Palidye Holdings (Caymans) Ltd
GRAND CAYMAN E9 · SEC CIK 0002043694
$5.59亿2026Q2 申报市值
11持仓数
99.8%前十大占比 · 第一大 53.0%
0 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NET 加仓+$224.87万
SHOP 加仓+$46.93万
RDDT 加仓+$12.95万
2026Q2 卖出最多 按季末市值估算
PENN 清仓-$2,104.20万
DDOG 减仓-$336.07万
CRWD 清仓-$173.77万
DUOL 清仓-$120.99万
SNOW 减仓-$26.75万
2026Q2 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 | $2.96亿 | 52.97% | 1,478,721 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $1.21亿 | 21.71% | 215,276 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $1.15亿 | 20.60% | 308,485 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $534.86万 | 0.96% | 20,543 | -12,908 | -38.6% | -$336.07万 | 减仓 |
| SNOW | SNOWFLAKE INC | $451.84万 | 0.81% | 17,754 | -1,051 | -5.6% | -$26.75万 | 减仓 |
| XYZ | BLOCK INC | $354.82万 | 0.64% | 46,687 | -2,048 | -4.2% | -$15.56万 | 减仓 |
| RDDT | REDDIT INC | $350.91万 | 0.63% | 20,216 | 746 | 3.8% | $12.95万 | 加仓 |
| SHOP | SHOPIFY INC | $317.35万 | 0.57% | 27,794 | 4,110 | 17.4% | $46.93万 | 加仓 |
| NET | CLOUDFLARE INC | $273.36万 | 0.49% | 11,145 | 9,168 | 463.7% | $224.87万 | 加仓 |
| MNDY | MONDAY COM LTD | $229.98万 | 0.41% | 31,770 | -1,962 | -5.8% | -$14.20万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $124.72万 | 0.22% | 30,705 | -1,434 | -4.5% | -$5.82万 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $0 | 0.00% | 0 | -1,400,000 | -100.0% | -$2,104.20万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -4,451 | -100.0% | -$173.77万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -12,275 | -100.0% | -$120.99万 | 清仓 |