本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Palidye Holdings (Caymans) Ltd (CIK 2043694) reported $558.6M across 11 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($295.9M, 52.97%), META ($121.3M, 21.71%), MSFT ($115.1M, 20.60%), DDOG ($5.3M, 0.96%), SNOW ($4.5M, 0.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $295.9M | 52.97% | 1.5M | Hold |
| 2 | META | META PLATFORMS INC | $121.3M | 21.71% | 215,276 | Hold |
| 3 | MSFT | MICROSOFT CORP | $115.1M | 20.60% | 308,485 | Hold |
| 4 | DDOG | DATADOG INC | $5.3M | 0.96% | 20,543 | Trimmed |
| 5 | SNOW | SNOWFLAKE INC | $4.5M | 0.81% | 17,754 | Trimmed |
| 6 | XYZ | BLOCK INC | $3.5M | 0.64% | 46,687 | Trimmed |
| 7 | RDDT | REDDIT INC | $3.5M | 0.63% | 20,216 | Added |
| 8 | SHOP | SHOPIFY INC | $3.2M | 0.57% | 27,794 | Added |
| 9 | NET | CLOUDFLARE INC | $2.7M | 0.49% | 11,145 | Added |
| 10 | MNDY | MONDAY COM LTD | $2.3M | 0.41% | 31,770 | Trimmed |
| 11 | PCOR | PROCORE TECHNOLOGIES INC | $1.2M | 0.22% | 30,705 | Trimmed |
| 12 | CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | Exited |
| 13 | DUOL | DUOLINGO INC | $0 | 0.00% | 0 | Exited |
| 14 | PENN | PENN ENTERTAINMENT INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30