Palidye Holdings (Caymans) Ltd

CIK 0002043694 · GRAND CAYMAN, null · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Palidye Holdings (Caymans) Ltd reported 11 positions worth $558.6M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: NVDA (53.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$558.6M
2026 Q2
Positions
11
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
99.8%
Est. Net Flow (Q)
2026 Q2
10 / 11 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$295.9M52.97%1,478,721
2METAMETA PLATFORMS INCSH$121.3M21.71%215,276
3MSFTMICROSOFT CORPSH$115.1M20.60%308,485
4DDOGDATADOG INCSH$5.3M0.96%20,543
5SNOWSNOWFLAKE INCSH$4.5M0.81%17,754
6XYZBLOCK INCSH$3.5M0.64%46,687
7RDDTREDDIT INCSH$3.5M0.63%20,216
8SHOPSHOPIFY INCSH$3.2M0.57%27,794
9NETCLOUDFLARE INCSH$2.7M0.49%11,145
10MNDYMONDAY COM LTDSH$2.3M0.41%31,770

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Palidye Holdings (Caymans) Ltd hold as of Q2 2026?

Palidye Holdings (Caymans) Ltd reported 11 positions worth $558.6M in its Q2 2026 13F filing. Largest positions: NVDA (53.0%), META (21.7%), MSFT (20.6%), DDOG (1.0%) and SNOW (0.8%).

What did Palidye Holdings (Caymans) Ltd buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Palidye Holdings (Caymans) Ltd sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.