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Palidye Holdings (Caymans) Ltd · 13F Holdings
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Palidye Holdings (Caymans) Ltd

No.3953 Data as of 2026Q2
Latest AUM (Q2 2026)
$558.6M
QoQ Change Q1 2026
+$19.6M+3.6%
Holdings
11
New Buys
0
Adds
3
Reduces
5
Exits
3
Unchanged
3
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NVIDIA CORPORATIONNVDA
52.97%47.85%$295.9M1.5M$257.9M1.5M00.00%Unchanged
META PLATFORMS INCMETA
21.71%22.85%$121.3M215,276$123.2M215,27600.00%Unchanged
MICROSOFT CORPMSFT
20.6%21.19%$115.1M308,485$114.2M308,48500.00%Unchanged
DATADOG INCDDOG
0.96%0.73%$5.3M20,543$3.9M33,451-12,908-38.59%Reduce
SNOWFLAKE INC COM SHSSNOW
0.81%0.53%$4.5M17,754$2.8M18,805-1,051-5.59%Reduce
BLOCK INCXYZ
0.64%0.54%$3.5M46,687$2.9M48,735-2,048-4.20%Reduce
REDDIT INC CL ARDDT
0.63%0.49%$3.5M20,216$2.6M19,470+746+3.83%Add
SHOPIFY INCSHOP
0.57%0.52%$3.2M27,794$2.8M23,684+4,110+17.35%Add
CLOUDFLARE INCNET
0.49%0.08%$2.7M11,145$407,9341,977+9,168+463.73%Add
MMONDAY COM LTDMNDY
0.41%0.43%$2.3M31,770$2.3M33,732-1,962-5.82%Reduce
PPROCORE TECHNOLOGIES INCPCOR
0.22%0.34%$1.2M30,705$1.8M32,139-1,434-4.46%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow