Palidye Holdings

Latest statistics and disclosures from Palidye Holdings's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NVDA, META, MSFT, DDOG, SNOW, and represent 97.04% of Palidye Holdings's stock portfolio.
  • Added to shares of these 3 stocks: NET, SHOP, RDDT.
  • Reduced shares in these 8 stocks: PENN (-$21M), DDOG, CRWD, DUOL, SNOW, XYZ, MNDY, PCOR.
  • Sold out of its positions in CRWD, DUOL, PENN.
  • Palidye Holdings was a net seller of stock by $-25M.
  • Palidye Holdings has $559M in assets under management (AUM), dropping by 3.64%.
  • Central Index Key (CIK): 0002043694

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Positions held by Palidye Holdings consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Palidye Holdings

Palidye Holdings holds 11 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 53.0 $296M 1.5M 200.09
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Meta Platforms Cl A (META) 21.7 $121M 215k 563.29
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Microsoft Corporation (MSFT) 20.6 $115M 309k 373.02
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Datadog Cl A Com (DDOG) 1.0 $5.3M -38% 21k 260.36
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Snowflake Com Shs (SNOW) 0.8 $4.5M -5% 18k 254.50
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Block Cl A (XYZ) 0.6 $3.5M -4% 47k 76.00
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Reddit Cl A (RDDT) 0.6 $3.5M +3% 20k 173.58
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Shopify Cl A Sub Vtg Shs (SHOP) 0.6 $3.2M +17% 28k 114.18
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Cloudflare Cl A Com (NET) 0.5 $2.7M +463% 11k 245.28
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Monday SHS (MNDY) 0.4 $2.3M -5% 32k 72.39
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Procore Technologies (PCOR) 0.2 $1.2M -4% 31k 40.62
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Past Filings by Palidye Holdings

SEC 13F filings are viewable for Palidye Holdings going back to 2024