PALE FIRE CAPITAL SE
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COUR | 10.51M | $61.18M |
 | GRPN | 10.18M | $121.15M |
 | DOLE | 9.43M | $134.72M |
 | PHR | 8.65M | $72.48M |
 | PTON | 6.23M | $26.75M |
 | GUTS | 5.92M | $2.71M |
 | LSPD | 5.52M | $49.50M |
 | GERN | 4.89M | $7.28M |
 | CARS | 3.96M | $32.13M |
 | ANGI | 3.93M | $26.92M |
 | TDOC | 3.40M | $18.52M |
 | ZD | 2.78M | $116.79M |
 | HRTX | 2.72M | $2.17M |
 | BAX | 1.58M | $26.59M |
 | WEAV | 1.49M | $6.90M |
UDEMY INC | UDMY | 1.31M | $6.04M |
 | KURA | 857K | $6.97M |
 | RGNX | 494K | $4.14M |
 | DERM | 482K | $2.26M |
 | EXFY | 481K | $418.47K |
Coursera, Inc.
COUR
Shares Held
10.51M
Value
$61.18M
Groupon, Inc.
GRPN
Shares Held
10.18M
Value
$121.15M
Dole plc
DOLE
Shares Held
9.43M
Value
$134.72M
Phreesia, Inc.
PHR
Shares Held
8.65M
Value
$72.48M
Peloton Interactive, Inc.
PTON
Shares Held
6.23M
Value
$26.75M
Fractyl Health, Inc. Common Stock
GUTS
Shares Held
5.92M
Value
$2.71M
Lightspeed Commerce Inc.
LSPD
Shares Held
5.52M
Value
$49.50M
Geron Corporation
GERN
Shares Held
4.89M
Value
$7.28M
Cars.com Inc.
CARS
Shares Held
3.96M
Value
$32.13M
Angi Inc.
ANGI
Shares Held
3.93M
Value
$26.92M
Teladoc Health, Inc.
TDOC
Shares Held
3.40M
Value
$18.52M
Ziff Davis, Inc.
ZD
Shares Held
2.78M
Value
$116.79M
Heron Therapeutics, Inc.
HRTX
Shares Held
2.72M
Value
$2.17M
Baxter International Inc.
BAX
Shares Held
1.58M
Value
$26.59M
Weave Communications, Inc.
WEAV
Shares Held
1.49M
Value
$6.90M
UDEMY INC
UDMY
Shares Held
1.31M
Value
$6.04M
Kura Oncology, Inc.
KURA
Shares Held
857K
Value
$6.97M
REGENXBIO Inc.
RGNX
Shares Held
494K
Value
$4.14M
Journey Medical Corporation
DERM
Shares Held
482K
Value
$2.26M
Expensify, Inc.
EXFY
Shares Held
481K
Value
$418.47K