Pale Fire Capital SE

CIK 0001922318 · PRAGUE, 2N · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Pale Fire Capital SE reported 72 positions worth $1.41B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: GRPN (17.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.41B
2026 Q2
Positions
72
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
82.2%
Est. Net Flow (Q)
2026 Q2
10 / 72 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GRPNGROUPON INCSH$245.0M17.32%10,181,070
2BTGB2GOLD CORPSH$241.5M17.07%64,560,777
3ZDZIFF DAVIS INCSH$139.3M9.85%2,660,554
4DOLEDOLE PLCSH$129.3M9.15%9,427,476
5COURCOURSERA INCSH$115.2M8.15%20,432,950
6PHRPHREESIA INCSH$91.8M6.49%8,924,329
7LSPDLIGHTSPEED COMMERCE INCSH$60.6M4.28%5,773,932
8BABAALIBABA GROUP HLDG LTDSH$49.8M3.52%518,964
9PTONPELOTON INTERACTIVE INCSH$45.7M3.23%7,728,586
10CARSCARS COM INCSH$43.8M3.10%4,008,218

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Pale Fire Capital SE hold as of Q2 2026?

Pale Fire Capital SE reported 72 positions worth $1.41B in its Q2 2026 13F filing. Largest positions: GRPN (17.3%), BTG (17.1%), ZD (9.9%), DOLE (9.1%) and COUR (8.1%).

What did Pale Fire Capital SE buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Pale Fire Capital SE sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.