Palidye Holdings (Caymans) Ltd

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Palidye Holdings (Caymans) Ltd reported 2 stock positions worth $205.3 million. Its top holding was Vistra (VST) at 71.9% of the portfolio, followed by WYNN Resorts (WYNN, 28.1%). Compared with Q2 2025, it reduced 1. The biggest sale was WYNN Resorts (WYNN, shares −60%).

Most Recent 13F
Q2 2026
Location
GRAND CAYMAN, E9
CIK
0002043694
Portfolio Value
$205.3M (Q3 2025)
SEC Filing
0001104659-25-112124 ↗ filed Nov 14, 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 Q2 2025 Q3 2025: $205.3M $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 · $205.3M
VST Vistra Corp. 71.88% 753,250 $147.6M No change
WYNN WYNN Resorts Ltd. 28.12% 450,000 $57.7M Reduce -59.7%

Portfolio Sells Q2 2025 → Q3 2025
WYNN WYNN Resorts Ltd. Reduce -59.7% 28.12% −13.63

Portfolio Buys Q2 2025 → Q3 2025
None this quarter.

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