Palidye Holdings (Caymans) Ltd

Q3 2026 13F-HR Holdings

Location
Grand Cayman, E9
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
1
Total value ($000)
$619,377
Net value change ($000)
+60,787 (10.9%)
New positions
0
Sold out positions
10
Turnover %
42.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 323,500 109.3%
Top Reduces (Value $000, Stocks/ETFs)
META -121,263 -100.0%
MSFT -115,071 -100.0%
DDOG -5,349 -100.0%
SNOW -4,518 -100.0%
XYZ -3,548 -100.0%
RDDT -3,509 -100.0%
SHOP -3,174 -100.0%
NET -2,734 -100.0%
MNDY -2,300 -100.0%
PCOR -1,247 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type