Pale Fire Capital SE
Top Portfolio Positions
60 positions ·
$1,212,915,862 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BTG |
B2gold Corp
Basic Materials
|
69,740,133 | $315,922,802 | 26.05% | |
| PHR |
Phreesia, Inc.
Healthcare
|
17,573,658 | $147,267,254 | 12.14% | |
| DOLE |
Dole plc
Consumer Defensive
|
9,427,476 | $134,718,632 | 11.11% | |
| GRPN |
Groupon, Inc.
Communication Services
|
10,181,070 | $121,154,733 | 9.99% | |
| ZD |
Ziff Davis, Inc.
Communication Services
|
2,783,366 | $116,790,037 | 9.63% | |
| COUR |
Coursera, Inc.
Consumer Defensive
|
10,511,603 | $61,177,529 | 5.04% | |
| LSPD |
Lightspeed Commerce Inc.
Technology
|
5,524,591 | $49,500,335 | 4.08% | |
| CARS |
Cars.com Inc.
Communication Services
|
3,956,618 | $32,127,738 | 2.65% | |
| IAUX |
i-80 Gold Corp.
Basic Materials
|
20,843,056 | $31,681,445 | 2.61% | |
| ANGI |
Angi Inc.
Communication Services
|
3,930,416 | $26,923,349 | 2.22% |
Portfolio Trend
14 quarters · across all stocks
Holdings in ZD
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $116,790,037 | 2,783,366 | Shares | Defined | 2026-05-14 | |
| 2026-02-24 | $68,867,651 | 2,597,799 | Shares | Sole | 2026-03-03 | |
| 2025-12-31 | $42,529,812 | 1,209,952 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $15,309,532 | 401,825 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $10,379,128 | 342,885 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $9,369,633 | 249,325 | Shares | Defined | 2025-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||