Palo Ds Manager LLC Portfolio Holdings by Sector
Palo Ds Manager LLC
- $226 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
UBER PCOR PTC WDAY NOW 5 stocks |
$62.4 Million
27.54% of portfolio
|
  3  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN CHWY 2 stocks |
$52.5 Million
23.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT OKTA 2 stocks |
$31.4 Million
13.88% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$24.1 Million
10.62% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$23.2 Million
10.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
TECH 1 stocks |
$15 Million
6.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
ACVA 1 stocks |
$11.6 Million
5.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
SPY 1 stocks |
$6.35 Million
2.8% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|