Pale Fire Capital SE: 13F holdings
CIK 19223182026Q2
| Positions | 72 |
|---|
| Reported value | $1.4bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 72 (+12 vs prior quarter) |
|---|
| Reported value | $1.4bn (+24.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GRPN GROUPON INC | 10,181,070 | $245.0m | 17.3% |
| BTG B2GOLD CORP | 64,560,777 | $241.5m | 17.1% |
| ZD ZIFF DAVIS INC | 2,660,554 | $139.3m | 9.9% |
| DOLE PLC | 9,427,476 | $129.3m | 9.1% |
| COUR COURSERA INC | 20,432,950 | $115.2m | 8.1% |
| PHR PHREESIA INC | 8,924,329 | $91.8m | 6.5% |
| LSPD LIGHTSPEED COMMERCE INC | 5,773,932 | $60.6m | 4.3% |
| BABA ALIBABA GROUP HLDG LTD | 518,964 | $49.8m | 3.5% |
| PTON PELOTON INTERACTIVE INC | 7,728,586 | $45.7m | 3.2% |
| CARS CARS COM INC | 4,008,218 | $43.8m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1922318")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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