Pale Fire Capital SE
CIK 1922318
13F filing for Q2 2026・No. 2,070
- Holdings
- US$1.41B
- Quarter change
- +US$276.08M
- Entries
- 72
- Net bought (estimate)
- +US$101.84M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 24
- Sold out 13
- Cut 11
- Added 20
- Corporate actions 0
- Unchanged 16
Largest holdings
71 stocks worth US$1.41B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GROUPON INCCOM NEW | Unchanged | 10,181,070 | US$244.96M | 17.42% |
| BTGB2GOLD CORPCOM | Cut | 64,560,777 | US$241.46M | 17.17% |
| ZDZIFF DAVIS INCCOM | Cut | 2,660,554 | US$139.33M | 9.91% |
| DOLE PLCORD SHS | Unchanged | 9,427,476 | US$129.34M | 9.20% |
| COURCOURSERA INCCOM | Added | 20,432,950 | US$115.24M | 8.20% |
| PHRPHREESIA INCCOM | Added | 8,924,329 | US$91.83M | 6.53% |
| LIGHTSPEED COMMERCE INCSUB VTG SHS | Added | 5,773,932 | US$60.57M | 4.31% |
| BABAALIBABA GROUP HLDG LTDSPONSORED ADS | New | 518,964 | US$49.81M | 3.54% |
| PTONPELOTON INTERACTIVE INCCL A COM | Added | 7,728,586 | US$45.68M | 3.25% |
| CARS COM INCCOM | Added | 4,008,218 | US$43.85M | 3.12% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.