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Palidye Holdings (Caymans) Ltd Top Holdings and 13F Report (2026)

About Palidye Holdings (Caymans) Ltd

Investment Activity

  • Palidye Holdings (Caymans) Ltd has $558.59 million in total holdings as of June 30, 2026.
  • Palidye Holdings (Caymans) Ltd owns shares of 11 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 0.51% of the portfolio was purchased this quarter.
  • About 5.01% of the portfolio was sold this quarter.
  • This quarter, Palidye Holdings (Caymans) Ltd has purchased 14 new stocks and bought additional shares in 3 stocks.
  • Palidye Holdings (Caymans) Ltd sold shares of 5 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

NVIDIA
$295,877,285
Meta Platforms
$121,262,818
Microsoft
$115,071,075
Datadog
$5,348,575
Snowflake
$4,518,393

Largest Purchases this Quarter

Cloudflare
9,168 shares (about $2.25M)
SHOPIFY INC
4,110 shares (about $469.28K)
REDDIT INC
746 shares (about $129.49K)

Largest Sales this Quarter

Datadog
12,908 shares (about $3.36M)
Snowflake
1,051 shares (about $267.48K)
BLOCK INC
2,048 shares (about $155.65K)
monday.com
1,962 shares (about $142.03K)
Procore Technologies
1,434 shares (about $58.25K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPalidye Holdings (Caymans) Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$295,877,2850.0%1,478,72153.0%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$121,262,8180.0%215,27621.7%Communication Services
Microsoft Corporation stock logo
MSFT
Microsoft
$115,071,0750.0%308,48520.6%Technology
Datadog, Inc. stock logo
DDOG
Datadog
$5,348,575$3,360,727 â–¼-38.6%20,5431.0%Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$4,518,393$267,480 â–¼-5.6%17,7540.8%Technology
BLOCK INC
$3,548,212$155,648 â–¼-4.2%46,6870.6%CL A
REDDIT INC
$3,509,093$129,491 â–²3.8%20,2160.6%CL A
SHOPIFY INC
$3,173,519$469,280 â–²17.4%27,7940.6%CL A SUB VTG SHS
Cloudflare, Inc. stock logo
NET
Cloudflare
$2,733,646$2,248,727 â–²463.7%11,1450.5%Technology
monday.com Ltd. stock logo
MNDY
monday.com
$2,299,830$142,029 â–¼-5.8%31,7700.4%Technology
Procore Technologies, Inc. stock logo
PCOR
Procore Technologies
$1,247,237$58,249 â–¼-4.5%30,7050.2%Technology
PENN Entertainment, Inc. stock logo
PENN
PENN Entertainment
$0$21,042,000 â–¼-100.0%00.0%Consumer Discretionary
CrowdStrike stock logo
CRWD
CrowdStrike
$0$1,737,715 â–¼-100.0%00.0%Technology
DUOLINGO INC
$0$1,209,947 â–¼-100.0%00.0%CL A COM

Showing largest 100 holdings. View all holdings.
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