Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Palidye Holdings (Caymans) Ltd (CIK 2043694) reported $539.0M across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($257.9M, 47.85%), META ($123.2M, 22.85%), MSFT ($114.2M, 21.19%), PENN ($21.0M, 3.90%), DDOG ($3.9M, 0.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $257.9M | 47.85% | 1.5M | Added |
| 2 | META | META PLATFORMS INC | $123.2M | 22.85% | 215,276 | Hold |
| 3 | MSFT | MICROSOFT CORP | $114.2M | 21.19% | 308,485 | Hold |
| 4 | PENN | PENN ENTERTAINMENT INC | $21.0M | 3.90% | 1.4M | New |
| 5 | DDOG | DATADOG INC | $3.9M | 0.73% | 33,451 | Trimmed |
| 6 | SQ | BLOCK INC | $2.9M | 0.54% | 48,735 | Trimmed |
| 7 | SNOW | SNOWFLAKE INC | $2.8M | 0.53% | 18,805 | Trimmed |
| 8 | SHOP | SHOPIFY INC | $2.8M | 0.52% | 23,684 | Trimmed |
| 9 | RDDT | REDDIT INC | $2.6M | 0.49% | 19,470 | Added |
| 10 | MNDY | MONDAY COM LTD | $2.3M | 0.43% | 33,732 | Trimmed |
| 11 | PCOR | PROCORE TECHNOLOGIES INC | $1.8M | 0.34% | 32,139 | Trimmed |
| 12 | CRWD | CROWDSTRIKE HLDGS INC | $1.7M | 0.32% | 4,451 | New |
| 13 | DUOL | DUOLINGO INC | $1.2M | 0.22% | 12,275 | Trimmed |
| 14 | NET | CLOUDFLARE INC | $407,934 | 0.08% | 1,977 | New |
| 15 | MEDP | MEDPACE HLDS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31