§ 13F · FUND PROFILE
Palidye Holdings (Caymans) Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $205M (13F)Positions · 2Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 851K | $148M | 27.5% | +74% |
| 2 | META | META PLATFORMS INC | 215K | $123M | 22.9% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 308K | $114M | 21.2% | ±0% |
| 4 | NVDA | NVIDIA CORPORATION | 628K | $110M | 20.3% | — |
| 5 | PENN | PENN ENTERTAINMENT INC | 1.40M | $21M | 3.9% | NEW |
| 6 | DDOG | DATADOG INC | 33K | $4M | 0.7% | −27% |
| 7 | XYZ | BLOCK INC | 49K | $3M | 0.5% | −41% |
| 8 | SNOW | SNOWFLAKE INC | 19K | $3M | 0.5% | −26% |
| 9 | SHOP | SHOPIFY INC | 24K | $3M | 0.5% | −6% |
| 10 | RDDT | REDDIT INC | 19K | $3M | 0.5% | +3% |
§ 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 $205 million in assets. The fund runs a focused portfolio of just 2 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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