StockDriftsStockDriftsTop 11 Palidye Holdings (caymans) LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 52.97% | 1.48M | $295.9M | +0.00%(+0) | $153.13(+46.34%) | 2026-06-30 | |
| META | META PLATFORMS INC | 21.71% | 215.3K | $121.3M | +0.00%(+0) | $578.98(-0.02%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 20.6% | 308.5K | $115.1M | +0.00%(+0) | $500.79(-1.67%) | 2026-06-30 | |
| DDOG | DATADOG INC | 0.96% | 20.5K | $5.3M | -38.59%(-12.91K) | $139.19(+73.07%) | 2026-06-30 | |
| SNOW | SNOWFLAKE INC | 0.81% | 17.8K | $4.5M | -5.59%(-1.05K) | $222.46(+49.36%) | 2026-06-30 | |
| XYZ | BLOCK INC | 0.64% | 46.7K | $3.5M | -4.20%(-2.05K) | $68.68(+13.98%) | 2026-06-30 | |
| RDDT | REDDIT INC | 0.63% | 20.2K | $3.5M | +3.83%(+746) | $225.67(-32.00%) | 2026-06-30 | |
| SHOP | SHOPIFY INC | 0.57% | 27.8K | $3.2M | +17.35%(+4.11K) | $148.61(+1.21%) | 2026-06-30 | |
| NET | CLOUDFLARE INC | 0.49% | 11.1K | $2.7M | +463.73%(+9.17K) | $216.72(+43.71%) | 2026-06-30 | |
| MNDY | MONDAY COM LTD | 0.41% | 31.8K | $2.3M | -5.82%(-1.96K) | $170.63(-49.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +4.11% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.02% |
Palidye Holdings (caymans) LTD reports $558.59M in US-listed equity holdings across 11 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (53.0%), META (21.7%) and MSFT (20.6%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +4.11% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Palidye Holdings (caymans) LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2043694). View Palidye Holdings (caymans) LTD’s 13F filings on SEC