Portfolio›Bucket 10

Regulated & federal

Compliance + records + auditability. Where agent trust gets earned and the moat is regulatory by construction.

P1 RecordsP2 State machineP3 OwnershipP4 VerbsP5 History
$640.31 current · $470.00 cost
Why these three
PLTRLeader

Palantir

Regulated & federal
P1 RecordsP3 OwnershipP4 VerbsP5 History

Shares

1.3696

Cost

$146.03

$200.00

Latest

$179.92

$246.42

P&L$46.42 · +23.21%

18 signals · last 14d · P5 Queryable history · highest conviction+12−4

VEEVChallenger

Veeva Systems

Regulated & federal
P1 RecordsP2 State machineP3 Ownership

Shares

0.9987

Cost

$170.22

$170.00

Latest

$279.23

$278.87

P&L$108.87 · +64.04%

17 signals · last 14d · P1 Records · highest conviction+15

TYLDark Horse

Tyler Technologies

Regulated & federal
P1 RecordsP3 Ownership

Shares

0.3056

Cost

$327.25

$100.00

Latest

$376.43

$115.03

P&L$15.03 · +15.03%

5 signals · last 14d · P1 Records · highest conviction+4−1

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