Fund HoldingsPale Fire Capital SE

Total Portfolio Value
$1.41B
Total Bought
$270.21M
Total Sold
$170.07M
Net Transaction
+$100.14M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
GROUPON INC(GRPN)10,181,07010,181,0700121,155244,95717.42%+123,802
COURSERA INC(COUR)10,511,60320,432,950+9,921,34761,178115,2428.20%+54,064
ALIBABA GROUP HLDG LTD(BABA)0518,964+518,964049,8103.54%+49,810
AT&T INC(T)01,140,000+1,140,000023,5981.68%+23,598
ZIFF DAVIS INC(ZD)2,783,3662,660,554-122,812116,790139,3339.91%+22,543
PHREESIA INC(PHR)8,649,3298,924,329+275,00072,48191,8316.53%+19,350
PELOTON INTERACTIVE INC(PTON)6,234,5777,728,586+1,494,00926,74645,6763.25%+18,930
ORACLE CORP(ORCL)0102,000+102,000014,9481.06%+14,948
CARGURUS INC(CARG)0384,626+384,626013,1120.93%+13,112
CARS COM INC3,956,6184,008,218+51,60032,12843,8503.12%+11,722
LIGHTSPEED COMMERCE INC(LSPD)5,524,5915,773,932+249,34149,50060,5694.31%+11,068
GODADDY INC(GDDY)0127,179+127,179010,7950.77%+10,795
NU HLDGS LTD(NU)0735,954+735,95409,8320.70%+9,832
TENCENT MUSIC ENTMT GROUP(TME)01,094,729+1,094,72909,1410.65%+9,141
MINERALYS THERAPEUTICS INC(MLYS)365,626614,284+248,6589,90516,5731.18%+6,669
DOCUSIGN INC(DOCU)0108,000+108,00004,7970.34%+4,797
INTEGRA RES CORP(ITRG)01,054,986+1,054,98602,3950.17%+2,395
WEAVE COMMUNICATIONS INC(WEAV)1,492,8061,492,80606,8978,9420.64%+2,045
JOURNEY MED CORP(DERM)481,987528,584+46,5972,2613,7420.27%+1,482
REGENXBIO INC(RGNX)493,726466,209-27,5174,1375,5850.40%+1,448
DOUBLEVERIFY HLDGS INC(DV)110,500220,336+109,8361,0502,3880.17%+1,339
FRACTYL HEALTH INC(GUTS)5,921,0455,003,237-917,8082,7113,9750.28%+1,264
COMMERCE.COM INC(CMRC)2,952,0943,054,890+102,7967,8829,0420.64%+1,160
SPROUT SOCIAL INC(SPT)343,841343,84101,9602,5960.18%+636
SAGIMET BIOSCIENCES INC(SGMT)221,875221,87501,1591,7150.12%+556
PHATHOM PHARMACEUTICALS INC(PHAT)049,713+49,71305390.04%+539
SLM CORP(SLM)017,300+17,30004490.03%+449
TENET HEALTHCARE CORP(THC)02,000+2,00003740.03%+374
GEOPARK LTD(GPRK)21,50063,300+41,8002045760.04%+372
GLOBAL PMTS INC(GPN)05,050+5,05003660.03%+366
NEUROGENE INC(NGNE)09,460+9,46002980.02%+298
PARKE BANCORP INC(PKBK)08,620+8,62002860.02%+286
CYBIN INC(HELP)153,505153,50507371,0150.07%+278
PERMA-FIX ENVIRONMENTAL SVCS(PESI)48,62655,627+7,0015207950.06%+275
NEKTAR THERAPEUTICS(NKTR)03,350+3,35002340.02%+234
TARSUS PHARMACEUTICALS INC(TARS)5,6529,802+4,1503966170.04%+220
SPRUCE BIOSCIENCES INC03,818+3,81802060.01%+206
ULTRAGENYX PHARMACEUTICAL IN(RARE)16,51416,51403465510.04%+205
RAPID7 INC(RPD)79,24979,24904376420.05%+205
ABEONA THERAPEUTICS INC(ABEO)69,84581,945+12,1003135060.04%+194
