account_balance
Investment manager · 13F filer · SEC CIK 1922318
Pale Fire Capital SE
Reported value$1.41Bas of Jun 30, 2026
Positions71 24 new, 13 sold out
Top 10 weight82.7%GRPN alone is 17%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GRPNGroupon Inc
17.4%
BTGB2gold Corp
17.2%Trimmed −7%
ZDZiff Davis Inc
9.9%Trimmed −4%
DOLEDole PLC
9.2%
COURCoursera Inc
8.2%Added +94%
PHRPhreesia Inc
6.5%Added +3%
LSPDLightspeed Commerce Inc
4.3%Added +5%
BABAAlibaba Group HLDG Ltd
3.5%New
PTONPeloton Interactive Inc
3.2%Added +24%
CARS3.1%IAUXI-80 Gold Corp
1.9%Trimmed −10%
T1.7%GRPNGroupon Inc
17.4%
BTGB2gold Corp
17.2%Trimmed −7%
ZD9.9%DOLE9.2%COUR8.2%PHR6.5%LSPD4.3%BABA3.5%PTON3.2%CARS3.1%IAUX1.9%T1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GRPN Groupon Inc 17.4% HeldBTG B2gold Corp 17.2% Trimmed −7%ZD Ziff Davis Inc 9.9% Trimmed −4%DOLE Dole PLC 9.2% HeldCOUR Coursera Inc 8.2% Added +94%PHR Phreesia Inc 6.5% Added +3%LSPD Lightspeed Commerce Inc 4.3% Added +5%BABA Alibaba Group HLDG Ltd 3.5% NewPTON Peloton Interactive Inc 3.2% Added +24%CARS Cars Com Inc 3.1% HeldIAUX I-80 Gold Corp 1.9% Trimmed −10%T AT&T Inc 1.7% New
What changed