PALO DS MANAGER LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DT | 583K | $21.55M |
 | PCOR | 433K | $24.70M |
 | TECH | 394K | $20.57M |
 | CHWY | 326K | $8.80M |
 | OKTA | 319K | $25.10M |
 | UBER | 257K | $18.52M |
 | AMZN | 235K | $48.97M |
 | META | 75K | $42.76M |
 | PLNT | 50K | $3.68M |
 | MA | 49K | $24.56M |
 | MSFT | 39K | $14.36M |
Dynatrace, Inc.
DT
Shares Held
583K
Value
$21.55M
Procore Technologies, Inc.
PCOR
Shares Held
433K
Value
$24.70M
Bio-Techne Corporation
TECH
Shares Held
394K
Value
$20.57M
Chewy, Inc.
CHWY
Shares Held
326K
Value
$8.80M
Okta, Inc.
OKTA
Shares Held
319K
Value
$25.10M
Uber Technologies, Inc.
UBER
Shares Held
257K
Value
$18.52M
Amazon.com, Inc.
AMZN
Shares Held
235K
Value
$48.97M
Meta Platforms, Inc.
META
Shares Held
75K
Value
$42.76M
Planet Fitness, Inc.
PLNT
Shares Held
50K
Value
$3.68M
Mastercard Incorporated
MA
Shares Held
49K
Value
$24.56M
Microsoft Corporation
MSFT
Shares Held
39K
Value
$14.36M