market Cap. Distribution

Platform Technology Partners has about 63.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	38.2
UNALLOCATED	34.4
LARGE-CAP	25.7

Stocks belong to which Index?

About 63.7% of the stocks held by Platform Technology Partners either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	62.4
Others	36.3
RUSSELL 2000	1.3

Top 5 Winners (%)		%
EVLV	evolv technologies hldngs in	86.5 %
PCT	purecycle technologies inc	78.0 %
PLTR	palantir technologies inc	61.1 %
AVGO	broadcom inc	59.6 %
ORCL	oracle corp	55.6 %

Top 5 Winners ($)		$
MSFT	microsoft corp	4.4 M
NVDA	nvidia corporation	3.4 M
AMZN	amazon com inc	1.6 M
META	meta platforms inc	1.6 M
JPM	jpmorgan chase & co.	1.3 M

Top 5 Losers (%)		%
ORLY	oreilly automotive inc	-93.5 %
UNH	unitedhealth group inc	-37.4 %
TLRY	tilray brands inc	-37.0 %
BMY	bristol-myers squibb co	-24.1 %
TMO	thermo fisher scientific inc	-18.5 %

Top 5 Losers ($)		$
ORLY	oreilly automotive inc	-4.7 M
AAPL	apple inc	-2.4 M
UNH	unitedhealth group inc	-0.9 M
CVX	chevron corp new	-0.6 M
BMY	bristol-myers squibb co	-0.3 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 255 stocks in it's portfolio. About 31.2% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Platform Technology Partners last quarter.

Last Reported on: 11 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	AAPL	apple inc	7.46	139,180	28,555,700	reduced	-1.03
Historical Trend of APPLE INC Position Held By Platform Technology Partners What % of Portfolio is AAPL?: Number of AAPL shares held: Change in No. of Shares Held:
	MSFT	microsoft corp	4.64	35,710	17,762,400	reduced	-2.31

	AMZN	amazon com inc	3.24	56,554	12,407,400	added	2.06

	NVDA	nvidia corporation	2.94	71,148	11,240,700	added	7.46

		apollo global mgmt inc	2.56	69,071	9,799,070	added	14.91

		morgan stanley etf trust	2.22	166,382	8,507,100	added	4.24

	FNDA	schwab strategic tr	2.14	309,925	8,213,020	added	3.29

	JPM	jpmorgan chase & co.	2.14	28,245	8,188,410	added	0.74

	IJR	ishares tr	1.98	12,190	7,568,820	reduced	-2.15

	META	meta platforms inc	1.92	9,956	7,348,130	added	3.53

		berkshire hathaway inc del	1.88	14,837	7,207,290	added	0.47

	FCSH	federated hermes etf trust	1.82	277,092	6,955,020	added	14.55

	VB	vanguard index fds	1.48	9,992	5,675,620	added	3.89

	TSLA	tesla inc	1.27	15,270	4,850,590	added	2.1

	GOOG	alphabet inc	1.17	25,501	4,494,010	added	6.27

	V	visa inc	1.11	11,943	4,240,410	added	3.89

	GOOG	alphabet inc	1.10	23,861	4,232,720	added	3.37

	SPY	spdr s&p 500 etf tr	1.10	6,796	4,198,740	reduced	-4.6

	VB	vanguard index fds	1.09	9,503	4,166,080	added	5.73

	GS	goldman sachs group inc	0.98	5,312	3,759,670	added	0.57