Thomas J. Gallagher

Palidye Holdings (caymans) Ltd

Assets Managed

$538.956M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo ago

Growth Rate

9.73%(2Q avg: 74.5%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Palidye Holdings (caymans) Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 14 positions.

Assets under management

The assets under management (AUM) of Palidye Holdings (caymans) Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 538.956M in assets, with a quarterly growth rate of 9.73% and a 2-quarter average growth rate of 74.5%. The portfolio is managed by Thomas J. Gallagher, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity Increased 73.84%	47.85%	$257.889M 1.479M shares@ $174.4 avg price	Increased 73.84%
META Meta Platforms Inc-class A Recent Activity	22.86%	$123.166M 215,276 shares@ $572.14 avg price
MSFT Microsoft Corp Recent Activity	21.19%	$114.192M 308,485 shares@ $370.17 avg price
PENN Penn Entertainment Inc Recent Activity New Position	3.91%	$21.042M 1.4M shares@ $15.03 avg price	New Position
DDOG Datadog Inc - Class A Recent Activity Decreased -27.15%	0.74%	$3.949M 33,451 shares@ $118.06 avg price	Decreased -27.15%
SQ Block Inc Recent Activity Decreased -40.55%	0.55%	$2.933M 48,735 shares@ $60.18 avg price	Decreased -40.55%
SNOW Snowflake Inc-class A Recent Activity Decreased -26.33%	0.53%	$2.836M 18,805 shares@ $150.82 avg price	Decreased -26.33%
SHOP Shopify Inc - Class A Recent Activity Decreased -5.74%	0.53%	$2.809M 23,684 shares@ $118.62 avg price	Decreased -5.74%
RDDT Reddit Inc-cl A Recent Activity Increased 2.84%	0.49%	$2.622M 19,470 shares@ $134.66 avg price	Increased 2.84%
MNDY Monday.com Ltd Recent Activity Decreased -29.44%	0.44%	$2.331M 33,732 shares@ $69.12 avg price	Decreased -29.44%

1-10 of 14