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Pale Fire Capital SE
inwestor instytucjonalny · portfel $1.41 mld · 72 pozycji · raport na 30.06.2026
Pozycje w Akcjach raport za 30.06.2026, złożony 13.08.2026; zmiana — względem 31.03.2026 · 84
| Spółka | Akcje | Wartość | % portfela | Zmiana Kwartalna |
|---|---|---|---|---|
| Groupon Inc US:GRPN | 10 181 070 | $245 mln | 17.42% | — |
| B2Gold Corp US:BTG | 64 560 777 | $241 mln | 17.17% | −5 179 356 |
| Ziff Davis Inc US:ZD | 2 660 554 | $139 mln | 9.91% | −122 812 |
| DOLE PLC CUSIP G27907107 | 9 427 476 | $129 mln | 9.20% | — |
| Coursera, Inc. US:COUR | 20 432 950 | $115 mln | 8.20% | +9 921 347 |
| Phreesia Inc US:PHR | 8 924 329 | $91.8 mln | 6.53% | +275 000 |
| Lightspeed Commerce Inc US:LSPD | 5 773 932 | $60.6 mln | 4.31% | +249 341 |
| Alibaba Group Holding Limite… US:BABA · kwit depozytowy | 518 964 | $49.8 mln | 3.54% | nowa |
| Peloton Interactive Inc US:PTON | 7 728 586 | $45.7 mln | 3.25% | +1 494 009 |
| Cars.com Inc US:CARS | 4 008 218 | $43.8 mln | 3.12% | +51 600 |
| i-80 Gold Corp. US:IAUX | 18 809 579 | $27.1 mln | 1.93% | −2 033 477 |
| AT&T Inc. US:T | 1 140 000 | $23.6 mln | 1.68% | nowa |
| ANGI Homeservices Inc US:ANGI | 3 930 416 | $23.4 mln | 1.66% | — |
| Teladoc Health, Inc. US:TDOC | 1 973 762 | $16.7 mln | 1.19% | −1 424 729 |
| Mineralys Therapeutics, Inc. US:MLYS | 614 284 | $16.6 mln | 1.18% | +248 658 |
| Oracle Corporation US:ORCL | 102 000 | $14.9 mln | 1.06% | nowa |
| CarGurus US:CARG | 384 626 | $13.1 mln | 0.93% | nowa |
| Godaddy Inc US:GDDY | 127 179 | $10.8 mln | 0.77% | nowa |
| NU HLDGS LTD CUSIP G6683N103 | 735 954 | $9.83 mln | 0.70% | nowa |
| Galiano Gold Inc US:GAU | 5 036 654 | $9.42 mln | 0.67% | +1 036 654 |
| Tencent Music Entertainment… US:TME · kwit depozytowy | 1 094 729 | $9.14 mln | 0.65% | nowa |
| Commerce.com, Inc. US:CMRC | 3 054 890 | $9.04 mln | 0.64% | +102 796 |
| Weave Communications Inc US:WEAV | 1 492 806 | $8.94 mln | 0.64% | — |
| Geron Corporation US:GERN | 5 307 204 | $6.79 mln | 0.48% | +418 900 |
| Regenxbio Inc US:RGNX | 466 209 | $5.59 mln | 0.40% | −27 517 |
| DocuSign Inc US:DOCU | 108 000 | $4.80 mln | 0.34% | nowa |
| FRACTYL HEALTH, INC. US:GUTS | 5 003 237 | $3.97 mln | 0.28% | −917 808 |
| Journey Medical Corp US:DERM | 528 584 | $3.74 mln | 0.27% | +46 597 |
| Syndax Pharmaceuticals Inc US:SNDX | 125 550 | $2.74 mln | 0.20% | −158 910 |
| Sprout Social Inc US:SPT | 343 841 | $2.60 mln | 0.18% | — |
| Integra Resources Corp US:ITRG | 1 054 986 | $2.39 mln | 0.17% | nowa |
| DoubleVerify Holdings Inc US:DV | 220 336 | $2.39 mln | 0.17% | +109 836 |
| Sagimet Biosciences Inc. Ser… US:SGMT | 221 875 | $1.72 mln | 0.12% | — |
| Heron Therapeuti US:HRTX | 2 511 478 | $1.07 mln | 0.08% | −204 850 |
