Palidye Holdings (Caymans) Ltd
CIK: 0002043694Latest portfolio: $491.2M · Q4 2025
Holdings
12
Total Value
$491.2M
New Positions
12
Closed Positions
2
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 850,636 | $158.6M | 32.30% | NEW | |
| 2 | MSFTMICROSOFT CORP | 308,485 | $149.2M | 30.37% | NEW | |
| 3 | METAMETA PLATFORMS INC | 215,276 | $142.1M | 28.93% | NEW | |
| 4 | MNDYMONDAY COM LTD | 47,808 | $7.1M | 1.44% | NEW | |
| 5 | DDOGDATADOG INC | 45,920 | $6.2M | 1.27% | NEW | |
| 6 | SNOWSNOWFLAKE INC | 25,529 | $5.6M | 1.14% | NEW | |
| 7 | XYZBLOCK INC | 81,990 | $5.3M | 1.09% | NEW | |
| 8 | PCORPROCORE TECHNOLOGIES INC | 60,343 | $4.4M | 0.89% | NEW | |
| 9 | RDDTREDDIT INC | 18,934 | $4.4M | 0.89% | NEW | |
| 10 | SHOPSHOPIFY INC | 25,128 | $4.0M | 0.82% | NEW | |
| 11 | DUOLDUOLINGO INC | 16,752 | $2.9M | 0.60% | NEW | |
| 12 | MEDPMEDPACE HLDS INC | 2,300 | $1.3M | 0.26% | NEW |
Quarterly Changes
Sector Breakdown
Technology0.0% ($1.5864314918970546e+30T)
Communication Services0.0% ($1.4T)
Healthcare0.0% ($1.3M)
Filing History
Fund Information
Palidye Holdings (Caymans) Ltd is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $491.2M across 12 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 32.3% of the portfolio. Compared to the previous quarter, the fund opened 12 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.