U.S. Public Pension Giant Boosts Palantir and Strategy Holdings in Q2
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According to a report by Barron's, the Ohio Public Employees Retirement System (OPERS) made notable adjustments to its portfolio in Q2 2025, significantly increasing exposure to Palantir and Strategy while cutting back on Lyft.
In its latest 13F filing, OPERS revealed it added 171,441 shares of Palantir and 21,499 shares of Strategy during the second quarter. At the same time, the pension fund reduced its stake in Lyft by 58,881 shares.
As of June 30, OPERS held 908,712 shares of Palantir and 101,880 shares of Strategy, signaling strong conviction in the long-term value of both tech-focused firms. These moves reflect a shift toward data analytics and Bitcoin-focused strategies, especially given Strategy’s well-known crypto positioning.
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The reallocation suggests that OPERS continues to align its investments with evolving technology and digital infrastructure themes, even as it pares down exposure to gig-economy names like Lyft.
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