Palidye Holdings (Caymans) Ltd

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 15, 2025), Palidye Holdings (Caymans) Ltd reported 2 stock positions worth $250.6 million. Its top holding was Vistra (VST) at 58.3% of the portfolio, followed by WYNN Resorts (WYNN, 41.7%). Compared with Q1 2025, it opened 2 new positions and sold out of 2. The biggest buy was a new position in Vistra (VST) and the biggest sale an exit from Amazon.com (AMZN).

Most Recent 13F
Q2 2026
Location
GRAND CAYMAN, E9
CIK
0002043694
Portfolio Value
$250.6M (Q2 2025)
SEC Filing
0001104659-25-078810 ↗ filed Aug 15, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q4 2024: $294.0M Q4 2024 Q1 2025: $291.2M Q1 2025 Q2 2025: $250.6M $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 · $250.6M
VST Vistra Corp. 58.25% 753,250 $146.0M New
WYNN WYNN Resorts Ltd. 41.75% 1,117,000 $104.6M New

Portfolio Sells Q1 2025 → Q2 2025
AMZN Amazon.com Inc. Sold out 0.00% −73.98
NVDA Nvidia Corp. Sold out 0.00% −26.02

Portfolio Buys Q1 2025 → Q2 2025
VST Vistra Corp. New 58.25% +58.25
WYNN WYNN Resorts Ltd. New 41.75% +41.75

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