§ 13F · FUND PROFILE
Pale Fire Capital SE.
AUM · $1.4B (13F)Positions · 72Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$150M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GRPN | GROUPON INC | 10.18M | $245M | 17.3% | ±0% |
| 2 | BTG | B2GOLD CORP | 64.56M | $241M | 17.1% | −7% |
| 3 | ZD | ZIFF DAVIS INC | 2.66M | $139M | 9.9% | −4% |
| 4 | DOLE | DOLE PLC | 9.43M | $129M | 9.1% | ±0% |
| 5 | COUR | COURSERA INC | 20.43M | $115M | 8.1% | +94% |
| 6 | PHR | PHREESIA INC | 8.92M | $92M | 6.5% | +3% |
| 7 | LSPD | LIGHTSPEED COMMERCE INC | 5.77M | $61M | 4.3% | +5% |
| 8 | BABA | ALIBABA GROUP HLDG LTD | 519K | $50M | 3.5% | NEW |
| 9 | PTON | PELOTON INTERACTIVE INC | 7.73M | $46M | 3.2% | +24% |
| 10 | CARS | CARS COM INC | 4.01M | $44M | 3.1% | +1% |
§ 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 $1.4 billion in assets. The fund runs a portfolio of 72 positions.
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