Palidye Holdings (Caymans) Ltd reported 11 positions worth $558.59M for the quarter ended Jun 30, 2026, up 3.6% on the prior quarter. It opened 0 new positions, added to 3, trimmed 5 and exited 3. Its largest holding is Nvidia Corp at 53% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PENN PENN Entertainment, Inc. | -1.40M | -100.0% | $21.04M | Exited |
| DDOG Datadog, Inc. | -12.9K | -38.6% | $3.36M | 0.958% |
| CRWD CrowdStrike Holdings, Inc. | -17.8K | -100.0% | $1.74M | Exited |
| DUOL Duolingo, Inc. | -12.3K | -100.0% | $1.21M | Exited |
| SNOW Snowflake Inc. | -1,051 | -5.6% | $267.48K | 0.809% |
| XYZ Block, Inc. | -2,048 | -4.2% | $155.65K | 0.635% |
| MNDY monday.com Ltd. | -1,962 | -5.8% | $142.03K | 0.412% |
| PCOR Procore Technologies, Inc. | -1,434 | -4.5% | $58.25K | 0.223% |
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 1.48M | $295.88M | 52.97% | 0 | 0.0% | Unchanged | 0.01% |
| 2 | META Meta Platforms, Inc. | Technology | 215.3K | $121.26M | 21.71% | 0 | 0.0% | Unchanged | 0.01% |
| 3 | MSFT Microsoft Corp | Technology | 308.5K | $115.07M | 20.6% | 0 | 0.0% | Unchanged | 0% |
| 4 | DDOG Datadog, Inc. | Technology | 20.5K | $5.35M | 0.958% | -12.9K | -38.6% | Reduced | 0.01% |
| 5 | SNOW Snowflake Inc. | Technology | 17.8K | $4.52M | 0.809% | -1,051 | -5.6% | Reduced | 0.01% |
| 6 | XYZ Block, Inc. | Technology | 46.7K | $3.55M | 0.635% | -2,048 | -4.2% | Reduced | 0.01% |
| 7 | RDDT Reddit, Inc. | Technology | 20.2K | $3.51M | 0.628% | +746 | +3.8% | Added | 0.01% |
| 8 | SHOP Shopify Inc. | Technology | 27.8K | $3.17M | 0.568% | +4,110 | +17.4% | Added | 0% |
| 9 | NET Cloudflare, Inc. | Technology | 11.1K | $2.73M | 0.489% | +9,168 | +463.7% | Added | 0% |
| 10 | MNDY monday.com Ltd. | Technology | 31.8K | $2.30M | 0.412% | -1,962 | -5.8% | Reduced | 0.06% |
| 11 | PCOR Procore Technologies, Inc. | Technology | 30.7K | $1.25M | 0.223% | -1,434 | -4.5% | Reduced | 0.02% |
Tip. Select a row to see that position’s full history at Palidye Holdings (Caymans).
As of its Q2 2026 13F filing, Palidye Holdings (Caymans) Ltd’s five largest positions were Nvidia Corp (NVDA) at 53.0%, Meta Platforms, Inc. (META) at 21.7%, Microsoft Corp (MSFT) at 20.6%, Datadog, Inc. (DDOG) at 1.0%, Snowflake Inc. (SNOW) at 0.8% of the reported portfolio.
Palidye Holdings (Caymans) Ltd reported a 13F portfolio worth $558.59M across 11 positions for Q2 2026. That is up 3.6% from the previous quarter.
Its largest purchases by value were Cloudflare, Inc. ($2.25M), Shopify Inc. ($469.28K), Reddit, Inc. ($129.49K). It opened 0 new positions.
Its largest sales by value were PENN Entertainment, Inc. ($21.04M), Datadog, Inc. ($3.36M), CrowdStrike Holdings, Inc. ($1.74M). It exited 3 positions entirely.
From the Form 13F-HR reports Palidye Holdings (Caymans) Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.