Palidye Holdings (Caymans) Ltd
Net seller this quarter
$559M
11
-$35.8M
99.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $296M | 52.97% | 0.01% | Not reported | Q1 2025 |
 META | $121M | 21.71% | Not reported | Not reported | Q4 2024 |
 MSFT | $115M | 20.60% | 0.00% | Not reported | Q4 2025 |
 DDOG | $5.35M | 0.96% | 0.03% | -38.6% | Q4 2025 |
 SNOW | $4.52M | 0.81% | 0.01% | -5.6% | Q4 2025 |
 XYZ | $3.55M | 0.64% | Not reported | -4.2% | Q4 2025 |
 RDDT | $3.51M | 0.63% | Not reported | +3.8% | Q4 2025 |
 SHOP | $3.17M | 0.57% | 0.01% | +17.4% | Q4 2025 |
 NET | $2.73M | 0.49% | Not reported | +463.7% | Q1 2026 |
 MNDY | $2.3M | 0.41% | 0.06% | -5.8% | Q4 2025 |
 PCOR | $1.25M | 0.22% | 0.02% | -4.5% | Q4 2025 |
| Q1 2026 | |||||
| NVDA | $258M | 47.85% | 0.01% | +73.8% | Q1 2025 |
| META | $123M | 22.85% | Not reported | Not reported | Q4 2024 |
| MSFT | $114M | 21.19% | 0.00% | Not reported | Q4 2025 |
 PENN | $21M | 3.90% | 1.05% | New | Q1 2026 |
| DDOG | $3.95M | 0.73% | 0.04% | -27.2% | Q4 2025 |
| XYZ | $2.93M | 0.54% | Not reported | -40.6% | Q4 2025 |
| SNOW | $2.84M | 0.53% | 0.01% | -26.3% | Q4 2025 |
| SHOP | $2.81M | 0.52% | 0.01% | -5.8% | Q4 2025 |
| RDDT | $2.62M | 0.49% | Not reported | +2.8% | Q4 2025 |
| MNDY | $2.33M | 0.43% | 0.07% | -29.4% | Q4 2025 |
| PCOR | $1.83M | 0.34% | 0.02% | -46.7% | Q4 2025 |
 CRWD | $1.74M | 0.32% | 0.00% | New | Q1 2026 |
 DUOL | $1.21M | 0.22% | 0.07% | -26.7% | Q4 2025 |
| NET | $408K | 0.08% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| NVDA | $159M | 32.30% | 0.00% | Not reported | Q1 2025 |
| MSFT | $149M | 30.37% | 0.00% | New | Q4 2025 |
| META | $142M | 28.93% | Not reported | Not reported | Q4 2024 |
| MNDY | $7.05M | 1.44% | 0.09% | New | Q4 2025 |
| DDOG | $6.24M | 1.27% | 0.06% | New | Q4 2025 |
| SNOW | $5.6M | 1.14% | 0.01% | New | Q4 2025 |
| XYZ | $5.34M | 1.09% | Not reported | New | Q4 2025 |
| PCOR | $4.39M | 0.89% | 0.04% | New | Q4 2025 |
| RDDT | $4.35M | 0.89% | Not reported | New | Q4 2025 |
| SHOP | $4.04M | 0.82% | 0.01% | New | Q4 2025 |
| DUOL | $2.94M | 0.60% | 0.10% | New | Q4 2025 |
 MEDP | $1.29M | 0.26% | 0.01% | New | Q4 2025 |
| Q3 2025 | |||||
 VST | $148M | 71.88% | 0.22% | Not reported | Q4 2024 |
 WYNN | $57.7M | 28.12% | 0.43% | -59.7% | Q2 2025 |