Palidye Holdings
Latest statistics and disclosures from Palidye Holdings's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, META, MNDY, DDOG, and represent 94.31% of Palidye Holdings's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$159M), MSFT (+$149M), META (+$142M), MNDY (+$7.1M), DDOG (+$6.2M), SNOW (+$5.6M), XYZ (+$5.3M), PCOR, RDDT, SHOP.
- Started 12 new stock positions in NVDA, DUOL, MEDP, META, SNOW, RDDT, MSFT, DDOG, MNDY, XYZ. SHOP, PCOR.
- Reduced shares in these 2 stocks: VST (-$148M), WYNN (-$58M).
- Sold out of its positions in VST, WYNN.
- Palidye Holdings was a net buyer of stock by $286M.
- Palidye Holdings has $491M in assets under management (AUM), dropping by 139.26%.
- Central Index Key (CIK): 0002043694
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Portfolio Holdings for Palidye Holdings
Palidye Holdings holds 12 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 32.3 | $159M | NEW | 851k | 186.50 |
|
| Microsoft Corporation (MSFT) | 30.4 | $149M | NEW | 309k | 483.62 |
|
| Meta Platforms Cl A (META) | 28.9 | $142M | NEW | 215k | 660.09 |
|
| Monday SHS (MNDY) | 1.4 | $7.1M | NEW | 48k | 147.56 |
|
| Datadog Cl A Com (DDOG) | 1.3 | $6.2M | NEW | 46k | 135.99 |
|
| Snowflake Com Shs (SNOW) | 1.1 | $5.6M | NEW | 26k | 219.36 |
|
| Block Cl A (XYZ) | 1.1 | $5.3M | NEW | 82k | 65.09 |
|
| Procore Technologies (PCOR) | 0.9 | $4.4M | NEW | 60k | 72.74 |
|
| Reddit Cl A (RDDT) | 0.9 | $4.4M | NEW | 19k | 229.87 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.8 | $4.0M | NEW | 25k | 160.97 |
|
| Duolingo Cl A Com (DUOL) | 0.6 | $2.9M | NEW | 17k | 175.50 |
|
| Medpace Hldgs (MEDP) | 0.3 | $1.3M | NEW | 2.3k | 561.65 |
|
Past Filings by Palidye Holdings
SEC 13F filings are viewable for Palidye Holdings going back to 2024
- Palidye Holdings 2025 Q4 filed Feb. 17, 2026
- Palidye Holdings 2025 Q3 filed Nov. 14, 2025
- Palidye Holdings 2025 Q2 filed Aug. 15, 2025
- Palidye Holdings 2025 Q1 filed May 15, 2025
- Palidye Holdings 2024 Q4 filed Feb. 14, 2025