Palidye Holdings (Caymans) Ltd
CIK 2043694
13F filing for Q2 2026・No. 3,644
- Holdings
- US$558.59M
- Quarter change
- +US$19.63M
- Entries
- 12
- Net bought (estimate)
- −US$20.77M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 3
- Cut 4
- Added 4
- Corporate actions 0
- Unchanged 3
Largest holdings
11 stocks worth US$558.59M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Unchanged | 1,478,721 | US$295.88M | 52.97% |
| METAMetaCL A | Unchanged | 215,276 | US$121.26M | 21.71% |
| MSFTMicrosoftCOM | Unchanged | 308,485 | US$115.07M | 20.60% |
| DDOGDATADOG INCCL A COM | AddedSplit 1:2 | 20,543 | US$5.35M | 0.96% |
| SNOWSNOWFLAKE INCCOM SHS | Cut | 17,754 | US$4.52M | 0.81% |
| XYZBLOCK INCCL A | Cut | 46,687 | US$3.55M | 0.64% |
| RDDTREDDIT INCCL A | Added | 20,216 | US$3.51M | 0.63% |
| SHOPSHOPIFY INCCL A SUB VTG SHS | Added | 27,794 | US$3.17M | 0.57% |
| NETCLOUDFLARE INCCL A COM | Added | 11,145 | US$2.73M | 0.49% |
| MNDYMONDAY COM LTDSHS | Cut | 31,770 | US$2.3M | 0.41% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.