Palo Ds Manager LLC Portfolio Holdings by Sector
Palo Ds Manager LLC
- $208 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
NOW UBER WDAY PCOR PTC 5 stocks |
$59 Million
28.42% of portfolio
|
  5  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN CHWY 2 stocks |
$43 Million
20.71% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT OKTA VRSN 3 stocks |
$36.5 Million
17.6% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$23.5 Million
11.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$16.9 Million
8.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$10.8 Million
5.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
ACVA 1 stocks |
$9.44 Million
4.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
TECH 1 stocks |
$8.49 Million
4.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|