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Palidye Holdings (Caymans) Ltd

Portfolio Manager
Palidye Holdings (caymans) LTD
Performance
-15.52% (2026 Q1)
AUM (13F)
$538.96M
# of Holdings
14
Performance Rank
Allocation (Top 20)
99.99%

Palidye Holdings (Caymans) Ltd Holdings Map

Top 14 Palidye Holdings (Caymans) Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
47.85%1.48M$257.9M
+73.84%(+628.09K)
2025-Q1: 699.0K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 850.6K shares2026-Q1: 1.48M shares
$153.13(+47.14%)
2026-03-31
META
META PLATFORMS INC
22.85%215.3K$123.2M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 215.3K shares2026-Q1: 215.3K shares
$578.98(+6.09%)
2026-03-31
MSFT
MICROSOFT CORP
21.19%308.5K$114.2M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 308.5K shares2026-Q1: 308.5K shares
$500.79(-15.75%)
2026-03-31
PENN
PENN ENTERTAINMENT INC
3.9%1.40M$21.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.40M shares
$14.89(+8.80%)
2026-03-31
DDOG
DATADOG INC
0.73%33.5K$3.9M
-27.15%(-12.47K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 45.9K shares2026-Q1: 33.5K shares
$139.19(+49.42%)
2026-03-31
XYZ
BLOCK INC
0.54%48.7K$2.9M
-40.56%(-33.26K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 82.0K shares2026-Q1: 48.7K shares
$68.68(+2.45%)
2026-03-31
SNOW
SNOWFLAKE INC
0.53%18.8K$2.8M
-26.34%(-6.72K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 25.5K shares2026-Q1: 18.8K shares
$222.46(-29.21%)
2026-03-31
SHOP
SHOPIFY INC
0.52%23.7K$2.8M
-5.75%(-1.44K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 25.1K shares2026-Q1: 23.7K shares
$154.79(-35.22%)
2026-03-31
RDDT
REDDIT INC
0.49%19.5K$2.6M
+2.83%(+536)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 18.9K shares2026-Q1: 19.5K shares
$228.62(-30.81%)
2026-03-31
MNDY
MONDAY COM LTD
0.43%33.7K$2.3M
-29.44%(-14.08K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 47.8K shares2026-Q1: 33.7K shares
$170.63(-57.82%)
2026-03-31

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