Palo Ds Manager LLC Portfolio Holdings by Sector
Palo Ds Manager LLC
- $279 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
PCOR UBER PTC NOW 4 stocks |
$74.5 Million
26.73% of portfolio
|
  4  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CHWY 2 stocks |
$62.1 Million
22.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT OKTA 2 stocks |
$42.1 Million
15.11% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$31 Million
11.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$29.7 Million
10.65% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
TECH 1 stocks |
$20.6 Million
7.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY 1 stocks |
$18.7 Million
6.7% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|