PALO DS MANAGER LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TECH | 356K | $20.91M |
 | PCOR | 345K | $25.09M |
 | CHWY | 326K | $10.77M |
 | OKTA | 289K | $25.00M |
 | DT | 253K | $10.96M |
 | UBER | 249K | $20.33M |
 | AMZN | 234K | $53.93M |
 | PTC | 103K | $17.99M |
 | META | 72K | $47.62M |
 | MA | 56K | $31.99M |
 | MSFT | 49K | $23.47M |
Bio-Techne Corporation
TECH
Shares Held
356K
Value
$20.91M
Procore Technologies, Inc.
PCOR
Shares Held
345K
Value
$25.09M
Chewy, Inc.
CHWY
Shares Held
326K
Value
$10.77M
Okta, Inc.
OKTA
Shares Held
289K
Value
$25.00M
Dynatrace, Inc.
DT
Shares Held
253K
Value
$10.96M
Uber Technologies, Inc.
UBER
Shares Held
249K
Value
$20.33M
Amazon.com, Inc.
AMZN
Shares Held
234K
Value
$53.93M
PTC Inc.
PTC
Shares Held
103K
Value
$17.99M
Meta Platforms, Inc.
META
Shares Held
72K
Value
$47.62M
Mastercard Incorporated
MA
Shares Held
56K
Value
$31.99M
Microsoft Corporation
MSFT
Shares Held
49K
Value
$23.47M