RIGEL PHARMACEUTICALS INC(RIGL)14,25214,25203855580.04%+172
PRIORITY TECHNOLOGY HLDGS IN(PRTH)025,000+25,00001670.01%+167
KALARIS THERAPEUTICS INC(KLRS)039,626+39,62601610.01%+161
HARROW INC(HROW)8,51510,515+2,0003004470.03%+146
DELCATH SYS INC(DCTH)40,08540,08503725050.04%+133
LARIMAR THERAPEUTICS INC(LRMR)043,000+43,00001310.01%+131
ARVINAS INC(ARVN)011,951+11,9510990.01%+99
PELTHOS THERAPEUTICS INC(PTHS)12,91912,91902713650.03%+94
MERLIN INC(MRLN)016,000+16,0000910.01%+91
CYTOMX THERAPEUTICS INC.(CTMX)022,900+22,9000860.01%+86
ONITY GROUP INC(ONIT)9,83311,833+2,0003864700.03%+84
NORTHPOINTE BANCSHARES INC.(NPB)10,25813,258+3,0001772540.02%+77
KASPI KZ JSC(KSPI)3,6003,60002673120.02%+45
PALISADE BIO INC(PALI)111,410111,41001952330.02%+38
CORBUS PHARMACEUTICALS HLDGS(CRBP)21,35024,301+2,9512002280.02%+27
CULLINAN THERAPEUTICS INC(CGEM)14,21812,418-1,8002022260.02%+24
TOAST INC(TOST)10,00010,00002652780.02%+13
CONTEXT THERAPEUTICS INC(CNTX)011,796+11,796070.00%+7
RELMADA THERAPEUTICS INC(RLMD)31,65031,65002202190.02%-1
IMMATICS N.V(IMTX)16,2720-16,2721600-160
ENGENE HOLDINGS INC
COM
24,0040-24,0041630-163
GRACE THERAPEUTICS INC(GRCE)37,7620-37,7621750-175
EXPENSIFY INC(EXFY)481,051134,409-346,6424182410.02%-178
FULCRUM THERAPEUTICS INC(FULC)26,1000-26,1002000-200
MAREX GROUP PLC(MRX)5,3680-5,3682390-239
SOLENO THERAPEUTICS INC8,4500-8,4502830-283
KOSMOS ENERGY LTD(KOS)145,0000-145,0004030-403
SM ENERGY COMPANY(SM)14,7000-14,7004580-458
AGIOS PHARMACEUTICALS INC(AGIO)13,6500-13,6504620-462
GERON CORP(GERN)4,888,3045,307,204+418,9007,2846,7930.48%-490
GALIANO GOLD INC(GAU)4,000,0005,036,654+1,036,65410,0409,4190.67%-621
X4 PHARMACEUTICALS INC(XFOR)167,5900-167,5906920-692
HERON THERAPEUTICS INC(HRTX)2,716,3282,511,478-204,8502,1731,0720.08%-1,101
TELADOC HEALTH INC(TDOC)3,398,4911,973,762-1,424,72918,52216,7381.19%-1,784
IAC INC(PPLI)54,2810-54,2812,1730-2,173
ANGI INC(ANGI)3,930,4163,930,416026,92323,3861.66%-3,537
SYNDAX PHARMACEUTICALS INC(SNDX)284,460125,550-158,9106,6452,7450.20%-3,900
I-80 GOLD CORP(IAUX)20,843,05618,809,579-2,033,47731,68127,0861.93%-4,596
DOLE PLC(DOLE)9,427,4769,427,4760134,719129,3459.20%-5,374
UDEMY INC1,307,1410-1,307,1416,0390-6,039
KURA ONCOLOGY INC(KURA)857,47456,600-800,8746,9716210.04%-6,350
LIQUIDIA CORPORATION(LQDA)388,3773,479-384,89814,6572770.02%-14,380
BAXTER INTL INC1,582,7430-1,582,74326,5900-26,590
B2GOLD CORP(BTG)69,740,13364,560,777-5,179,356315,923241,45717.17%-74,465
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Pale Fire Capital SE — 13F Holdings — Q2 2026 | TickerTrail