Palidye Holdings (Caymans) Ltd

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Palidye Holdings (Caymans) Ltd reported 2 stock positions worth $291.2 million. Its top holding was Amazon.com (AMZN) at 74.0% of the portfolio, followed by Nvidia (NVDA, 26.0%). Compared with Q4 2024, it opened 2 new positions and sold out of 2. The biggest buy was a new position in Amazon.com (AMZN) and the biggest sale an exit from Vistra (VST).

Most Recent 13F
Q2 2026
Location
GRAND CAYMAN, E9
CIK
0002043694
Portfolio Value
$291.2M (Q1 2025)
SEC Filing
0001104659-25-049127 ↗ filed May 15, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q4 2024: $294.0M Q4 2024 Q1 2025: $291.2M $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 · $291.2M
AMZN Amazon.com Inc. 73.98% 1,132,300 $215.4M New
NVDA Nvidia Corp. 26.02% 698,955 $75.8M New

Portfolio Sells Q4 2024 → Q1 2025
VST Vistra Corp. Sold out 0.00% −50.84
META Meta Platforms Inc. Class A Sold out 0.00% −49.16

Portfolio Buys Q4 2024 → Q1 2025
AMZN Amazon.com Inc. New 73.98% +73.98
NVDA Nvidia Corp. New 26.02% +26.02

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