13F HOLDINGS REPORT
Palidye Holdings (Caymans) Ltd
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001104659-26-015947
Total Value
$491.2M
Positions
12
Other Managers
3
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 850,636 | $158.6M | 32.30% |
| 2 | MICROSOFT CORP | MSFT | 308,485 | $149.2M | 30.37% |
| 3 | META PLATFORMS INC | META | 215,276 | $142.1M | 28.93% |
| 4 | MONDAY COM LTD | MNDY | 47,808 | $7.1M | 1.44% |
| 5 | DATADOG INC | DDOG | 45,920 | $6.2M | 1.27% |
| 6 | SNOWFLAKE INC | SNOW | 25,529 | $5.6M | 1.14% |
| 7 | BLOCK INC | BSQKZ | 81,990 | $5.3M | 1.09% |
| 8 | PROCORE TECHNOLOGIES INC | PCOR | 60,343 | $4.4M | 0.89% |
| 9 | REDDIT INC | RDDT | 18,934 | $4.4M | 0.89% |
| 10 | SHOPIFY INC | SHOP | 25,128 | $4.0M | 0.82% |
| 11 | DUOLINGO INC | DUOL | 16,752 | $2.9M | 0.60% |
| 12 | MEDPACE HLDS INC | MEDP | 2,300 | $1.3M | 0.26% |