Palidye Holdings (Caymans) Ltd holds a concentrated book of 11 stocks worth $558.6M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Medpace Holdings Inc and trimmed Datadog Inc - Class A. Their largest long position is Nvidia Corp at 53% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Palidye Holdings (Caymans) Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 2 / 11 | $4.4B |
| Altimeter Capital Management, LP | 4 / 11 | $3.5B |
| Rubicon Global Capital Ltd | 3 / 11 | $151.3M |
| Voyager Global Management LP | 3 / 11 | $1.9B |
| Ketron Financial | 3 / 11 | $158.4M |
| Hoey Investments, Inc | 6 / 11 | $365.5M |
| Legend Capital Advisors LLC | 4 / 11 | $86.1M |
| Strategy Capital LLC | 4 / 11 | $721.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Palidye Holdings (Caymans) Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $295.9M | 1.48M | 53.0% | —Held | |
| 2 | Meta Platforms Inc CL A | $121.3M | 215.3K | 21.7% | —Held | |
| 3 | Microsoft Corp COM | $115.1M | 308.5K | 20.6% | —Held | |
| 4 | Datadog Inc CL A COM | $5.3M | 20.5K | 1.0% | ▼−39% Reduced · −13K sh | |
| 5 | Snowflake Inc COM SHS | $4.5M | 17.8K | 0.8% | ▼−5.6% Reduced · −1K sh | |
| 6 | Block Inc CL A | $3.5M | 46.7K | 0.6% | ▼−4.2% Reduced · −2K sh | |
| 7 | Reddit Inc CL A | $3.5M | 20.2K | 0.6% | ▲+3.8% Added · +746 sh | |
| 8 | Shopify Inc CL A SUB VTG SHS | $3.2M | 27.8K | 0.6% | ▲+17% Added · +4K sh | |
| 9 | Cloudflare Inc CL A COM | $2.7M | 11.1K | 0.5% | ▲+464% Added · +9K sh | |
| 10 | Monday Com Ltd SHS | $2.3M | 31.8K | 0.4% | ▼−5.8% Reduced · −2K sh | |
| 11 | Procore Technologies Inc COM | $1.2M | 30.7K | 0.2% | ▼−4.5% Reduced · −1K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2043694/holdings"
Use Arkolith to show Palidye Holdings (Caymans) Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.