Palidye Holdings as of Dec. 31, 2025
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 | 851k | 186.50 | |
| Microsoft Corporation (MSFT) | 30.4 | $149M | 309k | 483.62 | |
| Meta Platforms Cl A (META) | 28.9 | $142M | 215k | 660.09 | |
| Monday SHS (MNDY) | 1.4 | $7.1M | 48k | 147.56 | |
| Datadog Cl A Com (DDOG) | 1.3 | $6.2M | 46k | 135.99 | |
| Snowflake Com Shs (SNOW) | 1.1 | $5.6M | 26k | 219.36 | |
| Block Cl A (XYZ) | 1.1 | $5.3M | 82k | 65.09 | |
| Procore Technologies (PCOR) | 0.9 | $4.4M | 60k | 72.74 | |
| Reddit Cl A (RDDT) | 0.9 | $4.4M | 19k | 229.87 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.8 | $4.0M | 25k | 160.97 | |
| Duolingo Cl A Com (DUOL) | 0.6 | $2.9M | 17k | 175.50 | |
| Medpace Hldgs (MEDP) | 0.3 | $1.3M | 2.3k | 561.65 |
