Pale Fire Capital portfolio: what Pale Fire Capital SE holds
A Czech investment company that files 13F reports with the SEC and holds mainly US stocks.
Stock portfolio value
$1.4B
Stock positions
71
Report date
30 June 2026
Filed
13 August 2026
Largest positions
| # | Company | Weight | Value | Last quarter |
|---|---|---|---|---|
| 1 | Groupon IncGRPN | 17.3% | $245.0M | — |
| 2 | B2gold CorpBTG | 17.1% | $241.5M | Trimmed -7% |
| 3 | Ziff Davis IncZD | 9.9% | $139.3M | Trimmed -4% |
| 4 | Dole Plc | 9.1% | $129.3M | — |
| 5 | Coursera IncCOUR | 8.1% | $115.2M | Added +94% |
| 6 | Phreesia IncPHR | 6.5% | $91.8M | Added +3% |
| 7 | Lightspeed Commerce IncLSPD | 4.3% | $60.6M | Added +5% |
| 8 | Alibaba Group Hldg LtdBABA | 3.5% | $49.8M | New |
| 9 | Peloton Interactive IncPTON | 3.2% | $45.7M | Added +24% |
| 10 | Cars Com IncCARS | 3.1% | $43.8M | Added +1% |
| 11 | I-80 Gold CorpIAUX | 1.9% | $27.1M | Trimmed -10% |
| 12 | At&T IncT | 1.7% | $23.6M | New |
| 13 | Angi IncANGI | 1.7% | $23.4M | — |
| 14 | Teladoc Health IncTDOC | 1.2% | $16.7M | Trimmed -42% |
| 15 | Mineralys Therapeutics IncMLYS | 1.2% | $16.6M | Added +68% |
| 16 | Oracle CorpORCL | 1.1% | $14.9M | New |
| 17 | Cargurus IncCARG | 0.9% | $13.1M | New |
| 18 | Godaddy IncGDDY | 0.8% | $10.8M | New |
| 19 | Nu Hldgs Ltd | 0.7% | $9.8M | New |
| 20 | Galiano Gold IncGAU | 0.7% | $9.4M | Added +26% |
New positions last quarter
- Alibaba Group Hldg Ltd$49.8M
- At&T Inc$23.6M
- Oracle Corp$14.9M
- Cargurus Inc$13.1M
- Godaddy Inc$10.8M
- Nu Hldgs Ltd$9.8M
- Tencent Music Entmt Group$9.1M
- Docusign Inc$4.8M
- Integra Res Corp$2.4M
- Phathom Pharmaceuticals Inc$539,386
Positions sold
- Baxter Intl Inc$26.6M
- Udemy Inc$6.0M
- Iac Inc$2.2M
- X4 Pharmaceuticals Inc$692,147
- Agios Pharmaceuticals Inc$461,780
- Sm Energy Company$458,346
- Kosmos Energy Ltd$403,100
- Soleno Therapeutics Inc$282,906
- Marex Group Plc$239,305
- Fulcrum Therapeutics Inc$200,187
Source: SEC filing. Values count stock positions only; options are left out of the totals and tables.
How to use this page
A 13F filing shows what a manager held on the last day of a quarter, published up to 45 days later. It is a snapshot, not a trading signal: the manager may already have bought or sold since. Learn more in How to read 13F filings.
For information only, not investment advice. 13F filings are delayed by up to 45 days and do not show cash, bonds, short positions or non-US stocks.