Palidye Holdings as of March 31, 2026
Portfolio Holdings for Palidye Holdings
Palidye Holdings holds 14 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 47.8 | $258M | 1.5M | 174.40 | |
| Meta Platforms Cl A (META) | 22.9 | $123M | 215k | 572.13 | |
| Microsoft Corporation (MSFT) | 21.2 | $114M | 309k | 370.17 | |
| Penn National Gaming (PENN) | 3.9 | $21M | 1.4M | 15.03 | |
| Datadog Cl A Com (DDOG) | 0.7 | $3.9M | 34k | 118.05 | |
| Block Cl A (XYZ) | 0.5 | $2.9M | 49k | 60.18 | |
| Snowflake Com Shs (SNOW) | 0.5 | $2.8M | 19k | 150.82 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $2.8M | 24k | 118.62 | |
| Reddit Cl A (RDDT) | 0.5 | $2.6M | 20k | 134.65 | |
| Monday SHS (MNDY) | 0.4 | $2.3M | 34k | 69.11 | |
| Procore Technologies (PCOR) | 0.3 | $1.8M | 32k | 57.00 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.7M | 4.5k | 390.41 | |
| Duolingo Cl A Com (DUOL) | 0.2 | $1.2M | 12k | 98.57 | |
| Cloudflare Cl A Com (NET) | 0.1 | $408k | 2.0k | 206.34 |
