Filed: 5/15/2026ACC: 0001104659-26-062092
📋 What this filing means
PALIDYE HOLDINGS (CAYMANS) LTD filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $538.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$538.96M
Total AUM (reported)
3.63M
Total Shares
Allocation by class
COM$394.95M73.3%
CL A$130.46M24.2%
CL A COM$5.57M1.0%
COM SHS$2.84M0.5%
CL A SUB VTG SHS$2.81M0.5%
SHS$2.33M0.4%
Portfolio Concentration
Top 3$495.25M91.9%
4–10$38.52M7.1%
11–25$5.19M1.0%
Top 3 weight
91.9%
Top 10 weight
99.0%
Voting Authority Distribution
Total shares with voting rights: 3.63M
Sole
Full voting authority
3.63M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other14
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
NVIDIA CORPORATION
DFNDShares1.48M
TypeSH
Market value$257.89M
47.85%
Sole
1.48M
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares215.28K
TypeSH
Market value$123.17M
22.85%
Sole
215.28K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares308.49K
TypeSH
Market value$114.19M
21.19%
Sole
308.49K
Shared
0.00
None
0.00
PENN ENTERTAINMENT INC
DFNDShares1.40M
TypeSH
Market value$21.04M
3.90%
Sole
1.40M
Shared
0.00
None
0.00
DATADOG INC
DFNDShares33.45K
TypeSH
Market value$3.95M
0.73%
Sole
33.45K
Shared
0.00
None
0.00
BLOCK INC
DFNDShares48.73K
TypeSH
Market value$2.93M
0.54%
Sole
48.73K
Shared
0.00
None
0.00
SNOWFLAKE INC
DFNDShares18.80K
TypeSH
Market value$2.84M
0.53%
Sole
18.80K
Shared
0.00
None
0.00
SHOPIFY INC
DFNDShares23.68K
TypeSH
Market value$2.81M
0.52%
Sole
23.68K
Shared
0.00
None
0.00
REDDIT INC
DFNDShares19.47K
TypeSH
Market value$2.62M
0.49%
Sole
19.47K
Shared
0.00
None
0.00
MONDAY COM LTD
DFNDShares33.73K
TypeSH
Market value$2.33M
0.43%
Sole
33.73K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
DFNDShares32.14K
TypeSH
Market value$1.83M
0.34%
Sole
32.14K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
DFNDShares4.45K
TypeSH
Market value$1.74M
0.32%
Sole
4.45K
Shared
0.00
None
0.00
DUOLINGO INC
DFNDShares12.28K
TypeSH
Market value$1.21M
0.22%
Sole
12.28K
Shared
0.00
None
0.00
CLOUDFLARE INC
DFNDShares1.98K
TypeSH
Market value$407.9K
0.08%
Sole
1.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 1.48M | SH | $257.89M 47.85% | 1.48M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 215.28K | SH | $123.17M 22.85% | 215.28K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 308.49K | SH | $114.19M 21.19% | 308.49K | 0.00 | 0.00 |
PENN ENTERTAINMENT INCDFND | COM | 1.40M | SH | $21.04M 3.90% | 1.40M | 0.00 | 0.00 |
DATADOG INCDFND | CL A COM | 33.45K | SH | $3.95M 0.73% | 33.45K | 0.00 | 0.00 |
BLOCK INCDFND | CL A | 48.73K | SH | $2.93M 0.54% | 48.73K | 0.00 | 0.00 |
SNOWFLAKE INCDFND | COM SHS | 18.80K | SH | $2.84M 0.53% | 18.80K | 0.00 | 0.00 |
SHOPIFY INCDFND | CL A SUB VTG SHS | 23.68K | SH | $2.81M 0.52% | 23.68K | 0.00 | 0.00 |
REDDIT INCDFND | CL A | 19.47K | SH | $2.62M 0.49% | 19.47K | 0.00 | 0.00 |
MONDAY COM LTDDFND | SHS | 33.73K | SH | $2.33M 0.43% | 33.73K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCDFND | COM | 32.14K | SH | $1.83M 0.34% | 32.14K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCDFND | CL A | 4.45K | SH | $1.74M 0.32% | 4.45K | 0.00 | 0.00 |
DUOLINGO INCDFND | CL A COM | 12.28K | SH | $1.21M 0.22% | 12.28K | 0.00 | 0.00 |
CLOUDFLARE INCDFND | CL A COM | 1.98K | SH | $407.9K 0.08% | 1.98K | 0.00 | 0.00 |