Fund HoldingsPale Fire Capital SE

Total Portfolio Value
$717.30M
Total Bought
$107.16M
Total Sold
$49.35M
Net Transaction
+$57.81M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
GROUPON INC(GRPN)7,040,41010,181,070+3,140,66090,399135,81518.93%+45,417
SHELL PLC(SHEL)2,317,3032,641,092+323,789152,479177,05924.68%+24,580
NAVIOS MARITIME PARTNERS L P(NMM)701,463701,463019,61329,8964.17%+10,283
INTERNATIONAL SEAWAYS INC(INSW)1,282,4691,282,759+29058,32768,2439.51%+9,916
CENTERRA GOLD INC(CGAU)1,807,7872,972,347+1,164,56010,77417,5672.45%+6,792
SCORPIO TANKERS INC(STNG)622,711604,673-18,03837,86143,2646.03%+5,404
KINROSS GOLD CORP(KGC)0700,000+700,00004,2910.60%+4,291
ALIBABA GROUP HLDG LTD(BABA)370,000450,000+80,00028,67932,5624.54%+3,883
TSAKOS ENERGY NAVIGATION LTD(TEN)454,190528,760+74,57010,09213,4251.87%+3,333
TELADOC HEALTH INC(TDOC)415,797767,030+351,2338,96011,5821.61%+2,622
CENOVUS ENERGY INC(CVE)0100,000+100,00001,9990.28%+1,999
DARLING INGREDIENTS INC(DAR)88,700135,076+46,3764,4216,2820.88%+1,862
TEEKAY TANKERS LTD(TNK)180,951180,95109,04210,5691.47%+1,527
VALARIS LTD(VAL)129,084130,384+1,3008,8519,8131.37%+961
HELLO GROUP INC(MOMO)0108,772+108,77206750.09%+675
VODAFONE GROUP PLC NEW(VOD)1,281,0971,282,246+1,14911,14611,4121.59%+266
CREATIVE MEDIA & CMNTY TR435,472435,47201,6071,8550.26%+248
DIAMOND OFFSHORE DRILLING IN254,795254,79503,3123,4750.48%+163
ANAVEX LIFE SCIENCES CORP(Call)023,000+23,0000117+117
REVANCE THERAPEUTICS INC(Call)020,000+20,000098+98
REVIVA PHARMACEUTCLS HLDGS I(Call)025,000+25,000095+95
ORANGE(FNCTF)251,125251,12502,8702,9560.41%+85
MANNKIND CORP(MNKD)(Call)25,00037,100+12,10091168+77
MINERALYS THERAPEUTICS INC(MLYS)34,74328,915-5,8282993730.05%+75
PUMA BIOTECHNOLOGY INC(Call)010,000+10,000053+53
X4 PHARMACEUTICALS INC038,066+38,0660530.01%+53
TSCAN THERAPEUTICS INC21,57321,57301261710.02%+46
NEW YORK CMNTY BANCORP INC011,206+11,2060360.01%+36
ANGI INC6,284,2345,985,631-298,60315,64815,6822.19%+35
LUCID GROUP INC(LCID)010,400+10,4000300.00%+30
BLACK DIAMOND THERAPEUTICS I51,10033,697-17,4031441710.02%+27
IOVANCE BIOTHERAPEUTICS INC(IOVA)17,02411,000-6,0241381630.02%+25
IGM BIOSCIENCES INC11,60111,6010961120.02%+16
CELCUITY INC(CELC)14,40910,269-4,1402102220.03%+12
CIDARA THERAPEUTICS INC66,54966,549053610.01%+8
FORTUNA SILVER MINES INC140,000140,00005405220.07%-18
HUMACYTE INC(Call)32,10022,200-9,9009169-22
NGM BIOPHARMACEUTICALS INC30,7000-30,700260-26
DESIGN THERAPEUTICS INC10,5000-10,500280-28
COMPASS THERAPEUTICS INC181,055125,968-55,0872822490.03%-33
RENEO PHARMACEUTICALS INC30,1000-30,100480-48
CARIBOU BIOSCIENCES INC28,20021,700-6,5001621120.02%-50
LARIMAR THERAPEUTICS INC12,0400-12,040550-55
MERSANA THERAPEUTICS INC25,4000-25,400590-59
KEZAR LIFE SCIENCES INC68,8510-68,851650-65
AVID BIOSERVICES INC(Call)11,0000-11,000720-71
TENAYA THERAPEUTICS INC28,1000-28,100910-91
CHIMERIX INC211,214104,796-106,4182031110.02%-92
VANDA PHARMACEUTICALS INC(Call)22,1000-22,100930-93
UNIQURE NV(QURE)65,60065,60004443410.05%-103
CUSHMAN WAKEFIELD PLC(CWK)10,0000-10,0001080-108
BIOATLA INC48,3830-48,3831190-119
PRELUDE THERAPEUTICS INC63,58131,481-32,1002711490.02%-122
COMPASS PATHWAYS PLC(CMPS)(Call)16,0000-16,0001400-140
ERASCA INC(ERAS)186,101111,906-74,1953962310.03%-166
2SEVENTY BIO INC40,6880-40,6881740-174
CYTEIR THERAPEUTICS INC57,5970-57,5971750-175
1 800 FLOWERS COM INC17,5720-17,5721890-189
RENEW ENERGY GLOBAL PLC(RNW)80,20070,451-9,7496144230.06%-192
LIQUIDIA CORPORATION(LQDA)(Call)18,8000-18,8002260-226
ANTERO RESOURCES CORP(AR)10,3280-10,3282340-234
ATYR PHARMA INC293,70691,232-202,4744141780.02%-236
VERA THERAPEUTICS INC(VERA)16,3890-16,3892520-252
TERNS PHARMACEUTICALS INC49,0140-49,0143180-318
REVOLUTION MEDICINES INC(RVMD)11,1420-11,1423200-320
DISC MEDICINE INC(IRON)6,1200-6,1203530-353
PASSAGE BIO INC581,257141,435-439,8225871910.03%-396
CRITEO S A(CRTO)17,5000-17,5004430-443
KURA ONCOLOGY INC(KURA)31,0500-31,0504460-446
KINNATE BIOPHARMA INC220,5550-220,5555230-523
INNOVIVA INC(INVA)38,4000-38,4006160-616
DIVERSIFIED HEALTHCARE TR(DHC)518,652518,65201,9401,2760.18%-664
CADELER A S(CDLR)152,320111,634-40,6862,8032,0250.28%-778
EDGEWISE THERAPEUTICS INC(EWTX)98,4490-98,4491,0770-1,077
LIBERTY GLOBAL LTD(LBTYA)61,1950-61,1951,0870-1,087
CARGURUS INC(CARG)74,4940-74,4941,8000-1,800
ARLO TECHNOLOGIES INC(ARLO)247,9120-247,9122,3600-2,360
DOLE PLC(DOLE)7,667,3607,667,360094,23291,47212.75%-2,760
NOMAD FOODS LTD(NOMD)654,836417,175-237,66111,0998,1601.14%-2,940
CAPITAL PRODUCT PARTNERS L P210,4420-210,4422,9880-2,988
TRIPADVISOR INC(TRIP)159,6610-159,6613,4380-3,438
NOBLE CORP PLC(NE)270,883186,204-84,67913,0469,0291.26%-4,017
IAC INC(PPLI)136,95456,482-80,4727,1743,0130.42%-4,161
BP PLC(BP)357,2450-357,24512,6460-12,646
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