Palidye Holdings as of June 30, 2026
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 | |
| Meta Platforms Cl A (META) | 21.7 | $121M | 215k | 563.29 | |
| Microsoft Corporation (MSFT) | 20.6 | $115M | 309k | 373.02 | |
| Datadog Cl A Com (DDOG) | 1.0 | $5.3M | 21k | 260.36 | |
| Snowflake Com Shs (SNOW) | 0.8 | $4.5M | 18k | 254.50 | |
| Block Cl A (XYZ) | 0.6 | $3.5M | 47k | 76.00 | |
| Reddit Cl A (RDDT) | 0.6 | $3.5M | 20k | 173.58 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.6 | $3.2M | 28k | 114.18 | |
| Cloudflare Cl A Com (NET) | 0.5 | $2.7M | 11k | 245.28 | |
| Monday SHS (MNDY) | 0.4 | $2.3M | 32k | 72.39 | |
| Procore Technologies (PCOR) | 0.2 | $1.2M | 31k | 40.62 |
