Palidye Holdings (Caymans)
GRAND CAYMAN, E9files as Palidye Holdings (Caymans) Ltd
$559m in 11 US stocks at the end of 30 June 2026. The top 10 are 99.8% of the money. It changed about 6.3% of the portfolio this quarter.
Value
$559m
Stocks
11
Top 10 share
99.8%
Turnover
6.3%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- RedditRDDT0.6% of the fund+4%
- ShopifySHOP0.6% of the fund+17%
- CloudflareNET0.5% of the fund+464%
Cut
Sold some of their stake.
- DatadogDDOG1.0% of the fund-39%
- SnowflakeSNOW0.8% of the fund-6%
- BlockXYZ0.6% of the fund-4%
- monday.comMNDY0.4% of the fund-6%
- Procore TechnologiesPCOR0.2% of the fund-4%
Sold out
Sold their entire stake.
- PENN EntertainmentPENN-100%
- CrowdStrike HoldingsCRWD-100%
- DuolingoDUOL-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 53.0% | $296m | 1,478,721 | Held |
| Meta PlatformsMETA | 21.7% | $121m | 215,276 | Held |
| MicrosoftMSFT | 20.6% | $115m | 308,485 | Held |
| DatadogDDOG | 1.0% | $5m | 20,543 | -39% |
| SnowflakeSNOW | 0.8% | $5m | 17,754 | -6% |
| BlockXYZ | 0.6% | $4m | 46,687 | -4% |
| RedditRDDT | 0.6% | $4m | 20,216 | +4% |
| ShopifySHOP | 0.6% | $3m | 27,794 | +17% |
| CloudflareNET | 0.5% | $3m | 11,145 | +464% |
| monday.comMNDY | 0.4% | $2m | 31,770 | -6% |
| Procore TechnologiesPCOR | 0.2% | $1m | 30,705 | -4% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 122.9% since 30 June 2025.
Where the money is
Technology77.0%
Media & telecom22.3%
Financial services0.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.