Palidye Holdings (Caymans) Ltd Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$491.2M
Holdings
12
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 850,636 | $158.6M | 32.30% | |
| 2 | MSFTMICROSOFT CORP | 308,485 | $149.2M | 30.37% | |
| 3 | METAMETA PLATFORMS INC | 215,276 | $142.1M | 28.93% | |
| 4 | MNDYMONDAY COM LTD | 47,808 | $7.1M | 1.44% | |
| 5 | DDOGDATADOG INC | 45,920 | $6.2M | 1.27% | |
| 6 | SNOWSNOWFLAKE INC | 25,529 | $5.6M | 1.14% | |
| 7 | XYZBLOCK INC | 81,990 | $5.3M | 1.09% | |
| 8 | PCORPROCORE TECHNOLOGIES INC | 60,343 | $4.4M | 0.89% | |
| 9 | RDDTREDDIT INC | 18,934 | $4.4M | 0.89% | |
| 10 | SHOPSHOPIFY INC | 25,128 | $4.0M | 0.82% | |
| 11 | DUOLDUOLINGO INC | 16,752 | $2.9M | 0.60% | |
| 12 | MEDPMEDPACE HLDS INC | 2,300 | $1.3M | 0.26% |