Palo Ds Manager LLC Portfolio Holdings by Sector
Palo Ds Manager LLC
- $214 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
AMZN CHWY 2 stocks |
$47.3 Million
22.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
NOW WDAY PTC PCOR 4 stocks |
$44.9 Million
21.01% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
ORCL VRSN MSFT OKTA 4 stocks |
$44.5 Million
20.83% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$22.5 Million
10.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$15.9 Million
7.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
SPY 1 stocks |
$13.6 Million
6.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$10.3 Million
4.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
ACVA 1 stocks |
$10.3 Million
4.81% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$4.47 Million
2.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|