Palidye Holdings (Caymans) Ltd
11 holdingsFiling period: 2026-06-30Current AUM: $650.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 1.48M | $295.9M | $319.4M | 49.14% | -- | 2026-06-30 |
| 2 | META | Meta Platforms Inc | 215.3K | $121.3M | $135.7M | 20.88% | -- | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 308.5K | $115.1M | $164.3M | 25.28% | -- | 2026-06-30 |
| 4 | DDOG | Datadog Inc | 20.5K | $5.3M | $5.8M | 0.89% | -12,908 | 2026-06-30 |
| 5 | SNOW | Snowflake Inc | 17.8K | $4.5M | $5.9M | 0.91% | -1,051 | 2026-06-30 |
| 6 | XYZ | Block Inc | 46.7K | $3.5M | $3.5M | 0.54% | -2,048 | 2026-06-30 |
| 7 | RDDT | Reddit Inc | 20.2K | $3.5M | $2.8M | 0.43% | +746 | 2026-06-30 |
| 8 | SHOP | Shopify Inc | 27.8K | $3.2M | $4.7M | 0.72% | +4.1K | 2026-06-30 |
| 9 | NET | Cloudflare Inc | 11.1K | $2.7M | $3.7M | 0.57% | +9.2K | 2026-06-30 |
| 10 | — | Monday.com Ltd | 31.8K | $2.3M | $2.3M | 0.35% | -1,962 | 2026-06-30 |
| 11 | PCOR | Procore Technologies Inc | 30.7K | $1.2M | $1.9M | 0.30% | -1,434 | 2026-06-30 |
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