Fund HoldingsPale Fire Capital SE

Total Portfolio Value
$639.39M
Total Bought
$101.34M
Total Sold
$436.25M
Net Transaction
-$334.91M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ALIBABA GROUP HLDG LTD(BABA)70,000370,000+300,0006,07228,6794.49%+22,607
ANGI INC1,317,4706,284,234+4,966,7642,60915,6482.45%+13,039
NOMAD FOODS LTD(NOMD)24,764654,836+630,07237711,0991.74%+10,723
CENTERRA GOLD INC(CGAU)146,1491,807,787+1,661,63871610,7741.69%+10,058
TELADOC HEALTH INC(TDOC)0415,797+415,79708,9601.40%+8,960
DOLE PLC(DOLE)7,487,1427,667,360+180,21886,70194,23214.74%+7,531
NAVIOS MARITIME PARTNERS L P(NMM)705,680701,463-4,21716,32219,6133.07%+3,291
CADELER A S(CDLR)0152,320+152,32002,8030.44%+2,803
CARGURUS INC(CARG)074,494+74,49401,8000.28%+1,800
DIVERSIFIED HEALTHCARE TR(DHC)351,109518,652+167,5436811,9400.30%+1,259
LIBERTY GLOBAL LTD(LBTYA)061,195+61,19501,0870.17%+1,087
EDGEWISE THERAPEUTICS INC(EWTX)15,64598,449+82,804901,0770.17%+987
CREATIVE MEDIA & CMNTY TR184,196435,472+251,2767461,6070.25%+861
TRIPADVISOR INC(TRIP)159,661159,66102,6473,4380.54%+790
INNOVIVA INC(INVA)038,400+38,40006160.10%+616
RENEW ENERGY GLOBAL PLC(RNW)10,00080,200+70,200546140.10%+560
PASSAGE BIO INC98,662581,257+482,595655870.09%+522
CRITEO S A(CRTO)017,500+17,50004430.07%+443
KINNATE BIOPHARMA INC70,174220,555+150,381985230.08%+424
KURA ONCOLOGY INC(KURA)10,05031,050+21,000924460.07%+355
DISC MEDICINE INC(IRON)06,120+6,12003530.06%+353
ATYR PHARMA INC55,857293,706+237,849884140.06%+326
REVOLUTION MEDICINES INC(RVMD)011,142+11,14203200.05%+320
ERASCA INC(ERAS)42,101186,101+144,000833960.06%+313
MINERALYS THERAPEUTICS INC(MLYS)034,743+34,74302990.05%+299
VERA THERAPEUTICS INC(VERA)016,389+16,38902520.04%+252
TERNS PHARMACEUTICALS INC15,20249,014+33,812763180.05%+242
LIQUIDIA CORPORATION(LQDA)(Call)018,800+18,8000226+226
COMPASS THERAPEUTICS INC45,155181,055+135,900892820.04%+193
PRELUDE THERAPEUTICS INC30,78163,581+32,800952710.04%+176
CARIBOU BIOSCIENCES INC028,200+28,20001620.03%+162
FORTUNA SILVER MINES INC140,000140,00003815400.08%+160
BLACK DIAMOND THERAPEUTICS I051,100+51,10001440.02%+144
COMPASS PATHWAYS PLC(CMPS)(Call)016,000+16,0000140+140
CELCUITY INC(CELC)10,40914,409+4,000952100.03%+115
CHIMERIX INC98,896211,214+112,318952030.03%+108
CUSHMAN WAKEFIELD PLC(CWK)010,000+10,00001080.02%+108
VANDA PHARMACEUTICALS INC(Call)022,100+22,100093+93
BIOATLA INC15,88348,383+32,500271190.02%+92
HUMACYTE INC(Call)032,100+32,100091+91
TSCAN THERAPEUTICS INC16,57521,573+4,998421260.02%+83
2SEVENTY BIO INC24,28840,688+16,400951740.03%+79
AVID BIOSERVICES INC(Call)011,000+11,000072+72
IOVANCE BIOTHERAPEUTICS INC(IOVA)15,10017,024+1,924691380.02%+70
UNIQURE NV(QURE)60,10065,600+5,5004034440.07%+41
DESIGN THERAPEUTICS INC010,500+10,5000280.00%+28
MERSANA THERAPEUTICS INC25,40025,400032590.01%+27
TENAYA THERAPEUTICS INC28,10028,100072910.01%+19
CYTEIR THERAPEUTICS INC57,59757,59701641750.03%+12
LARIMAR THERAPEUTICS INC12,04012,040048550.01%+7
CIDARA THERAPEUTICS INC54,35666,549+12,19351530.01%+2
GALERA THERAPEUTICS INC(GRTX)17,4000-17,40030-3
MANNKIND CORP(MNKD)(Call)22,80025,000+2,2009491-3
IGM BIOSCIENCES INC12,60111,601-1,000105960.02%-9
NGM BIOPHARMACEUTICALS INC33,80030,700-3,10036260.00%-10
ORANGE(FNCTF)251,125251,12502,8852,8700.45%-15
KEZAR LIFE SCIENCES INC68,85168,851082650.01%-17
ANTERO RESOURCES CORP(AR)10,32810,32802622340.04%-28
C4 THERAPEUTICS INC19,2000-19,200360-36
NANOSTRING TECHNOLOGIES INC36,2000-36,200620-62
RENEO PHARMACEUTICALS INC14,85130,100+15,249113480.01%-65
ACLARIS THERAPEUTICS INC13,0000-13,000890-89
ALDEYRA THERAPEUTICS INC14,7000-14,700980-98
ENETI INC13,4830-13,4831360-136
1 800 FLOWERS COM INC50,26517,572-32,6933521890.03%-162
ORIC PHARMACEUTICALS INC(ORIC)33,0550-33,0552000-200
DARLING INGREDIENTS INC(DAR)88,70088,70004,6304,4210.69%-209
CAPITAL PRODUCT PARTNERS L P229,142210,442-18,7003,2102,9880.47%-222
EQRX INC100,2000-100,2002220-222
DIAMOND OFFSHORE DRILLING IN276,695254,795-21,9004,0623,3120.52%-750
VALARIS LTD(VAL)129,084129,08409,6798,8511.38%-827
VODAFONE GROUP PLC NEW(VOD)1,281,0971,281,097012,14511,1461.74%-999
COSTAMARE INC(CMRE)112,9630-112,9631,0870-1,087
COUSINS PPTYS INC(CUZ)76,4570-76,4571,5570-1,557
FRONTIER COMMUNICATIONS PARE101,3660-101,3661,5860-1,586
ARLO TECHNOLOGIES INC(ARLO)395,026247,912-147,1144,0692,3600.37%-1,709
VIRTU FINL INC(VIRT)99,6690-99,6691,7210-1,721
OVERSEAS SHIPHOLDING GROUP I394,5780-394,5781,7320-1,732
KINROSS GOLD CORP(KGC)580,0000-580,0002,6450-2,645
IAC INC(PPLI)211,723136,954-74,76910,6697,1741.12%-3,495
TSAKOS ENERGY NAVIGATION LTD(TEN)670,766454,190-216,57613,93910,0921.58%-3,846
SCORPIO TANKERS INC(STNG)779,912622,711-157,20142,20937,8615.92%-4,348
TORM PLC(TRMD)169,6020-169,6024,6670-4,667
GLOBAL SHIP LEASE INC NEW
COM CL A
290,9310-290,9315,3360-5,336
EXPEDIA GROUP INC(EXPE)81,3130-81,3138,3810-8,381
DANAOS CORPORATION(DAC)129,6800-129,6808,5870-8,587
GROUPON INC(GRPN)6,717,0667,040,410+323,344102,90590,39914.14%-12,507
TEEKAY TANKERS LTD(TNK)518,649180,951-337,69821,5919,0421.41%-12,549
NOBLE CORP PLC(NE)513,234270,883-242,35125,99513,0462.04%-12,950
TALOS ENERGY INC(TALO)807,1840-807,18413,2700-13,270
INTERNATIONAL SEAWAYS INC(INSW)1,740,9691,282,469-458,50078,34458,3279.12%-20,017
BP PLC(BP)3,535,061357,245-3,177,816136,87812,6461.98%-124,231
SHELL PLC(SHEL)5,432,2052,317,303-3,114,902349,725152,47923.85%-197,247
Page 1 of 1