Palo Ds Manager LLC Portfolio Holdings

Palo Ds Manager LLC

  • $226 Billion
  • Q2 2025

Palo Ds Manager LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $226 Billion distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $38.6B, Mastercard Inc with a value of $24.1B, Meta Platforms, Inc. with a value of $23.2B, Microsoft Corp with a value of $17.7B, and Bio Techne Corp with a value of $15B.

Examining the 13F form we can see an increase of $18.9B in the current position value, from $208B to 226B.

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 $226 Billion
Technology: $93.8 Billion
Consumer Cyclical: $64.1 Billion
Financial Services: $24.1 Billion
Communication Services: $23.2 Billion
Healthcare: $15 Billion
ETFs: $6.35 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.26T
$38.6 Billion 17.03% of portfolio
175,758
Q2 2025 Added 3.26%
$548B
$24.1 Billion 10.62% of portfolio
42,806
Q3 2024 Added 5.16%
$1.78T
$23.2 Billion 10.25% of portfolio
31,451
Q2 2025 Added 7.52%
$3.95T
$17.7 Billion 7.81% of portfolio
35,543
Q1 2025 Added 29.52%
$2.07B
$15 Billion 6.61% of portfolio
290,956
Q2 2025 Added 101.03%
$4.04B
$13.9 Billion 6.13% of portfolio
325,987
Q4 2023 New
$13.6B
$13.8 Billion 6.07% of portfolio
137,572
Q2 2025 Added 21.9%
$182B
$13.3 Billion 5.85% of portfolio
142,060
Q2 2025 Reduced 13.93%
$8.64B
$13.2 Billion 5.82% of portfolio
192,499
Q2 2025 Added 21.95%
$24B
$12.1 Billion 5.32% of portfolio
69,934
Q2 2025 Added 4.43%
$43.1B
$12 Billion 5.3% of portfolio
49,974
Q2 2025 Added 10.56%
$172B
$11.9 Billion 5.26% of portfolio
11,582
Q2 2025 Reduced 40.9%
$1.29B
$11.6 Billion 5.13% of portfolio
716,972
Q2 2025 Added 6.96%
$0
$6.35 Billion 2.8% of portfolio
10,274
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $226 Billion
  • Prior Value $208 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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