Palidye Holdings (Caymans) Ltd Portfolio Stock Holdings
Palidye Holdings (Caymans) Ltd disclosed 14 stock positions valued at approximately $539.0 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, META PLATFORMS INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 14
- Portfolio Value
- $539.0M
Holdings by Sector
Palidye Holdings (Caymans) Ltd Portfolio Holdings in Q1 2026
14 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 47.85% | 1,478,721 | +628,085 | +73.84% | $257,888,942 |
| META PLATFORMS INC | META | Communication Services | 22.85% | 215,276 | - | - | $123,165,858 |
| MICROSOFT CORP | MSFT | Technology | 21.19% | 308,485 | - | - | $114,191,892 |
| PENN ENTERTAINMENT INC | PENN | Consumer Cyclical | 3.90% | 1,400,000 | +1,400,000 | +100.00% | $21,042,000 |
| DATADOG INC | DDOG | Technology | 0.73% | 33,451 | -12,469 | -27.15% | $3,948,891 |
| BLOCK INC | SQ | Technology | 0.54% | 48,735 | -33,255 | -40.56% | $2,932,872 |
| SNOWFLAKE INC | SNOW | Technology | 0.53% | 18,805 | -6,724 | -26.34% | $2,836,170 |
| SHOPIFY INC | SHOP | Technology | 0.52% | 23,684 | -1,444 | -5.75% | $2,809,396 |
| REDDIT INC | RDDT | Communication Services | 0.49% | 19,470 | +536 | +2.83% | $2,621,636 |
| MONDAY COM LTD | MNDY | Other | 0.43% | 33,732 | -14,076 | -29.44% | $2,331,219 |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 0.34% | 32,139 | -28,204 | -46.74% | $1,831,923 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.32% | 4,451 | +4,451 | +100.00% | $1,737,715 |
| DUOLINGO INC | DUOL | Technology | 0.22% | 12,275 | -4,477 | -26.73% | $1,209,947 |
| CLOUDFLARE INC | NET | Technology | 0.08% | 1,977 | +1,977 | +100.00% | $407,934 |