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
$674.29 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

$178.34

$244.25

P&L$44.25 · +22.13%
VEEVChallenger

Veeva Systems

Regulated & federal
P1 RecordsP2 State machineP3 Ownership

Shares

0.9987

Cost

$170.22

$170.00

Latest

$307.00

$306.60

P&L$136.60 · +80.35%

3 signals · last 14d · P1 Records · highest conviction+3

TYLDark Horse

Tyler Technologies

Regulated & federal
P1 RecordsP3 Ownership

Shares

0.3056

Cost

$327.25

$100.00

Latest

$403.94

$123.43

P&L$23.43 · +23.43%

4 signals · last 14d · P1 Records · lead read+3

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