Q2 2026 13F · SEC CIK 2043694
Palidye Holdings (Caymans) Ltd
Investment managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $558.6M
- Reported positions
- 11
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 3 qtrs
Palidye Holdings (Caymans) Ltd is an investment manager that reported 11 positions worth $558.6M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Nvidia Corporation (NVDA, 53.0%), Meta Platforms Inc (META, 21.7%), Microsoft Corp (MSFT, 20.6%).
Palidye Holdings (Caymans) Ltd holdings all 11 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| NVDANvidia Corporation | 53.0% | +0.0% | $295.9M |
| METAMeta Platforms Inc | 21.7% | +0.0% | $121.3M |
| MSFTMicrosoft Corp | 20.6% | +0.0% | $115.1M |
| DDOGDatadog Inc | 1.0% | -38.6% | $5.3M |
| SNOWSnowflake Inc | 0.8% | -5.6% | $4.5M |
| SQBlock Inc | 0.6% | -4.2% | $3.5M |
| RDDTReddit Inc | 0.6% | +3.8% | $3.5M |
| SHOPShopify Inc | 0.6% | +17.4% | $3.2M |
| NETCloudflare Inc | 0.5% | +463.7% | $2.7M |
| MNDYMonday Com Ltd | 0.4% | -5.8% | $2.3M |
| PCORProcore Technologies Inc | 0.2% | -4.5% | $1.2M |
What Palidye Holdings (Caymans) Ltd bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- NET Cloudflare Inc+463.7% shares
- SHOP Shopify Inc+17.4% shares
Reduced
- DDOG Datadog Inc-38.6% shares
- MNDY Monday Com Ltd-5.8% shares
- SNOW Snowflake Inc-5.6% shares
Sold out
- PENN Penn Entertainment Incwas 3.9%
- CRWD Crowdstrike Hldgs Incwas 0.3%
- DUOL Duolingo Incwas 0.2%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
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- 3 years
- —
- 5 years
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A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $558.6M | 11 |
| Q1 2026 | $539.0M | 14 |
| Q4 2025 | $491.2M | 12 |
Questions about Palidye Holdings (Caymans) Ltd's portfolio
What stocks does Palidye Holdings (Caymans) Ltd own?
Palidye Holdings (Caymans) Ltd's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 11 positions worth $558.6M. The largest are Nvidia Corporation (NVDA) at 53.0%, Meta Platforms Inc (META) at 21.7%, Microsoft Corp (MSFT) at 20.6%, Datadog Inc (DDOG) at 1.0% and Snowflake Inc (SNOW) at 0.8%.
What did Palidye Holdings (Caymans) Ltd buy last quarter?
In Q2 2026, Palidye Holdings (Caymans) Ltd added Cloudflare Inc (NET) (+463.7% shares) and Shopify Inc (SHOP) (+17.4% shares), compared with its Q1 2026 filing.
What did Palidye Holdings (Caymans) Ltd sell last quarter?
In Q2 2026, Palidye Holdings (Caymans) Ltd sold all of Penn Entertainment Inc (PENN), sold all of Crowdstrike Hldgs Inc (CRWD), sold all of Duolingo Inc (DUOL), Datadog Inc (DDOG) (-38.6% shares), Monday Com Ltd (MNDY) (-5.8% shares) and Snowflake Inc (SNOW) (-5.6% shares), compared with its Q1 2026 filing.
When is Palidye Holdings (Caymans) Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. Palidye Holdings (Caymans) Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.