Palidye Holdings (Caymans) Ltd
CIK 2043694 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- NVDA32.30%
- MSFT30.37%
- META28.93%
- MNDY1.44%
- DDOG1.27%
- SNOW1.14%
- XYZ1.09%
- PCOR0.89%
- RDDT0.89%
- SHOP0.82%
Share classes counted separately99.14%
Portfolio value by quarter
Top 10 holdings 12
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORP View history and evidence | $158.64M | 32.30% | 850.64K shares | Prior unavailable +850.64K | New | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $149.19M | 30.37% | 308.49K shares | Prior unavailable +308.49K | New | ↗▾ |
| 03 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $142.10M | 28.93% | 215.28K shares | Prior unavailable +215.28K | New | ↗▾ |
| 04 | MNDYMONDAY.COM LTDSHS View history and evidence | $7.05M | 1.44% | 47.81K shares | Prior unavailable +47.81K | New | ↗▾ |
| 05 | DDOGDATADOG INC - CLASS ACL A COM View history and evidence | $6.24M | 1.27% | 45.92K shares | Prior unavailable +45.92K | New | ↗▾ |
| 06 | SNOWSNOWFLAKE INCCOM SHS View history and evidence | $5.60M | 1.14% | 25.53K shares | Prior unavailable +25.53K | New | ↗▾ |
| 07 | XYZBLOCK INCCL A View history and evidence | $5.34M | 1.09% | 81.99K shares | Prior unavailable +81.99K | New | ↗▾ |
| 08 | PCORPROCORE TECHNOLOGIES INC View history and evidence | $4.39M | 0.89% | 60.34K shares | Prior unavailable +60.34K | New | ↗▾ |
| 09 | RDDTREDDIT INC-CL ACL A View history and evidence | $4.35M | 0.89% | 18.93K shares | Prior unavailable +18.93K | New | ↗▾ |
| 10 | SHOPSHOPIFY INC - CLASS ACL A SUB VTG SHS View history and evidence | $4.04M | 0.82% | 25.13K shares | Prior unavailable +25.13K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VST VISTRA CORP | Non-derivative | -753,250 | -$147.58M | SEC filing ↗ | SEC filing ↗ |
| WYNN WYNN RESORTS LTD | Non-derivative | -450,000 | -$57.72M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2043694 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 491188978
}Take these holdings further.
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