§ 13F · FUND PROFILE
Pale Fire Capital SE.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $914M (13F)Positions · 54Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$230M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BTG | B2GOLD CORP | 69.74M | $316M | 27.8% | +77% |
| 2 | DOLE | DOLE PLC | 9.43M | $135M | 11.8% | +1% |
| 3 | GRPN | GROUPON INC | 10.18M | $121M | 10.6% | ±0% |
| 4 | ZD | ZIFF DAVIS INC | 2.78M | $117M | 10.3% | +130% |
| 5 | PHR | PHREESIA INC | 8.65M | $72M | 6.4% | NEW |
| 6 | COUR | COURSERA INC | 10.51M | $61M | 5.4% | NEW |
| 7 | LSPD | LIGHTSPEED COMMERCE INC | 5.52M | $50M | 4.3% | NEW |
| 8 | CARS | CARS COM INC | 3.96M | $32M | 2.8% | +498% |
| 9 | IAUX | I-80 GOLD CORP | 20.84M | $32M | 2.8% | +1% |
| 10 | ANGI | ANGI INC | 3.93M | $27M | 2.4% | +83% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PALE SIGNAL
AC read
Pale Fire Capital SE is a Other fund managing $914 million in assets. The fund runs a portfolio of 54 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed