What does Palidye Holdings (Caymans) Ltd hold?

Palidye Holdings (Caymans) Ltd's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include NVDA, META, MSFT. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2043694.

What is Palidye Holdings (Caymans) Ltd's AUM?

Palidye Holdings (Caymans) Ltd reported approximately $558.6M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source Palidye Holdings (Caymans) Ltd's holdings?

All Palidye Holdings (Caymans) Ltd holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2043694. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Palidye Holdings (Caymans) Ltd's 13F data updated on 13F Pro?

Palidye Holdings (Caymans) Ltd's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Palidye Holdings (Caymans) Ltd

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2043694

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13F Reported Value

ⓘ

$558.6M

Holdings

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Palidye Holdings (Caymans) Ltd disclosed 11 positions worth $558.6M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 53.0% of the equity portfolio, followed by $META and $MSFT. During the quarter the fund opened 0 new positions and exited 3 and a full exit from $PENN. The portfolio is most concentrated in Technology (100.0% of disclosed assets). All figures are sourced directly from Palidye Holdings (Caymans) Ltd’s Form 13F-HR filing with the SEC under CIK 2043694.

AI Fund Analysis

Stable

$RDDT

2 quarters accumulating

Sector Allocation

Technology

13fpro.ai/research/fund/palidye-holdings-caymans-ltd-2043694

AUM History

13fpro.ai/research/fund/palidye-holdings-caymans-ltd-2043694

Top Equity Holdings by Value

13fpro.ai/research/fund/palidye-holdings-caymans-ltd-2043694

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

NVIDIA CORP
$NVDA
85.9#5
Quality
$295.9M1,478,721 sh
Meta Platforms, Inc.
$META
79.6#33
Quality
$121.3M215,276 sh
MICROSOFT CORP
$MSFT
79.7#30
Quality
$115.1M308,485 sh
Datadog, Inc.
$DDOG
71.2
Quality
$5.3M20,543 sh
Snowflake Inc.
$SNOW
54.7
Quality
$4.5M17,754 sh
Block, Inc.
$XYZ
51.4
Quality
$3.5M46,687 sh
Reddit, Inc.
$RDDT
79.6
Quality
$3.5M20,216 sh
SHOPIFY INC.
$SHOP
64.9
Quality
$3.2M27,794 sh
Cloudflare, Inc.
$NET
56.3
Quality
$2.7M11,145 sh
monday.com Ltd.
$MNDY
—
Quality
$2.3M31,770 sh

Company	Quality	Value	Shares
NVIDIA CORP$NVDA	85.9#5	$295.9M	1,478,721
Meta Platforms, Inc.$META	79.6#33	$121.3M	215,276
MICROSOFT CORP$MSFT	79.7#30	$115.1M	308,485
Datadog, Inc.$DDOG	71.2	$5.3M	20,543
Snowflake Inc.$SNOW	54.7	$4.5M	17,754
Block, Inc.$XYZ	51.4	$3.5M	46,687
Reddit, Inc.$RDDT	79.6	$3.5M	20,216
SHOPIFY INC.$SHOP	64.9	$3.2M	27,794
Cloudflare, Inc.$NET	56.3	$2.7M	11,145
monday.com Ltd.$MNDY	—	$2.3M	31,770

Unlock AI quality scores for every holding

32-signal composite ranking on each of Palidye Holdings (Caymans) Ltd's 11 positions.

Showing top 10 of 11 holdings.

Sector Allocation

Technology

$558.6M

Full Holdings — Palidye Holdings (Caymans) Ltd (Q2 2026)

All 11 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$NVDA	NVIDIA CORP	$295.9M	53.0%	+0%	85.9
2	$META	Meta Platforms, Inc.	$121.3M	21.7%	+0%	79.6
3	$MSFT	MICROSOFT CORP	$115.1M	20.6%	+0%	79.7
4	$DDOG	Datadog, Inc.	$5.3M	1.0%	-39%	71.2
5	$SNOW	Snowflake Inc.	$4.5M	0.8%	-6%	54.7
6	$XYZ	Block, Inc.	$3.5M	0.6%	-4%	51.4
7	$RDDT	Reddit, Inc.	$3.5M	0.6%	+4%	79.6
8	$SHOP	SHOPIFY INC.	$3.2M	0.6%	+17%	64.9
9	$NET	Cloudflare, Inc.	$2.7M	0.5%	+464%	56.3
10	$MNDY	monday.com Ltd.	$2.3M	0.4%	-6%	—
11	$PCOR	PROCORE TECHNOLOGIES, INC.	$1.2M	0.2%	-4%	59.2

Exited Positions (3)

$PENN PENN Entertainment, Inc.

$CRWD CrowdStrike Holdings, Inc.

$DUOL Duolingo, Inc.

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Available Analysis

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AI-Powered Hedge Fund Analysis: Palidye Holdings (Caymans) Ltd

13F Pro is an AI hedge fund tracker and stock research platform. For Palidye Holdings (Caymans) Ltd (SEC CIK: 2043694), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Palidye Holdings (Caymans) Ltd's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.