Palidye Holdings (Caymans) Ltd
CIK: 0002043694SEC EDGAR →
Portfolio Value
$491.2M
Holdings
12
As of
Q4 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 850,636 | $158.6M | 32.30% |
| 2 | MICROSOFT CORP | 308,485 | $149.2M | 30.37% |
| 3 | META PLATFORMS INC | 215,276 | $142.1M | 28.93% |
| 4 | MONDAY COM LTD | 47,808 | $7.1M | 1.44% |
| 5 | DATADOG INC | 45,920 | $6.2M | 1.27% |
| 6 | SNOWFLAKE INC | 25,529 | $5.6M | 1.14% |
| 7 | BLOCK INC | 81,990 | $5.3M | 1.09% |
| 8 | PROCORE TECHNOLOGIES INC | 60,343 | $4.4M | 0.89% |
| 9 | REDDIT INC | 18,934 | $4.4M | 0.89% |
| 10 | SHOPIFY INC | 25,128 | $4.0M | 0.82% |
Quarterly Changes
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 9 | $343.4M | 69.9% |
| Communication Services | 2 | $146.5M | 29.8% |
| Healthcare | 1 | $1.3M | 0.3% |