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
$654.33 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

$186.38

$255.26

P&L$55.26 · +27.63%

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

$285.69

$285.32

P&L$115.32 · +67.84%

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

TYLDark Horse

Tyler Technologies

Regulated & federal
P1 RecordsP3 Ownership

Shares

0.3056

Cost

$327.25

$100.00

Latest

$372.22

$113.74

P&L$13.74 · +13.74%

4 signals · last 14d · P1 Records · lead read+3−1

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