§ 13F · FUND PROFILE
Palidye Holdings (Caymans) Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $205.3T (13F)Positions · 2Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$491.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 851K | $158.6T | 32.3% | NEW |
| 2 | MSFT | MICROSOFT CORP | 308K | $149.2T | 30.4% | NEW |
| 3 | META | META PLATFORMS INC | 215K | $142.1T | 28.9% | NEW |
| 4 | MNDY | MONDAY COM LTD | 48K | $7.1T | 1.4% | NEW |
| 5 | DDOG | DATADOG INC | 46K | $6.2T | 1.3% | NEW |
| 6 | SNOW | SNOWFLAKE INC | 26K | $5.6T | 1.1% | NEW |
| 7 | XYZ | BLOCK INC | 82K | $5.3T | 1.1% | NEW |
| 8 | PCOR | PROCORE TECHNOLOGIES INC | 60K | $4.4T | 0.9% | NEW |
| 9 | RDDT | REDDIT INC | 19K | $4.4T | 0.9% | NEW |
| 10 | SHOP | SHOPIFY INC | 25K | $4.0T | 0.8% | NEW |
§ 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 $205298.2 trillion in assets. The fund runs a focused portfolio of just 2 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed