Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pale Fire Capital SE (CIK 1922318) reported $1.14B across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BTG ($315.9M, 27.76%), DOLE ($134.7M, 11.84%), GRPN ($121.2M, 10.65%), ZD ($116.8M, 10.26%), PHR ($72.5M, 6.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BTG | B2GOLD CORP | $315.9M | 27.76% | 69.7M | Added |
| 2 | DOLE | DOLE PLC | $134.7M | 11.84% | 9.4M | Added |
| 3 | GRPN | GROUPON INC | $121.2M | 10.65% | 10.2M | Hold |
| 4 | ZD | ZIFF DAVIS INC | $116.8M | 10.26% | 2.8M | Added |
| 5 | PHR | PHREESIA INC | $72.5M | 6.37% | 8.6M | New |
| 6 | COUR | COURSERA INC | $61.2M | 5.38% | 10.5M | New |
| 7 | LSPD | LIGHTSPEED COMMERCE INC | $49.5M | 4.35% | 5.5M | New |
| 8 | CARS | CARS COM INC | $32.1M | 2.82% | 4.0M | Added |
| 9 | IAUX | I-80 GOLD CORP | $31.7M | 2.78% | 20.8M | Added |
| 10 | ANGI | ANGI INC | $26.9M | 2.37% | 3.9M | Added |
| 11 | PTON | PELOTON INTERACTIVE INC | $26.7M | 2.35% | 6.2M | New |
| 12 | BAX | BAXTER INTL INC | $26.6M | 2.34% | 1.6M | Trimmed |
| 13 | TDOC | TELADOC HEALTH INC | $18.5M | 1.63% | 3.4M | Added |
| 14 | LQDA | LIQUIDIA CORPORATION | $14.7M | 1.29% | 388,377 | Added |
| 15 | GAU | GALIANO GOLD INC | $10.0M | 0.88% | 4.0M | Trimmed |
| 16 | MLYS | MINERALYS THERAPEUTICS INC | $9.9M | 0.87% | 365,626 | Added |
| 17 | BIGC | COMMERCE.COM INC | $7.9M | 0.69% | 3.0M | Added |
| 18 | GERN | GERON CORP | $7.3M | 0.64% | 4.9M | Added |
| 19 | KURA | KURA ONCOLOGY INC | $7.0M | 0.61% | 857,474 | Added |
| 20 | WEAV | WEAVE COMMUNICATIONS INC | $6.9M | 0.61% | 1.5M | New |
| 21 | SNDX | SYNDAX PHARMACEUTICALS INC | $6.6M | 0.58% | 284,460 | Hold |
| 22 | UDMY | UDEMY INC | $6.0M | 0.53% | 1.3M | New |
| 23 | RGNX | REGENXBIO INC | $4.1M | 0.36% | 493,726 | Trimmed |
| 24 | GUTS | FRACTYL HEALTH INC | $2.7M | 0.24% | 5.9M | Added |
| 25 | DERM | JOURNEY MED CORP | $2.3M | 0.20% | 481,987 | Added |
Source: SEC Form 13F filings · as of 2026-03-31