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Livermore
Livermore
ZHEN

Platform Technology Partners

SEC CIK
0001830817
Latest filing
Jul 24, 2026

The latest 13F from Platform Technology Partners covers Q2 2026 (filed Jul 24, 2026): 393 long positions worth $610.8M. The top 10 holdings make up 29.1% of the portfolio, and the largest is Apple Inc. (AAPL) at 7.2%. Livermore has 20 filings on Form 13F from this institution, going back to Q2 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
81
Est. +$29.4M
Added
172
Est. +$31.7M
Reduced
96
Est. −$6.22M
Sold out
31
Est. −$8.44M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    7.2%$43.7MHistory
  2. NVDANVIDIA Corp
    4.4%$26.6MHistory
  3. MSFTMicrosoft Corp
    2.8%$17.1MHistory
  4. AMZNAmazon Com Inc
    2.6%$16.1MHistory
  5. Morgan Stanley ETF Trust61774R825
    2.4%$14.7M

Biggest buys

New and added positions, by estimated amount bought

  1. CIFRCipher Digital Inc.
    +$8.57MNewHistory
  2. iShares Tr46436E718
    +$3.05MAdded
  3. First Tr Exchange-Traded FD33738D804
    +$1.95MAdded
  4. Federated Hermes ETF Trust31423L404
    +$1.84MAdded
  5. J P Morgan Exchange Traded F46641Q118
    +$1.83MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. CIFRCipher Digital Inc.
    +1.40 pp0.0% → 1.4%History
  2. LRCXLam Research Corp
    +0.64 pp0.9% → 1.5%History
  3. iShares Tr46436E718
    +0.46 pp0.3% → 0.7%
  4. J P Morgan Exchange Traded F46641Q118
    +0.29 pp0.7% → 1.0%
  5. First Tr Exchange-Traded FD33738D804
    +0.26 pp0.4% → 0.6%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HONHoneywell International Inc
    −$1.23MSold outHistory
  2. BXBlackstone Inc.
    −$425.1KReducedHistory
  3. First Tr Exch Traded FD III33739P822
    −$394.9KSold out
  4. SSBSouthState Bank Corp
    −$336.0KSold outHistory
  5. GDGeneral Dynamics Corp
    −$332.9KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. CVXChevron Corp
    −0.36 pp1.1% → 0.7%History
  2. GLDSPDR Gold Trust
    −0.28 pp1.0% → 0.7%History
  3. HONHoneywell International Inc
    −0.24 pp0.2% → 0.0%History
  4. XOMExxonMobil Holdings Corp
    −0.21 pp0.6% → 0.4%History
  5. APOApollo Global Management, Inc.
    −0.19 pp1.4% → 1.2%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$610.8M
+$92.3M (+17.8%) vs. prior quarter
Positions
393
+50 vs. prior quarter
Top 10 concentration
29.1%
Top 10 as share of value
Turnover
2.6%
Q2 2026, one quarter
Average holding period
7.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q2 2021), so positions held before then are understated.

13F filings by quarter

20 quarters, going back to Q2 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $610.8M (Q2 2026)

Q2 2021: $242.8MQ3 2021: $220.5MQ4 2021: $227.6MQ1 2022: $208.0MQ2 2022: $183.2MQ3 2022: $175.5MQ4 2022: $193.5MQ1 2023: $202.5MQ2 2023: $212.4MQ3 2023: $213.7MQ4 2023: $257.3MQ2 2024: $290.5MQ3 2024: $318.0MQ4 2024: $330.1MQ1 2025: $343.5MQ2 2025: $383.0MQ3 2025: $417.2MQ4 2025: $469.6MQ1 2026: $518.4MQ2 2026: $610.8M
Q2 2021Q2 2026
13F filings of Platform Technology Partners by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 24, 2026393$610.8MAAPLNVDAMSFTvs. Q1 2026SEC
Q1 2026Apr 27, 2026343$518.4MAAPLNVDAMSFTvs. Q4 2025SEC
Q4 2025Feb 13, 2026260$469.6MAAPLNVDAMSFTvs. Q3 2025SEC
Q3 2025Oct 29, 2025256$417.2MAAPLMSFTNVDAvs. Q2 2025SEC
Q2 2025Aug 11, 2025259$383.0MAAPLMSFTAMZNvs. Q1 2025SEC
Q1 2025May 1, 2025235$343.5MAAPLMSFTAMZNvs. Q4 2024SEC
Q4 2024Jan 28, 2025218$330.1MAAPLMSFTAMZNvs. Q3 2024SEC
Q3 2024Nov 4, 2024224$318.0MAAPLMSFTAMZNvs. Q2 2024SEC
Q2 2024Jul 30, 2024227$290.5MAAPLMSFTAMZN–SEC
Q4 2023Feb 13, 2024203$257.3MAAPLMSFTAMZNvs. Q3 2023SEC
Q3 2023Nov 8, 2023206$213.7MAAPLMSFTAPOvs. Q2 2023SEC
Q2 2023Jul 12, 2023211$212.4MAAPLMSFTAMZNvs. Q1 2023SEC
Q1 2023Apr 4, 2023209$202.5MAAPLMSFTSchwab US Dividend Equity ETFvs. Q4 2022SEC
Q4 2022Jan 11, 2023207$193.5MAAPLMSFTSchwab US Dividend Equity ETFvs. Q3 2022SEC
Q3 2022Oct 24, 2022194$175.5MAAPLMSFTAMZNvs. Q2 2022SEC
Q2 2022Aug 4, 2022201$183.2MAAPLMSFTSchwab US Dividend Equity ETFvs. Q1 2022SEC
Q1 2022May 3, 2022217$208.0MAAPLMSFTAMZNvs. Q4 2021SEC
Q4 2021Feb 1, 2022228$227.6MAAPLSPYMSFTvs. Q3 2021SEC
Q3 2021Nov 4, 2021236$220.5MAAPLSPYMSFTvs. Q2 2021SEC
Q2 2021Aug 5, 2021262$242.8MAAPLSPYMSFT–SEC