Palidye Holdings (Caymans) Ltd

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Palidye Holdings (Caymans) Ltd reported 2 stock positions worth $294.0 million. Its top holding was Vistra (VST) at 50.8% of the portfolio, followed by Meta Platforms Class A (META, 49.2%).

Most Recent 13F
Q2 2026
Location
GRAND CAYMAN, E9
CIK
0002043694
Portfolio Value
$294.0M (Q4 2024)
SEC Filing
0001104659-25-014314 ↗ filed Feb 14, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q4 2024: $294.0M $294.0M Q4 2024 Q1 2025: $291.2M Q1 2025 Q2 2025: $250.6M Q2 2025 Q3 2025: $205.3M Q3 2025 Q4 2025: $491.2M Q4 2025 Q1 2026: $539.0M Q1 2026 Q2 2026: $558.6M Q2 2026

Holdings 2 stocks · $294.0M
VST Vistra Corp. 50.84% 1,084,000 $149.5M —
META Meta Platforms Inc. Class A 49.16% 246,849 $144.5M —

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 11$558.6MNVDA, META, MSFT, DDOG, SNOW
Q1 2026 14$539.0MNVDA, META, MSFT, PENN, DDOG
Q4 2025 12$491.2MNVDA, MSFT, META, MNDY, DDOG
Q3 2025 2$205.3MVST, WYNN
Q2 2025 2$250.6MVST, WYNN
Q1 2025 2$291.2MAMZN, NVDA
Q4 2024 2$294.0MVST, META