Ameriflex Group 13F Reveals New $12M Palantir Stake

A Form 13F filing disclosed on May 15, 2026, revealed that Ameriflex Group managed $540 million in U.S. equity assets as of the first quarter's end. The report, submitted to the U.S. Securities and Exchange Commission, detailed several key portfolio adjustments. Among the most notable changes was the initiation of a new position in data analytics firm Palantir Technologies, valued at approximately $12 million. The filing provides a snapshot of the firm's investment strategy as of March 31, 2026.

What Are Ameriflex Group's Top Holdings?

The core of Ameriflex Group's portfolio remains concentrated in mega-cap technology stocks. Microsoft (MSFT) stands as the largest single position, with a reported value of $45 million. This is followed by significant holdings in Apple (AAPL) valued at $38 million and chip designer NVIDIA (NVDA) at $32 million.

These top-tier investments underscore a strategy focused on established market leaders with substantial market share. The top five holdings, which also include the SPDR S&P 500 ETF (SPY) and Amazon (AMZN), collectively account for $168 million. This concentration represents approximately 31% of the total reported portfolio value, indicating a high-conviction approach to its largest positions.

Which New Positions Did the Firm Initiate?

The most significant portfolio addition during the first quarter was a new stake in Palantir Technologies (PLTR). Ameriflex acquired shares valued at $12 million as of March 31. This marks the firm's first major entry into the data analytics software company, known for its work with government agencies and large corporations.

This investment suggests Ameriflex is positioning for growth in sectors related to artificial intelligence and enterprise data solutions. The Palantir purchase was the only new eight-figure position added during the period, highlighting its strategic importance. The move diversifies the firm's software holdings beyond traditional enterprise giants.

How Did Ameriflex Adjust Its Tech Exposure?

Beyond adding new names, Ameriflex actively managed its existing technology holdings. The firm increased its investment in chipmaker NVIDIA by 25%, bringing its total stake to $32 million. This move reinforces its bet on the accelerated computing and AI infrastructure themes that have driven market performance.

Conversely, the group trimmed its position in Apple by 10%, reducing the holding's value to $38 million. While Apple remains a top position, the sale could reflect routine profit-taking or a strategic reallocation of capital. This adjustment shifts exposure towards different growth drivers within the tech sector.

Which Stocks Did Ameriflex Sell Off?

The filing revealed a complete exit from pharmaceutical giant Pfizer (PFE). Ameriflex sold its entire position, which was valued at approximately $15 million in the previous quarter's filing. This divestment marks a significant departure from the healthcare sector for the fund and was its largest single liquidation.

This move could signal a broader strategic shift away from defensive, value-oriented sectors towards growth technology. However, it is important to acknowledge a key limitation of this data. Form 13F filings are backward-looking, reflecting positions held more than 45 days prior to the filing date. These reported holdings may not accurately represent the firm's current portfolio.

Q: What is a Form 13F?

A: A Form 13F is a quarterly report required by the U.S. Securities and Exchange Commission (SEC). It must be filed by all institutional investment managers with at least $100 million in qualifying assets under management. The form discloses their long positions in U.S. equities, providing transparency into the holdings of large investors.

Q: Does a 13F filing show all of a firm's assets?

A: No, a 13F has specific limitations. It does not include short positions, cash holdings, bonds, commodities, or investments in non-U.S. listed securities. Therefore, the $540 million portfolio value only represents a portion of Ameriflex Group's total assets under management, specifically its U.S. long equity book.

Bottom Line

Ameriflex Group's Q1 filing signals a strategic pivot towards enterprise software and AI, funded by trimming mega-cap tech and exiting healthcare.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. CFD trading carries high risk of capital loss.