Institutional Fund
Pale Fire Capital Se
Prague, Czech RepublicCIK 19223185 filings on record
Portfolio Value
$1.14B
Q1 2026
Holdings
60
Reported positions
New Buys
21
Opened this quarter
QoQ Change
+46.7%
from $775.80M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- B2gold Corp27.8%
- Dole PLC11.8%
- Groupon Inc10.6%
- Ziff Davis Inc10.3%
- Phreesia Inc6.4%
- Coursera Inc5.4%
- Other27.8%
Portfolio Holdings
60 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | B2gold Corp | 69.74M | $315.92M | 27.8% | +30.43M | Added |
| 2 | Dole PLC | 9.43M | $134.72M | 11.8% | +54.7K | Added |
| 3 | Groupon Inc | 10.18M | $121.15M | 10.6% | 0 | Held |
| 4 | Ziff Davis Inc | 2.78M | $116.79M | 10.3% | +1.57M | Added |
| 5 | Phreesia Inc | 8.65M | $72.48M | 6.4% | +8.65M | New |
| 6 | Coursera Inc | 10.51M | $61.18M | 5.4% | +10.51M | New |
| 7 | Lightspeed Commerce Inc | 5.52M | $49.50M | 4.3% | +5.52M | New |
| 8 | Cars Com Inc | 3.96M | $32.13M | 2.8% | +3.30M | Added |
| 9 | I-80 Gold Corp | 20.84M | $31.68M | 2.8% | +174.7K | Added |
| 10 | Angi Inc | 3.93M | $26.92M | 2.4% | +1.78M | Added |
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