Palidye Holdings (Caymans) Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$539.0M
Q ending 2026-03-31
Prior quarter
$491.2M
Q ending 2025-12-31
Change
+9.7% QoQ · +85.1% YoY
Positions
14
reported holdings
Largest positions
All 14 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $257.9M | 1.5M |
| Meta Platforms Inc | META | Shares | $123.2M | 215K |
| Microsoft Corp | MSFT | Shares | $114.2M | 308K |
| Penn Entertainment Inc | PENN | Shares | $21.0M | 1.4M |
| Datadog Inc | DDOG | Shares | $3.9M | 33K |
| Block Inc | XYZ | Shares | $2.9M | 49K |
| Snowflake Inc | SNOW | Shares | $2.8M | 19K |
| Shopify Inc | SHOP | Shares | $2.8M | 24K |
| Reddit Inc | RDDT | Shares | $2.6M | 19K |
| Monday Com Ltd | Shares | $2.3M | 34K | |
| Procore Technologies Inc | PCOR | Shares | $1.8M | 32K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $1.7M | 4K |
| Duolingo Inc | DUOL | Shares | $1.2M | 12K |
| Cloudflare Inc | NET | Shares | $408K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.