Palidye Holdings (Caymans) Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 850,636 | 1,478,721 | +628,085 | 158,643,614 | 257,888,942 | 47.85% | +99,245,328 |
| PENN ENTERTAINMENT INC(PENN) | 0 | 1,400,000 | +1,400,000 | 0 | 21,042,000 | 3.90% | +21,042,000 |
| CROWDSTRIKE HLDGS INC(CRWD) | 0 | 4,451 | +4,451 | 0 | 1,737,715 | 0.32% | +1,737,715 |
| CLOUDFLARE INC(NET) | 0 | 1,977 | +1,977 | 0 | 407,934 | 0.08% | +407,934 |
| SHOPIFY INC(SHOP) | 25,128 | 23,684 | -1,444 | 4,044,854 | 2,809,396 | 0.52% | -1,235,458 |
| MEDPACE HLDS INC(MEDP) | 2,300 | 0 | -2,300 | 1,291,795 | 0 | — | -1,291,795 |
| DUOLINGO INC(DUOL) | 16,752 | 12,275 | -4,477 | 2,939,976 | 1,209,947 | 0.22% | -1,730,029 |
| REDDIT INC(RDDT) | 18,934 | 19,470 | +536 | 4,352,359 | 2,621,636 | 0.49% | -1,730,723 |
| DATADOG INC(DDOG) | 45,920 | 33,451 | -12,469 | 6,244,661 | 3,948,891 | 0.73% | -2,295,770 |
| BLOCK INC(XYZ) | 81,990 | 48,735 | -33,255 | 5,336,729 | 2,932,872 | 0.54% | -2,403,857 |
| PROCORE TECHNOLOGIES INC(PCOR) | 60,343 | 32,139 | -28,204 | 4,389,350 | 1,831,923 | 0.34% | -2,557,427 |
| SNOWFLAKE INC(SNOW) | 25,529 | 18,805 | -6,724 | 5,600,041 | 2,836,170 | 0.53% | -2,763,871 |
| MONDAY COM LTD SHS | 47,808 | 33,732 | -14,076 | 7,054,548 | 2,331,219 | 0.43% | -4,723,329 |
| META PLATFORMS INC(META) | 215,276 | 215,276 | 0 | 142,101,535 | 123,165,858 | 22.85% | -18,935,677 |
| MICROSOFT CORP(MSFT) | 308,485 | 308,485 | 0 | 149,189,516 | 114,191,892 | 21.19% | -34,997,624 |