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RiskModels / Stocks / PLTR

Palantir Technologies Inc. Class A (PLTR)

Daily ERM3 factor decomposition: how much of PLTR's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$165.86
Market cap
$397.6B
23-day vol
51.3%
Sector proxy
XLK
Subsector proxy
IGV

Risk DNA

41% of PLTR's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 14.3%Sector 0.0%Subsector 26.3%Stock-specific 59.4%
IGV subsector peers · average of 225 names

PLTR carries 59% stock-specific risk against a peer average of 75% — less of what happens here is specific to this name than is typical for its cohort.

Sector (-0.1%) covaried negatively with PLTR over this window, offsetting its variance rather than adding to it. Clamped to 0% for the bar and the remaining layers renormalized, so the percentages above sum to 100.

ETF hedge ratios

Dollars of ETF to short per $1 of PLTR held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLK)Subsector (IGV)Explained risk
L1$-1.44——14.3%
L2$-1.60$0.09—14.3%
L3$-1.47$0.68$-0.9240.5%

Data as of September 11, 2026. Updated daily from the ERM3 pipeline.

13F filers holding PLTR

From the most recent quarterly 13F filings in our tracked filer universe, largest reported position first.

  • Scion Asset Management66.7%
  • ARK Investment Management2.6%
  • Beacon Pointe Advisors0.8%

Browse every tracked 13F filer.

Go deeper on PLTR

Ask the AI risk analyst for PLTR's full history, peer comparison, or how it changes your portfolio's risk.

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Manager SkillAllocatorsExamplesEvidenceAccessAnalyst
Checking session...
RiskModels / Stocks / PLTR

Palantir Technologies Inc. Class A (PLTR)

Daily ERM3 factor decomposition: how much of PLTR's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$165.86
Market cap
$397.6B
23-day vol
51.3%
Sector proxy
XLK
Subsector proxy
IGV

Risk DNA

41% of PLTR's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 14.3%Sector 0.0%Subsector 26.3%Stock-specific 59.4%
IGV subsector peers · average of 225 names

PLTR carries 59% stock-specific risk against a peer average of 75% — less of what happens here is specific to this name than is typical for its cohort.

Sector (-0.1%) covaried negatively with PLTR over this window, offsetting its variance rather than adding to it. Clamped to 0% for the bar and the remaining layers renormalized, so the percentages above sum to 100.

ETF hedge ratios

Dollars of ETF to short per $1 of PLTR held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLK)Subsector (IGV)Explained risk
L1$-1.44——14.3%
L2$-1.60$0.09—14.3%
L3$-1.47$0.68$-0.9240.5%

Data as of September 11, 2026. Updated daily from the ERM3 pipeline.

13F filers holding PLTR

From the most recent quarterly 13F filings in our tracked filer universe, largest reported position first.

  • Scion Asset Management66.7%
  • ARK Investment Management2.6%
  • Beacon Pointe Advisors0.8%

Browse every tracked 13F filer.

Go deeper on PLTR

Ask the AI risk analyst for PLTR's full history, peer comparison, or how it changes your portfolio's risk.

Ask the analyst about PLTRAnalyze your portfolio

Local-First Data Policy — Your holdings are resolved locally against our Security Master. Data never leaves your machine.

The Engine
  • Developers
  • API
  • SDK
  • CLI
The Science
  • What's inside
  • Artifact gallery
  • Methodology wiki ↗
  • Glossary
  • ERM3 overview
  • SEC Filing Calendar
  • 13F Filers
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Informational use only — not investment advice. Blue Water Macro Corp.

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© 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based.

Informational use only — not investment advice. Blue Water Macro Corp.