§ 13F · FUND PROFILE
Palidye Holdings (Caymans) Ltd.
AUM · $559M (13F)Positions · 12Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 851K | $170M | 30.5% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 628K | $126M | 22.5% | — |
| 3 | META | META PLATFORMS INC | 215K | $121M | 21.7% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 308K | $115M | 20.6% | ±0% |
| 5 | DDOG | DATADOG INC | 21K | $5M | 1.0% | −39% |
| 6 | SNOW | SNOWFLAKE INC | 18K | $5M | 0.8% | −6% |
| 7 | XYZ | BLOCK INC | 47K | $4M | 0.6% | −4% |
| 8 | RDDT | REDDIT INC | 20K | $4M | 0.6% | +4% |
| 9 | SHOP | SHOPIFY INC | 28K | $3M | 0.6% | +17% |
| 10 | NET | CLOUDFLARE INC | 11K | $3M | 0.5% | +464% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PALIDYE SIGNAL
AC read
Palidye Holdings (Caymans) Ltd is a Other fund managing $559 million in assets. The fund runs a focused portfolio of just 12 positions.
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