Institutional Fund
Palidye Holdings (Caymans) Ltd
Grand Cayman, Cayman IslandsCIK 20436945 filings on record
Portfolio Value
$538.96M
Q1 2026
Holdings
14
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+9.7%
from $491.19M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation47.8%
- Meta Platforms Inc22.9%
- Microsoft Corp21.2%
- Penn Entertainment Inc3.9%
- Datadog Inc0.7%
- Block Inc0.5%
- Other2.9%
Portfolio Holdings
14 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 1.48M | $257.89M | 47.8% | +628.1K | Added |
| 2 | Meta Platforms Inc | 215.3K | $123.17M | 22.9% | 0 | Held |
| 3 | Microsoft Corp | 308.5K | $114.19M | 21.2% | 0 | Held |
| 4 | Penn Entertainment Inc | 1.40M | $21.04M | 3.9% | +1.40M | New |
| 5 | Datadog Inc | 33.5K | $3.95M | 0.7% | −12.5K | Reduced |
| 6 | Block Inc | 48.7K | $2.93M | 0.5% | −33.3K | Reduced |
| 7 | Snowflake Inc | 18.8K | $2.84M | 0.5% | −6.7K | Reduced |
| 8 | Shopify Inc | 23.7K | $2.81M | 0.5% | −1.4K | Reduced |
| 9 | Reddit Inc | 19.5K | $2.62M | 0.5% | +536 | Added |
| 10 | Monday Com Ltd | 33.7K | $2.33M | 0.4% | −14.1K | Reduced |
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