Palidye Holdings (Caymans) Ltd 13F Holdings · Q2 2026
Palidye Holdings (Caymans) Ltd reported 11 securities worth $558.59M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (52.97%), META (21.71%), MSFT (20.60%). Among its top 25 positions this quarter: 3 added, 5 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $295.9M | 52.97% | 1.5M | Hold |
| 2 | META | META PLATFORMS INC | $121.3M | 21.71% | 215,276 | Hold |
| 3 | MSFT | MICROSOFT CORP | $115.1M | 20.60% | 308,485 | Hold |
| 4 | DDOG | DATADOG INC | $5.3M | 0.96% | 20,543 | Trimmed |
| 5 | SNOW | SNOWFLAKE INC | $4.5M | 0.81% | 17,754 | Trimmed |
| 6 | XYZ | BLOCK INC | $3.5M | 0.64% | 46,687 | Trimmed |
| 7 | RDDT | REDDIT INC | $3.5M | 0.63% | 20,216 | Added |
| 8 | SHOP | SHOPIFY INC | $3.2M | 0.57% | 27,794 | Added |
| 9 | NET | CLOUDFLARE INC | $2.7M | 0.49% | 11,145 | Added |
| 10 | MNDY | MONDAY COM LTD | $2.3M | 0.41% | 31,770 | Trimmed |
| 11 | PCOR | PROCORE TECHNOLOGIES INC | $1.2M | 0.22% | 30,705 | Trimmed |
| 12 | CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | Exited |
| 13 | DUOL | DUOLINGO INC | $0 | 0.00% | 0 | Exited |
| 14 | PENN | PENN ENTERTAINMENT INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR