SEC 13F Intelligence

Managers / Q1 2026

Palidye Holdings (Caymans) Ltd

CIK 0002043694 · C/O CAMPBELLS CORPORATE SERVICES LIMITED, FLOOR 4, WILLOW HOUSE, CRICKET SQUARE, GRAND CAYMAN, KY1-9010 · 1 345 914 5871

Reported Value
$539M
Q1 2026
Positions
15
Filings on Record
6
2019–present window
Filed
May 15, 2026
original filing

Summary

Palidye Holdings (Caymans) Ltd reported $539M in U.S.-listed holdings across 15 positions for Q1 2026.

The portfolio is heavily concentrated: NVDA alone accounts for 27.5% of reported value.

Compared with Q4 2025, the fund opened 3 new positions and exited 1.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $294MQ4 ’24Q1 ’25: $291MQ1 ’25Q2 ’25: $251MQ2 ’25Q3 ’25: $205MQ3 ’25Q4 ’25: $491MQ4 ’25Q1 ’26: $539MQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$539M15May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$491M12Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$205M2Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$251M2Aug 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$291M2May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$294M2Feb 14, 202513F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 3 additional managers.

  • Consolidated Press International Ltd028-24355
  • CPIL2 Partnership028-24354
  • Jasopt Investments Bahamas Ltd028-23161

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.