Palidye Holdings (Caymans) Ltd
Top Portfolio Positions
14 positions ·
$537,653,103 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,478,721 | $257,888,942 | 47.97% | |
| META |
Meta Platforms, Inc.
Communication Services
|
215,276 | $123,165,857 | 22.91% | |
| MSFT |
Microsoft Corp
Technology
|
308,485 | $114,191,892 | 21.24% | |
| PENN |
PENN Entertainment, Inc.
Consumer Cyclical
|
1,400,000 | $21,042,000 | 3.91% | |
| DDOG |
Datadog, Inc.
Technology
|
33,451 | $3,948,890 | 0.73% | |
| XYZ |
Block, Inc.
Technology
|
48,735 | $2,932,872 | 0.55% | |
| SNOW |
Snowflake Inc.
Technology
|
18,805 | $2,836,170 | 0.53% | |
| SHOP |
Shopify Inc.
Technology
|
23,684 | $2,809,396 | 0.52% | |
| RDDT |
Reddit, Inc.
Communication Services
|
19,470 | $2,621,635 | 0.49% | |
| MNDY |
monday.com Ltd.
Technology
|
33,732 | $2,331,218 | 0.43% |
Portfolio Trend
6 quarters · across all stocks
Holdings in PENN
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,042,000 | 1,400,000 | Shares | Defined | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||