Palidye Holdings (Caymans) Ltd — 13F Holdings & Portfolio
CIK 2043694 · latest 13F-HR filed 2026-08-13
Palidye Holdings (Caymans) Ltd manages $558.6M in 13F-reported U.S. long-equity assets across 12 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (30.47%), NVDA (22.50%), META (21.71%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 3, added to 7, and trimmed 1.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
FLOOR 4, WILLOW HOUSE, CRICKET SQUARE
GRAND CAYMAN KY1-9010
$558.6M
Long-equity book
12
Distinct positions
2026-06-30
Filed 2026-08-13
+0 / −3 / ↑7 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NVIDIA CORPORATION$38.0M +14.7%
- CLOUDFLARE INC$2.3M +570.1%
- SNOWFLAKE INC$1.7M +59.3%
- DATADOG INC$1.4M +35.4%
- REDDIT INC$887.5K +33.9%
Exited Positions
- PENN ENTERTAINMENT INC$21.0M
- CROWDSTRIKE HLDGS INC$1.7M
- DUOLINGO INC$1.2M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $170.2M | 30.47% | 850,636 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $125.7M | 22.50% | 628,085 | SH |
| 3 | META PLATFORMS INC | META | 30303M102 | $121.3M | 21.71% | 215,276 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $115.1M | 20.60% | 308,485 | SH |
| 5 | DATADOG INC | DDOG | 23804L103 | $5.3M | 0.96% | 20,543 | SH |
| 6 | SNOWFLAKE INC | SNOW | 833445109 | $4.5M | 0.81% | 17,754 | SH |
| 7 | BLOCK INC | XYZ | 852234103 | $3.5M | 0.64% | 46,687 | SH |
| 8 | REDDIT INC | RDDT | 75734B100 | $3.5M | 0.63% | 20,216 | SH |
| 9 | SHOPIFY INC | SHOP | 82509L107 | $3.2M | 0.57% | 27,794 | SH |
| 10 | CLOUDFLARE INC | NET | 18915M107 | $2.7M | 0.49% | 11,145 | SH |
| 11 | MONDAY COM LTD | MNDY | M7S64H106 | $2.3M | 0.41% | 31,770 | SH |
| 12 | PROCORE TECHNOLOGIES INC | PCOR | 74275K108 | $1.2M | 0.22% | 30,705 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $558.6M | 12 | 0001104659-26-095628 |
| 2026-03-31 | 2026-05-15 | $539.0M | 15 | 0001104659-26-062092 |
| 2025-12-31 | 2026-02-17 | $491.2M | 12 | 0001104659-26-015947 |
| 2025-09-30 | 2025-11-14 | $205.3M | 2 | 0001104659-25-112124 |