Palidye Holdings (Caymans) Ltd
GRAND CAYMAN E9 · SEC CIK 0002043694
$5.39亿2026Q1 申报市值
14持仓数
99.0%前十大占比 · 第一大 47.8%
3 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NVDA 加仓+$1.10亿
PENN 新建仓+$2,104.20万
CRWD 新建仓+$173.77万
NET 新建仓+$40.79万
RDDT 加仓+$7.22万
2026Q1 卖出最多 按季末市值估算
XYZ 减仓-$200.13万
PCOR 减仓-$160.76万
DDOG 减仓-$147.20万
MEDP 清仓-$129.18万
SNOW 减仓-$101.41万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2.58亿 | 47.85% | 1,478,721 | 628,085 | 73.8% | $1.10亿 | 加仓 |
| META | META PLATFORMS INC | $1.23亿 | 22.85% | 215,276 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $1.14亿 | 21.19% | 308,485 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC | $2,104.20万 | 3.90% | 1,400,000 | 1,400,000 | — | $2,104.20万 | 新建仓 |
| DDOG | DATADOG INC | $394.89万 | 0.73% | 33,451 | -12,469 | -27.2% | -$147.20万 | 减仓 |
| XYZ | BLOCK INC | $293.29万 | 0.54% | 48,735 | -33,255 | -40.6% | -$200.13万 | 减仓 |
| SNOW | SNOWFLAKE INC | $283.62万 | 0.53% | 18,805 | -6,724 | -26.3% | -$101.41万 | 减仓 |
| SHOP | SHOPIFY INC | $280.94万 | 0.52% | 23,684 | -1,444 | -5.7% | -$17.13万 | 减仓 |
| RDDT | REDDIT INC | $262.16万 | 0.49% | 19,470 | 536 | 2.8% | $7.22万 | 加仓 |
| MNDY | MONDAY COM LTD | $233.12万 | 0.43% | 33,732 | -14,076 | -29.4% | -$97.28万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $183.19万 | 0.34% | 32,139 | -28,204 | -46.7% | -$160.76万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $173.77万 | 0.32% | 4,451 | 4,451 | — | $173.77万 | 新建仓 |
| DUOL | DUOLINGO INC | $120.99万 | 0.22% | 12,275 | -4,477 | -26.7% | -$44.13万 | 减仓 |
| NET | CLOUDFLARE INC | $40.79万 | 0.08% | 1,977 | 1,977 | — | $40.79万 | 新建仓 |
| MEDP | MEDPACE HLDS INC | $0 | 0.00% | 0 | -2,300 | -100.0% | -$129.18万 | 清仓 |