Platform Technology Partners
Long book
$518.4M
Q1 2026
Positions
343
Top-10 weight
30%
concentration
Last quarter
+10.3%
SPY +14.8%
Turnover
30%
of book per quarter
Strategy in plain words
auto-generated from filingsPlatform Technology Partners is an institutional manager, running a $518.4M US long book across 343 positions.
The portfolio is moderately concentrated (top 10 ≈ 30% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: APPLE INC, NVIDIA CORP, MICROSOFT CORP, AMAZON.COM INC, EATON VANCE SHRT DUR INC.
Over the last 8 quarters its long book ran on average 0.5pp per quarter behind the S&P 500, beating the index in 4 of 8 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q2 2024
+7.3%
Q3 2024
+3.1%
Q4 2024
-3.2%
Q1 2025
+6.8%
Q2 2025
+7.7%
Q3 2025
+2.4%
Q4 2025
-2.4%
Q1 2026
+10.3%
Sector allocation
Technology 35%
Financials 15%
Industrials 11%
Consumer discretionary 11%
Healthcare 7%
Utilities 6%
Other 4%
Energy 3%
Long book by quarter
What does Platform Technology own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 150.5K | $38.2M | 7.4% | +5.1% |
| NVDA NVIDIA CORP | Technology | 130.7K | $22.8M | 4.4% | +11.5% |
| MSFT MICROSOFT CORP | Technology | 42.6K | $15.8M | 3.0% | +10.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 68.6K | $14.3M | 2.8% | +10.1% |
| JPM JPMORGAN CHASE & CO | Financials | 31.3K | $9.2M | 1.8% | +7.5% |
| GOOGL ALPHABET INC-CL A | Technology | 29.3K | $8.4M | 1.6% | +9.9% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 16.4K | $7.9M | 1.5% | +5.5% |
| META META PLATFORMS INC-CLASS A | Technology | 13.4K | $7.7M | 1.5% | +11.8% |
| GOOG ALPHABET INC-CL C | Technology | 25.6K | $7.4M | 1.4% | +9.2% |
| APO APOLLO GLOBAL MANAGEMENT INC | Financials | 64.9K | $7.2M | 1.4% | +3.9% |
| TSLA TESLA INC | Industrials | 19.0K | $7.1M | 1.4% | +19.8% |
| JNJ JOHNSON & JOHNSON | Healthcare | 25.5K | $6.2M | 1.2% | +9.1% |
| CVX CHEVRON CORP | Energy | 26.6K | $5.5M | 1.1% | +0.8% |
| RTX RTX CORP | Industrials | 26.6K | $5.1M | 1.0% | +3.8% |
| GS GOLDMAN SACHS GROUP INC | Financials | 5.8K | $4.9M | 1.0% | +5.2% |
| LRCX LAM RESEARCH CORP | Industrials | 21.5K | $4.6M | 0.9% | +1.0% |
| BX BLACKSTONE INC | Financials | 38.0K | $4.4M | 0.8% | +52.2% |
| V VISA INC-CLASS A SHARES | Services media | 13.7K | $4.1M | 0.8% | +6.6% |
| NEE NEXTERA ENERGY INC | Utilities | 41.9K | $3.9M | 0.8% | +2.0% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 3.8K | $3.8M | 0.7% | +7.6% |
| HD HOME DEPOT INC | Consumer discretionary | 10.3K | $3.4M | 0.7% | +9.2% |
| BA BOEING CO/THE | Industrials | 16.9K | $3.4M | 0.6% | +3.1% |
| CB CHUBB LTD | Financials | 10.2K | $3.3M | 0.6% | +3.3% |
| WMB WILLIAMS COS INC | Utilities | 45.8K | $3.3M | 0.6% | +1.3% |
| PEP PEPSICO INC | Consumer staples | 21.2K | $3.3M | 0.6% | +8.6% |
| WMT WALMART INC | Consumer discretionary | 26.4K | $3.3M | 0.6% | +9.3% |
| MCD MCDONALD'S CORP | Consumer discretionary | 10.0K | $3.1M | 0.6% | +10.0% |
| PG PROCTER & GAMBLE CO/THE | Other | 20.8K | $3.0M | 0.6% | +15.5% |
| AMGN AMGEN INC | Healthcare | 8.4K | $3.0M | 0.6% | +7.7% |
| XOM EXXON MOBIL CORP | Energy | 17.2K | $2.9M | 0.6% | +9.0% |
| DUK DUKE ENERGY CORP | Utilities | 21.2K | $2.8M | 0.5% | +3.4% |
| LMT LOCKHEED MARTIN CORP | Industrials | 4.5K | $2.7M | 0.5% | +3.5% |
| SBUX STARBUCKS CORP | Consumer discretionary | 29.5K | $2.6M | 0.5% | +17.7% |
| COP CONOCOPHILLIPS | Energy | 19.9K | $2.6M | 0.5% | +13.7% |
| UNP UNION PACIFIC CORP | Industrials | 10.2K | $2.5M | 0.5% | +3.9% |
| LLY ELI LILLY & CO | Healthcare | 2.6K | $2.4M | 0.5% | +4.8% |
| ABBV ABBVIE INC | Healthcare | 10.8K | $2.4M | 0.5% | +6.9% |
| APD AIR PRODUCTS & CHEMICALS INC | Materials | 8.1K | $2.4M | 0.5% | +19.9% |
| MDT MEDTRONIC PLC | Healthcare | 26.3K | $2.3M | 0.4% | +5.8% |
| SPGI S&P GLOBAL INC | Services media | 4.6K | $1.9M | 0.4% | +8.4% |
| CL COLGATE-PALMOLIVE CO | Other | 22.6K | $1.9M | 0.4% | +12.0% |
| UNH UNITEDHEALTH GROUP INC | Financials | 6.9K | $1.9M | 0.4% | +29.0% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 35.8K | $1.8M | 0.3% | -5.2% |
| CAT CATERPILLAR INC | Industrials | 2.5K | $1.8M | 0.3% | +12.4% |
| AVGO BROADCOM INC | Technology | 5.6K | $1.7M | 0.3% | +59.9% |
| MRK MERCK & CO. INC. | Healthcare | 14.4K | $1.7M | 0.3% | +15.6% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 7.0K | $1.7M | 0.3% | +2.2% |
| MA MASTERCARD INC - A | Services media | 3.4K | $1.7M | 0.3% | +12.5% |
| D DOMINION ENERGY INC | Utilities | 26.8K | $1.7M | 0.3% | +5.5% |
| NKE NIKE INC -CL B | Other | 31.0K | $1.6M | 0.3% | +11.2% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 27, 2026 | 344 | $518.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 260 | $469.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 29, 2025 | 256 | $417.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 11, 2025 | 259 | $383.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 1, 2025 | 235 | $343.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 28, 2025 | 218 | $330.1M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 4, 2024 | 224 | $318.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 30, 2024 | 227 | $290.5M | canonical | SEC ↗ |
Similar funds
MASSACHUSETTS FINANCIAL SERVICES CO /MA/JENNISON ASSOCIATES LLCNational Pension ServiceFIL LtdClearbridge Investments, LLCDZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainNORDEA INVESTMENT MANAGEMENT ABBoston PartnersSwedbank AB1832 Asset Management L.P. HARRIS ASSOCIATES L PLOOMIS SAYLES & CO L P