PALO DS MANAGER LLC 13F Holdings

CIK 02823718 · MIAMI BEACH, FL

As of Mar 31, 2025, PALO DS MANAGER LLC reported 15 positions worth $207.5M in its SEC Form 13F filing.

Top 15 holdings

SecurityTickerSectorSharesValue% of portfolio
AMAZON.COM INCAMZNEquity170,204$32.4M15.60%
MASTERCARD INCMAFinancial Services42,806$23.5M11.31%
META PLATFORMS INCMETACommunication Services29,252 6.9M8.12%
SERVICENOW INCNOWTechnology19,596 5.6M7.52%
MICROSOFT CORPMSFTTechnology35,543 3.3M6.43%
UBER TECHNOLOGIES INCUBERTechnology165,052 2.0M5.79%
OKTA INCOKTATechnology112,860 1.9M5.72%
VERISIGN INCVRSNTechnology44,514 1.3M5.45%
THERMO FISHER SCIENTIFIC INCTMOHealthcare21,698 0.8M5.20%
CHEWY INCCHWYConsumer Cyclical325,987 0.6M5.11%
WORKDAY INCWDAYTechnology45,199 0.6M5.09%
PROCORE TECHNOLOGIES INCPCORTechnology157,850 0.4M5.02%
PTC INCPTCTechnology66,969 0.4M5.00%
ACV AUCTIONS INCACVAConsumer Cyclical670,306$9.4M4.55%
BIO-TECHNE CORPTECHHealthcare144,730$8.5M4.09%