Palidye Holdings (Caymans) Ltd: 13F holdings
CIK 20436942026Q2
| Positions | 11 |
|---|
| Reported value | $558.6m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 11 (-3 vs prior quarter) |
|---|
| Reported value | $558.6m (+3.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 1,478,721 | $295.9m | 53.0% |
| META META PLATFORMS INC | 215,276 | $121.3m | 21.7% |
| MSFT MICROSOFT CORP | 308,485 | $115.1m | 20.6% |
| DDOG DATADOG INC | 20,543 | $5.3m | 1.0% |
| SNOW SNOWFLAKE INC | 17,754 | $4.5m | 0.8% |
| XYZ BLOCK INC | 46,687 | $3.5m | 0.6% |
| RDDT REDDIT INC | 20,216 | $3.5m | 0.6% |
| SHOP SHOPIFY INC | 27,794 | $3.2m | 0.6% |
| NET CLOUDFLARE INC | 11,145 | $2.7m | 0.5% |
| MONDAY COM LTD | 31,770 | $2.3m | 0.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2043694")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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