Palidye Holdings (Caymans) Ltd 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PH Palidye Holdings (Caymans) Ltd | Institutional Filer | ▲ 9.72% | $539.0M | 14 |
Current Portfolio Holdings
Showing all 14 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 1.5M | $257.9M | 47.85% |
| 2 | META | Meta Platforms, Inc. | Technology | 215K | $123.2M | 22.85% |
| 3 | MSFT | Microsoft Corporation | Technology | 308K | $114.2M | 21.19% |
| 4 | PENN | PENN Entertainment, Inc. | Consumer Cyclical | 1.4M | $21.0M | 3.90% |
| 5 | DDOG | Datadog, Inc. | Technology | 33K | $3.9M | 0.73% |
| 6 | XYZ | Block, Inc. | Technology | 49K | $2.9M | 0.54% |
| 7 | SNOW | Snowflake Inc. | Technology | 19K | $2.8M | 0.53% |
| 8 | SHOP | Shopify Inc. | Technology | 24K | $2.8M | 0.52% |
| 9 | RDDT | Reddit, Inc. | Communication Services | 19K | $2.6M | 0.49% |
| 10 | MNDY | monday.com Ltd. | Technology | 34K | $2.3M | 0.43% |
| 11 | PCOR | Procore Technologies, Inc. | Technology | 32K | $1.8M | 0.34% |
| 12 | CRWD | CrowdStrike Holdings, Inc. | Technology | 4K | $1.7M | 0.32% |
| 13 | DUOL | Duolingo, Inc. | Technology | 12K | $1.2M | 0.22% |
| 14 | NET | Cloudflare, Inc. | Technology | 2K | $408K | 0.08% |
Showing 1 to 14 of 14 holdings