Palidye Holdings (Caymans) Ltd

GRAND CAYMAN, E9 · CIK 2043694 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$558.6m reported value +3.6% vs Q1 2026

11positions

99.8%in top 10

0 new 3 added 5 reduced 3 sold out vs Q1 2026

This report includes the holdings of 3 other managers that share the investment decisions:

CPIL2 Partnership – reports through this filing
Consolidated Press International Ltd – reports through this filing
Jasopt Investments Bahamas Ltd – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	1,478,721	$295.9m52.97%	52.97%	Unchanged
2	META PLATFORMS INC CL A META	META	215,276	$121.3m21.71%	21.71%	Unchanged
3	MICROSOFT CORP COM MSFT	MSFT	308,485	$115.1m20.60%	20.60%	Unchanged
4	DATADOG INC CL A COM DDOG	DDOG	20,543	$5.3m0.96%	0.96%	Reduced -12.9k	-12,908 -38.6%
5	SNOWFLAKE INC CL A SNOW	SNOW	17,754	$4.5m0.81%	0.81%	Reduced -1.1k	-1,051 -5.6%
6	BLOCK INC CL A XYZ	XYZ	46,687	$3.5m0.64%	0.64%	Reduced -2.0k	-2,048 -4.2%
7	REDDIT INC CL A RDDT	RDDT	20,216	$3.5m0.63%	0.63%	Added +746	+746 3.8%
8	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	27,794	$3.2m0.57%	0.57%	Added +4.1k	+4,110 17.4%
9	CLOUDFLARE INC CL A COM NET	NET	11,145	$2.7m0.49%	0.49%	Added +9.2k	+9,168 463.7%
10	MONDAY COM LTD SHS MNDY	MNDY	31,770	$2.3m0.41%	0.41%	Reduced -2.0k	-1,962 -5.8%
11	PROCORE TECHNOLOGIES INC COM PCOR	PCOR	30,705	$1.2m0.22%	0.22%	Reduced -1.4k	-1,434 -4.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PENN ENTERTAINMENT INC PENN	PENN	1,400,000	$21.0m1.4m shares
CROWDSTRIKE HLDGS INC CRWD	CRWD	4,451	$1.7m4.5k shares
DUOLINGO INC DUOL	DUOL	12,275	$1.2m12.3k shares