Asset Allocation & Fund Positioning, Copley Fund Research

Steven Holden

Asset Allocation & Fund Positioning

Copley Fund Research

Copley Fund Research provide research and data on asset allocation among Global and Emerging Market equity funds.  The analysis details absolute and relative positioning across countries, sectors and industries together with highly granular data on single stock and single fund allocations.  The data is updated monthly with time series going back to January 2011.

Global Research - Analysis of 165 prominent Global equity funds, combined AUM $335bn
GEM Research - Analysis of 127 prominent global EM equity funds, combined AUM $250bn

Asset Allocation - Global and GEM Equity

Equity Bottom-Up

Palantir Technologies  / Equity Bottom-Up

<ul>
<li>Palantir ownership among global funds hit a record 11.3% in July 2025, nearly doubling in six months, led by growth strategies.</li>
<li>Despite a 500% rally and rising index weights, most fund positions remain modest; only three exceed 2%.</li>
<li>Now the fourth most held AI/software peer, Palantir risks becoming a Tesla-style underweight challenge for active managers.</li>
</ul>


Palantir ownership among global funds hit a record 11.3% in July 2025, nearly doubling in six months, led by growth strategies.
Despite a 500% rally and rising index weights, most fund positions remain modest; only three exceed 2%.
Now the fourth most held AI/software peer, Palantir risks becoming a Tesla-style underweight challenge for active managers.


Palantir Technologies Inc:  Rotation Signals Momentum Shift

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Palantir Technologies delivered a record-breaking performance in the second quarter of 2025, surpassing $1 billion in quarterly revenue for the first time and marking a 48% year-over-year increase.</li><li>The results were powered by exceptional growth in the U.S., which accounted for 68% of total revenue, reflecting the company’s deliberate focus on domestic markets.</li><li>The standout segment was U.S. commercial, which posted a staggering 93% revenue increase from a year earlier and a 20% sequential rise, driven by the rapid adoption of Palantir’s AIpowered platforms such as Ontology and Foundry.</li></ul>

Palantir Technologies delivered a record-breaking performance in the second quarter of 2025, surpassing $1 billion in quarterly revenue for the first time and marking a 48% year-over-year increase.The results were powered by exceptional growth in the U.S., which accounted for 68% of total revenue, reflecting the company’s deliberate focus on domestic markets.The standout segment was U.S. commercial, which posted a staggering 93% revenue increase from a year earlier and a 20% sequential rise, driven by the rapid adoption of Palantir’s AIpowered platforms such as Ontology and Foundry.

Palantir Secures $10 Billion Army Deal and Shatters Revenue Records—Can the Rally Keep Going?

<ul><li>Palantir Technologies has transformed from a scrappy Silicon Valley startup into a national-security powerhouse with remarkable speed.</li><li>In Q2 2025, the company reported over $1 billion in revenue—its first billion-dollar quarter—driven by 68% year-over-year growth in its U.S. business and record-high contract bookings of $2.3 billion.</li><li>Under CEO Alex Karp’s bold leadership, Palantir has leveraged its deep Washington connections and prescient AI bets—most notably its ontologypowered AIP platform—to secure a 10-year, up to $10 billion Army enterprise agreement, multiple Defense Department delivery orders, and rapid crisis-response deployments in Ukraine, Israel, and pandemic relief.</li></ul>

Palantir Technologies has transformed from a scrappy Silicon Valley startup into a national-security powerhouse with remarkable speed.In Q2 2025, the company reported over $1 billion in revenue—its first billion-dollar quarter—driven by 68% year-over-year growth in its U.S. business and record-high contract bookings of $2.3 billion.Under CEO Alex Karp’s bold leadership, Palantir has leveraged its deep Washington connections and prescient AI bets—most notably its ontologypowered AIP platform—to secure a 10-year, up to $10 billion Army enterprise agreement, multiple Defense Department delivery orders, and rapid crisis-response deployments in Ukraine, Israel, and pandemic relief.

Palantir’s 600% Rally: Can 100x Revenue Valuation Ever Be Justified?

<ul><li>Palantir Technologies recently reported an exceptionally robust third quarter for 2024, emphasizing the role of AI in its growth narrative.</li><li>The company's revenue surged by 30% year-over-year, fueled primarily by its U.S. operations, where government and commercial sectors grew by 40% and 54%, respectively.On the positive side, Palantir achieved significant traction in both government and commercial sectors largely due to its prowess in deploying artificial intelligence (AI) solutions.</li><li>In the U.S. government sector, Palantir has significantly extended its capabilities, as highlighted by its success in enhancing targeting and operational efficiency for the Department of Defense (DoD) and other military branches.</li></ul>

Palantir Technologies recently reported an exceptionally robust third quarter for 2024, emphasizing the role of AI in its growth narrative.The company's revenue surged by 30% year-over-year, fueled primarily by its U.S. operations, where government and commercial sectors grew by 40% and 54%, respectively.On the positive side, Palantir achieved significant traction in both government and commercial sectors largely due to its prowess in deploying artificial intelligence (AI) solutions.In the U.S. government sector, Palantir has significantly extended its capabilities, as highlighted by its success in enhancing targeting and operational efficiency for the Department of Defense (DoD) and other military branches.

How Is Palantir Technologies Capitalizing On Expanding Use Cases for AI Platforms Across Diverse Sectors!

<ul><li>Palantir Technologies has become one of Wall Street’s most polarizing success stories in 2025.</li><li>Riding a 76% year-to-date gain and clocking in at more than 460% over the past 12 months, the company’s stock has reached new highs, closing at a record for three consecutive sessions earlier this month.</li><li>The surge puts it in league with speculative darlings like CoreWeave and even evokes comparisons to meme stock veterans such as GameStop.</li></ul>

Palantir Technologies has become one of Wall Street’s most polarizing success stories in 2025.Riding a 76% year-to-date gain and clocking in at more than 460% over the past 12 months, the company’s stock has reached new highs, closing at a record for three consecutive sessions earlier this month.The surge puts it in league with speculative darlings like CoreWeave and even evokes comparisons to meme stock veterans such as GameStop.

Palantir’s Parabolic Surge: Meme Stock Mania Or AI Megatrend in Motion?

United States

Palantir Technologies Inc. develops software to analyze information. The Company offers solutions support many kinds of data including structured, unstructured, relational, temporal, and geospatial. Palantir Technologies serves customers worldwide.

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Palantir Technologies (PLTR US)

Palantir Technologies Inc: Rotation Signals Momentum Shift

Palantir has surged into global fund portfolios, doubling ownership to record highs. Growth-led buying and a 500% rally push it toward Tesla-like...

Steven Holden

Palantir Secures $10 Billion Army Deal and Shatters Revenue Records—Can the Rally Keep Going?

Palantir Technologies delivered a record-breaking performance in the second quarter of 2025, surpassing $1 billion in quarterly revenue for the...

Baptista Research

Palantir’s 600% Rally: Can 100x Revenue Valuation Ever Be Justified?

Palantir Technologies has transformed from a scrappy Silicon Valley startup into a national-security powerhouse with remarkable speed. In Q2 2025,...

Baptista Research

How Is Palantir Technologies Capitalizing On Expanding Use Cases for AI Platforms Across Diverse Sectors!

Palantir Technologies recently reported an exceptionally robust third quarter for 2024, emphasizing the role of AI in its growth narrative. The...

Baptista Research

Palantir’s Parabolic Surge: Meme Stock Mania Or AI Megatrend in Motion?

Palantir Technologies has become one of Wall Street’s most polarizing success stories in 2025. Riding a 76% year-to-date gain and clocking in at...

Baptista Research

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