Palidye Holdings (Caymans) Ltd — 13F holdings

Palidye Holdings (Caymans) Ltd reported 12 holdings worth $559M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $296M (53.0%)
2. META META PLATFORMS INC — $121M (21.7%)
3. MSFT MICROSOFT CORP — $115M (20.6%)
4. DDOG DATADOG INC — $5.35M (1.0%)
5. SNOW SNOWFLAKE INC — $4.52M (0.8%)
6. XYZ BLOCK INC — $3.55M (0.6%)
7. RDDT REDDIT INC — $3.51M (0.6%)
8. SHOP SHOPIFY INC — $3.17M (0.6%)
9. NET CLOUDFLARE INC — $2.73M (0.5%)
10. MNDY MONDAY COM LTD — $2.30M (0.4%)