Pale Fire Capital SE — 13F holdings

Pale Fire Capital SE reported 72 holdings worth $1.41B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. GRPN GROUPON INC — $245M (17.3%)
  2. BTG B2GOLD CORP — $241M (17.1%)
  3. ZD ZIFF DAVIS INC — $139M (9.9%)
  4. DOLE DOLE PLC — $129M (9.1%)
  5. COUR COURSERA INC — $115M (8.1%)
  6. PHR PHREESIA INC — $91.8M (6.5%)
  7. LSPD LIGHTSPEED COMMERCE INC — $60.6M (4.3%)
  8. BABA ALIBABA GROUP HLDG LTD — $49.8M (3.5%)
  9. PTON PELOTON INTERACTIVE INC — $45.7M (3.2%)
  10. CARS CARS COM INC — $43.8M (3.1%)