Palidye Holdings (Caymans) Ltd holds a concentrated book of 14 stocks worth $539.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Penn Entertainment Inc and trimmed Datadog Inc - Class A. Their largest long position is Nvidia Corp at 48% of the equity book.
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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.
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, no cost basis
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 | $257.9M | 1.48M | 47.8% | ▲+74% Added · +628K sh | |
| 2 | Meta Platforms Inc CL A | $123.2M | 215.3K | 22.9% | —Held | |
| 3 | Microsoft Corp COM | $114.2M | 308.5K | 21.2% | —Held | |
| 4 | Penn Entertainment Inc COM | $21.0M | 1.40M | 3.9% | ▲New New position | |
| 5 | Datadog Inc CL A COM | $3.9M | 33.5K | 0.7% | ▼−27% Reduced · −12K sh | |
| 6 | Block Inc CL A | $2.9M | 48.7K | 0.5% | ▼−41% Reduced · −33K sh | |
| 7 | Snowflake Inc COM SHS | $2.8M | 18.8K | 0.5% | ▼−26% Reduced · −7K sh | |
| 8 | Shopify Inc CL A SUB VTG SHS | $2.8M | 23.7K | 0.5% | ▼−5.7% Reduced · −1K sh | |
| 9 | Reddit Inc CL A | $2.6M | 19.5K | 0.5% | ▲+2.8% Added · +536 sh | |
| 10 | Monday Com Ltd SHS | $2.3M | 33.7K | 0.4% | ▼−29% Reduced · −14K sh | |
| 11 | Procore Technologies Inc COM | $1.8M | 32.1K | 0.3% | ▼−47% Reduced · −28K sh | |
| 12 | Crowdstrike Hldgs Inc CL A | $1.7M | 4.5K | 0.3% | ▲New New position | |
| 13 | Duolingo Inc CL A COM | $1.2M | 12.3K | 0.2% | ▼−27% Reduced · −4K sh | |
| 14 | Cloudflare Inc CL A COM | $408K | 2.0K | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.