Palantir Technologies is a leading data analytics and AI platform company serving both government and commercial clients globally. Its flagship platforms — Gotham, Foundry, and the AI Platform (AIP) — enable organizations to integrate complex data, run AI-driven decision-making workflows, and operationalize intelligence at scale. Palantir has become a cornerstone AI infrastructure provider for the U.S. Department of Defense, NATO allies, and Fortune 500 enterprises. As AI adoption accelerates across sectors, Palantir's unique positioning at the intersection of national security and commercial AI makes it a high-conviction long-term holding.
AIP enables enterprises to deploy large language models and AI agents directly on their proprietary data, unlocking real operational intelligence without sacrificing security.
Battle-tested platforms used by defense agencies and global enterprises to integrate disparate data sources and drive mission-critical decision making at scale.
Deep, long-term contracts with the DoD, Army, Air Force, and intelligence agencies creating durable recurring revenue and a competitive moat that is nearly impossible to displace.
Palantir sits at the nexus of two of the most powerful secular trends of our time — AI and national security spending. With an unmatched government client base, a rapidly growing commercial segment, and a management team that has been building toward this AI moment for two decades, Palantir is one of Chaudhary Capital's highest-conviction long-term equity positions.
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* Performance figures, including return multiples and IRR, are calculated as of December 31, 2025. Past performance is not indicative of future results. All returns are unaudited and reflect the internal assessment of Chaudhary Capital Management LLC based on available portfolio data at that date. Actual results may differ materially due to market conditions, valuation methodologies, and the timing of capital events. This information is provided for informational purposes only and does not constitute an offer to invest or a solicitation of any investment advisory services.
