Palo Ds Manager LLC Portfolio Holdings

Palo Ds Manager LLC

  • $279 Billion
  • Q3 2025

Palo Ds Manager LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $279 Billion distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $48.9B, Meta Platforms, Inc. with a value of $31B, Mastercard Inc with a value of $29.7B, Microsoft Corp with a value of $23.2B, and Procore Technologies, Inc. with a value of $23B.

Examining the 13F form we can see an increase of $52.1B in the current position value, from $226B to 279B.

Palo Ds Manager LLC is based out at Miami Beach, FL

Below you can find more details about Palo Ds Manager LLC portfolio as well as his latest detailed transactions.

Portfolio value $279 Billion
Technology: $117 Billion
Consumer Cyclical: $62.1 Billion
Communication Services: $31 Billion
Financial Services: $29.7 Billion
Healthcare: $20.6 Billion
ETFs: $18.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39T
$48.9 Billion 17.54% of portfolio
222,605
Q3 2025 Added 26.65%
$1.37T
$31 Billion 11.13% of portfolio
42,217
Q3 2025 Added 34.23%
$512B
$29.7 Billion 10.65% of portfolio
52,186
Q3 2025 Added 21.91%
$3.78T
$23.2 Billion 8.33% of portfolio
44,826
Q3 2025 Added 26.12%
$10.3B
$23 Billion 8.27% of portfolio
315,907
Q3 2025 Added 64.11%
$2.33B
$20.6 Billion 7.4% of portfolio
370,629
Q3 2025 Added 27.38%
$181B
$19.1 Billion 6.86% of portfolio
195,001
Q3 2025 Added 37.27%
$20.5B
$19 Billion 6.82% of portfolio
93,572
Q3 2025 Added 33.8%
$12.7B
$18.9 Billion 6.77% of portfolio
205,804
Q3 2025 Added 49.6%
$0
$18.7 Billion 6.7% of portfolio
28,024
Q3 2025 Added 172.77%
$169B
$13.3 Billion 4.79% of portfolio
14,496
Q3 2025 Added 25.16%
$3.74B
$13.2 Billion 4.73% of portfolio
325,987
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $279 Billion
  • Prior Value $226 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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