Fund HoldingsPale Fire Capital SE

Total Portfolio Value
$958.32M
Total Bought
$143.02M
Total Sold
$181.87M
Net Transaction
-$38.84M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
GROUPON INC(GRPN)10,181,07010,181,0700191,099340,55735.54%+149,458
B2GOLD CORP(BTG)64,838,40965,760,909+922,500184,789237,39724.77%+52,607
TEVA PHARMACEUTICAL INDS LTD(TEVA)01,050,649+1,050,649017,6091.84%+17,609
SPROTT PHYSICAL PLAT PALLAD01,172,523+1,172,523013,7541.44%+13,754
MATCH GROUP INC NEW(MTCH)0416,533+416,533012,8671.34%+12,867
ANGI INC452,3811,292,517+840,1366,97119,7242.06%+12,753
IAMGOLD CORP(IAG)01,321,068+1,321,06809,7101.01%+9,710
NVIDIA CORPORATION(NVDA)(Put)103,000103,000011,16316,273+5,110
NEW GOLD INC CDA6,447,3525,630,478-816,87423,92027,8712.91%+3,951
HECLA MNG CO(HL)7,438,8187,438,818041,36044,5594.65%+3,199
GALIANO GOLD INC3,596,0976,011,627+2,415,5304,4597,6350.80%+3,176
CENTERRA GOLD INC(CGAU)3,467,2983,467,298022,01724,9992.61%+2,982
I-80 GOLD CORP(IAUX)16,981,09521,263,656+4,282,5619,88012,7241.33%+2,845
UNIQURE NV(QURE)462,359529,798+67,4394,9017,3850.77%+2,484
ATAI LIFE SCIENCES NV2,592,5842,640,384+47,8003,5265,7820.60%+2,257
BURFORD CAP LTD
ORD SHS
0128,054+128,05401,8260.19%+1,826
OCULAR THERAPEUTIX INC(OCUL)439,387530,135+90,7483,2214,9200.51%+1,699
AQUESTIVE THERAPEUTICS INC1,335,6841,676,451+340,7673,8735,5490.58%+1,676
PAN AMERN SILVER CORP(PAAS)649,493649,493016,77618,4461.92%+1,669
SHUTTERSTOCK INC80,218154,278+74,0601,4942,9250.31%+1,431
LIQUIDIA CORPORATION(LQDA)085,700+85,70001,0680.11%+1,068
ZIFF DAVIS INC(ZD)249,325342,885+93,5609,37010,3791.08%+1,009
TSAKOS ENERGY NAVIGATION LTD(TEN)353,057360,433+7,3766,0236,9170.72%+894
ADECOAGRO S A
COM
084,637+84,63707740.08%+774
INTERNATIONAL SEAWAYS INC(INSW)276,626269,133-7,4939,1849,8181.02%+634
CARIBOU BIOSCIENCES INC786,722775,055-11,6677189770.10%+258
QUIPT HOME MEDICAL CORP246,496460,303+213,8075748240.09%+250
LIFECORE BIOMEDICAL INC030,686+30,68602490.03%+249
CYBIN INC112,805112,80507159460.10%+231
SCPHARMACEUTICALS INC057,128+57,12802180.02%+218
NOBLE CORP PLC(NE)08,000+8,00002120.02%+212
ULTRAGENYX PHARMACEUTICAL IN(RARE)05,600+5,60002040.02%+204
PERMA-FIX ENVIRONMENTAL SVCS10,08025,689+15,609732700.03%+197
MCEWEN INC.(MUX)012,350+12,35001190.01%+119
KURA ONCOLOGY INC(KURA)020,100+20,10001160.01%+116
X4 PHARMACEUTICALS INC060,051+60,05101140.01%+114
NUVATION BIO INC(NUVB)45,64295,642+50,000801870.02%+106
REZOLUTE INC47,12249,122+2,0001372190.02%+82
89BIO INC24,77826,578+1,8001802610.03%+81
JOURNEY MED CORP27,27432,458+5,1841612330.02%+72
ARROWHEAD PHARMACEUTICALS IN(ARWR)12,22113,571+1,3501562140.02%+59
HARROW INC(HROW)8,1338,683+5502162650.03%+49
LEXEO THERAPEUTICS INC18,90027,650+8,750661110.01%+46
VIZSLA SILVER CORP(VZLA)30,90038,800+7,900701140.01%+44
REGENXBIO INC25,84627,846+2,0001852290.02%+44
CELCUITY INC(CELC)17,64015,940-1,7001782130.02%+34
IMMATICS N.V(IMTX)34,27034,27001551840.02%+30
LARIMAR THERAPEUTICS INC37,51837,5180811080.01%+28
ASP ISOTOPES INC10,70010,300-40050760.01%+26
AG MTG INVT TR INC51,20251,20203743870.04%+13
NEW PAC METALS CORP73,43067,630-5,80081910.01%+9
OSISKO DEVELOPMENT CORP65,26549,065-16,200971050.01%+8
CREATIVE MEDIA & CMNTY TR39,6800-39,680100-10
ENGENE HOLDINGS INC
COM
17,25417,254077630.01%-14
DAY ONE BIOPHARMACEUTICALS I
COM
31,69334,843+3,1502512260.02%-25
SAGIMET BIOSCIENCES INC10,9890-10,989360-36
BUMBLE INC10,0000-10,000430-43
TSCAN THERAPEUTICS INC47,7340-47,734660-66
COURSERA INC(COUR)10,0000-10,000670-67
CLEVELAND-CLIFFS INC NEW(CLF)10,0000-10,000820-82
IOVANCE BIOTHERAPEUTICS INC(IOVA)42,8970-42,8971430-143
VERVE THERAPEUTICS INC34,5000-34,5001580-158
NEW YORK MTG TR INC27,3010-27,3011770-177
UROGEN PHARMA LTD(URGN)20,8930-20,8932310-231
TALOS ENERGY INC(TALO)103,23687,994-15,2421,0037460.08%-257
TRIPLE FLAG PRECIOUS METAL(TFPM)14,5200-14,5202780-278
MINERALYS THERAPEUTICS INC(MLYS)399,498446,626+47,1286,3446,0430.63%-301
INOZYME PHARMA INC440,8070-440,8074010-401
X4 PHARMACEUTICALS INC2,035,3620-2,035,3624810-481
ADVERUM BIOTECHNOLOGIES INC368,267358,724-9,5431,6097710.08%-838
CHIMERA INVT CORP(CIM)207,620107,708-99,9122,6641,4940.16%-1,170
NAVIOS MARITIME PARTNERS L P(NMM)34,0110-34,0111,3340-1,334
UBER TECHNOLOGIES INC(UBER)30,0000-30,0002,1860-2,186
DOLE PLC(DOLE)6,269,9396,174,540-95,39990,60186,3829.01%-4,219
COEUR MNG INC(CDE)4,922,8661,146,022-3,776,84429,14310,1541.06%-18,990
BARRICK GOLD CORP7,498,9760-7,498,976145,7800-145,780
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