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Platform Technology Partners

SEC CIK
0001830817
Latest filing
Jul 24, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 1, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
228
−8 vs. Q3 2021
Portfolio value
$227.6M
+$7.06M (+3.2%) vs. Q3 2021
Filed
Feb 1, 2022
SEC
Holdings of Platform Technology Partners in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Invesco QQQ Trust Series I46090E103ETF4,396$1.75M0.8%+21+0.5%Added–
TSLATesla, Inc.Stock1,693$1.79M0.8%+201+13.5%AddedHistory
DISWalt Disney CoStock11,573$1.79M0.8%+268+2.4%AddedHistory
BXBlackstone Inc.COM14,209$1.84M0.8%−362−2.5%ReducedHistory
PGProcter & Gamble CoStock11,680$1.91M0.8%+84+0.7%AddedHistory
MCDMcDonalds CorpStock7,199$1.93M0.8%−40−0.6%ReducedHistory
NKENIKE, Inc.Stock12,114$2.02M0.9%−579−4.6%ReducedHistory
PEPPepsiCo IncStock12,134$2.11M0.9%+18+0.1%AddedHistory
HDHome Depot, Inc.Stock5,086$2.11M0.9%+3+0.1%AddedHistory
ABTAbbott LaboratoriesStock15,011$2.11M0.9%+50+0.3%AddedHistory
VVisa Inc.Stock10,197$2.21M1.0%+798+8.5%AddedHistory
GOOGLAlphabet Inc.Stock787$2.28M1.0%+1+0.1%AddedHistory
DRVNDriven Brands Holdings Inc.COM68,817$2.31M1.0%−35,000−33.7%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF21,083$2.36M1.0%+49+0.2%Added–
Vanguard World FD921910816MEGA GRWTH IND9,371$2.44M1.1%+814+9.5%Added–
UNPUnion Pacific CorpStock10,033$2.53M1.1%−39−0.4%ReducedHistory
JNJJohnson & JohnsonStock16,033$2.74M1.2%+34+0.2%AddedHistory
GOOGAlphabet Inc.Stock1,113$3.22M1.4%−10−0.9%ReducedHistory
iShares Core S&P 500 ETF464287200ETF7,006$3.34M1.5%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock12,000$3.59M1.6%+184+1.6%AddedHistory
PFEPfizer IncStock61,381$3.63M1.6%−321−0.5%ReducedHistory
JPMJPMorgan Chase & CoStock23,736$3.76M1.7%+226+1.0%AddedHistory
METAMeta Platforms, Inc.Stock12,089$4.07M1.8%−56−0.5%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF71,893$5.81M2.6%+3,436+5.0%Added–
AMZNAmazon Com IncStock1,982$6.61M2.9%+139+7.5%AddedHistory
MSFTMicrosoft CorpStock35,568$12.0M5.3%−304−0.8%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF31,144$14.8M6.5%+290+0.9%AddedHistory
AAPLApple Inc.Stock128,608$22.8M10.0%−2,828−2.2%ReducedHistory

Sold out since Q3 2021 (28)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Platform Technology Partners sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
APOApollo Global Management, Inc.COM CL A78,978$4.86M2.2%History
LORLLoral Space & Communications Inc.COM52,535$2.26M1.0%History
KSUKansas City SouthernCOM NEW3,128$847.0K0.4%History
PRKSUnited Parks & Resorts Inc.COM12,363$684.0K0.3%History
DKNGDraftKings Inc.COM CL A9,995$481.0K0.2%History
DVNDevon Energy CorpStock10,103$359.0K0.2%History
Signature BK New York N Y82669G104COM1,149$313.0K0.1%–
DISHDISH Network CORPCL A6,966$303.0K0.1%History
SNAPSnap IncStock3,722$275.0K0.1%History
iShares Tr464287234MSCI EMG MKT ETF5,401$272.0K0.1%–
TMUST-Mobile US, Inc.Stock1,911$244.0K0.1%History
ROKURoku, IncCOM CL A730$229.0K0.1%History
CHTRCharter Communications, Inc.CL A286$208.0K0.1%History
CRMTAmericas Carmart IncCOM1,781$208.0K0.1%History
XYZBlock, Inc.CL A851$204.0K0.1%History
iShares Russell Midcap ETF464287499ETF2,591$203.0K0.1%–
KMIKinder Morgan, Inc.Stock11,589$194.0K0.1%History
APLEApple Hospitality REIT, Inc.REIT10,842$171.0K0.1%History
MLCOMelco Resorts & Entertainment LTDADR10,000$102.0K<0.1%History
ENLCEnLink Midstream, LLCCOM UNIT REP LTD14,569$99.0K<0.1%History
PTPIPetros Pharmaceuticals, Inc.COM44,000$88.0K<0.1%History
MMATMeta Materials Inc.COM10,000$58.0K<0.1%History
HIVEHIVE Digital Technologies Ltd.COM16,500$44.0K<0.1%History
ZKINZK International Group Co., Ltd.SHS10,000$28.0K<0.1%History
ABEOAbeona Therapeutics Inc.COM18,506$21.0K<0.1%History
YARWYarrow Bioscience, Inc.COM14,457$20.0K<0.1%History
TLSATiziana Life Sciences LtdSPONSORED ADS10,000$15.0K<0.1%History
SNDLSNDL Inc.COM12,952$9.00K<0.1%History