Palidye Holdings (Caymans) Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Palidye Holdings (Caymans) Ltd reported 11 stock positions worth $558.6 million. Its top holding was Nvidia (NVDA) at 53.0% of the portfolio, followed by Meta Platforms Class A (META, 21.7%) and Microsoft (MSFT, 20.6%). Compared with Q1 2026, it sold out of 3, added to 3 and reduced 5. The biggest buy was Cloudflare Class A (NET, shares +464%) and the biggest sale an exit from Penn Entertainment (PENN).
- Most Recent 13F
- Q2 2026
- Location
- GRAND CAYMAN, E9
- CIK
- 0002043694
- Portfolio Value
- $558.6M (Q2 2026)
- SEC Filing
- 0001104659-26-095628 ↗ filed Aug 13, 2026
Holdings Value
Holdings 11 stocks · $558.6M
| NVDA Nvidia Corp. | 52.97% | 1,478,721 | $295.9M | No change |
| META Meta Platforms Inc. Class A | 21.71% | 215,276 | $121.3M | No change |
| MSFT Microsoft Corp. | 20.60% | 308,485 | $115.1M | No change |
| DDOG Datadog Inc. Class A | 0.96% | 20,543 | $5.3M | Reduce -38.6% |
| SNOW Snowflake Inc. | 0.81% | 17,754 | $4.5M | Reduce -5.6% |
| XYZ Block Inc. | 0.64% | 46,687 | $3.5M | Reduce -4.2% |
| RDDT Reddit Inc. Class A | 0.63% | 20,216 | $3.5M | Add +3.8% |
| SHOP Shopify Inc. Class A | 0.57% | 27,794 | $3.2M | Add +17.4% |
| NET Cloudflare Inc. Class A | 0.49% | 11,145 | $2.7M | Add +463.7% |
| MNDY Monday.com Ltd. | 0.41% | 31,770 | $2.3M | Reduce -5.8% |
| PCOR Procore Technologies Inc. | 0.22% | 30,705 | $1.2M | Reduce -4.5% |
Portfolio Sells Q1 2026 → Q2 2026
| PENN Penn Entertainment Inc. | Sold out | 0.00% | −3.90 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.32 |
| DUOL Duolingo | Sold out | 0.00% | −0.22 |
| PCOR Procore Technologies Inc. | Reduce -4.5% | 0.22% | −0.12 |
| MNDY Monday.com Ltd. | Reduce -5.8% | 0.41% | −0.02 |
| XYZ Block Inc. | Reduce -4.2% | 0.64% | +0.09 |
| DDOG Datadog Inc. Class A | Reduce -38.6% | 0.96% | +0.22 |
| SNOW Snowflake Inc. | Reduce -5.6% | 0.81% | +0.28 |