Institutions / Palidye Holdings (Caymans) Ltd
Palidye Holdings (Caymans) Ltd
CIK 2043694 · Institution · as of Dec 31, 2025
Portfolio value
$491.19M
Positions
12
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $158.64M | 32.3% |
| Microsoft Corp | $149.19M | 30.4% |
| Meta Platforms Inc | $142.10M | 28.9% |
| Monday.Com Ltd | $7.05M | 1.4% |
| Datadog, Inc. | $6.24M | 1.3% |
| Snowflake Inc. | $5.60M | 1.1% |
| Block, Inc. | $5.34M | 1.1% |
| Procore Technologies, Inc. | $4.39M | 0.9% |
| Reddit, Inc. | $4.35M | 0.9% |
| Shopify Inc | $4.04M | 0.8% |
| Duolingo, Inc. | $2.94M | 0.6% |
| Medpace Holdings, Inc. | $1.29M | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.