| Cybin Inc. US:HELP | 153 505 | $1.01 mln | 0.07% | — |
| Perma-Fix Environmental Svcs… US:PESI | 55 627 | $795 tys. | 0.06% | +7 001 |
| Rapid7 Inc US:RPD | 79 249 | $642 tys. | 0.05% | — |
| Kura Oncology, Inc. US:KURA | 56 600 | $621 tys. | 0.04% | −800 874 |
| Tarsus Pharmaceuticals Inc US:TARS | 9 802 | $617 tys. | 0.04% | +4 150 |
| GEOPARK LTD CUSIP G38327105 | 63 300 | $576 tys. | 0.04% | +41 800 |
| Rigel Pharmaceuticals Inc US:RIGL | 14 252 | $558 tys. | 0.04% | — |
| Ultragenyx US:RARE | 16 514 | $551 tys. | 0.04% | — |
| Phathom Pharmaceuticals Inc US:PHAT | 49 713 | $539 tys. | 0.04% | nowa |
| Abeona Therapeutics Inc US:ABEO | 81 945 | $506 tys. | 0.04% | +12 100 |
| Delcath Systems Inc US:DCTH | 40 085 | $505 tys. | 0.04% | — |
| Onity Group Inc. US:ONIT | 11 833 | $470 tys. | 0.03% | +2 000 |
| SLM Corp US:SLM | 17 300 | $449 tys. | 0.03% | nowa |
| Harrow Health Inc US:HROW | 10 515 | $447 tys. | 0.03% | +2 000 |
| Tenet Healthcare Corporation US:THC | 2 000 | $374 tys. | 0.03% | nowa |
| Global Payments Inc US:GPN | 5 050 | $366 tys. | 0.03% | nowa |
| Pelthos Therapeutics Inc. US:PTHS | 12 919 | $365 tys. | 0.03% | — |
| Joint Stock Co Kaspi.kz US:KSPI · kwit depozytowy | 3 600 | $312 tys. | 0.02% | — |
| Neurogene Inc US:NGNE | 9 460 | $298 tys. | 0.02% | nowa |
| PARKE BANCORP, INC. US:PKBK | 8 620 | $286 tys. | 0.02% | nowa |
| Toast Inc US:TOST | 10 000 | $278 tys. | 0.02% | — |
| Liquidia Technologies Inc US:LQDA | 3 479 | $277 tys. | 0.02% | −384 898 |
| Northpointe Bancshares, Inc. US:NPB | 13 258 | $254 tys. | 0.02% | +3 000 |
| Expensify Inc US:EXFY | 134 409 | $241 tys. | 0.02% | −346 642 |
| NEKTAR THERAPEUTICS US:NKTR | 3 350 | $234 tys. | 0.02% | nowa |
| Palisade Bio Inc US:PALI | 111 410 | $233 tys. | 0.02% | — |
| Corbus Pharmaceuticals Holdi… US:CRBP | 24 301 | $228 tys. | 0.02% | +2 951 |
| Cullinan Therapeutics, Inc. US:CGEM | 12 418 | $226 tys. | 0.02% | −1 800 |
| Relmada Therapeutics Inc US:RLMD | 31 650 | $219 tys. | 0.02% | — |
| Spruce Biosciences, Inc. US:SPRB | 3 818 | $206 tys. | 0.01% | nowa |
| Priority Technology Holdings… US:PRTH | 25 000 | $167 tys. | 0.01% | nowa |
| Kalaris Therapeutics, Inc. US:KLRS | 39 626 | $161 tys. | 0.01% | nowa |
| Larimar Therapeutics Inc US:LRMR | 43 000 | $131 tys. | 0.01% | nowa |
| Arvinas Inc US:ARVN | 11 951 | $99.3 tys. | 0.01% | nowa |
| Merlin, Inc. US:MRLN | 16 000 | $91.0 tys. | 0.01% | nowa |
| CytomX Therapeutics Inc US:CTMX | 22 900 | $85.9 tys. | 0.01% | nowa |
| Context Therapeutics Inc US:CNTX | 11 796 | $6.53 tys. | 0.00% | nowa |
| Agios Pharm US:AGIO | 0 (było 13 650) | — | — | sprzedana |
| Baxter International Inc US:BAX | 0 (było 1 582 743) | — | — | sprzedana |
| ENGENE HOLDINGS INC CUSIP 29286M105 | 0 (było 24 004) | — | — | sprzedana |
| Fulcrum Therapeutics Inc US:FULC | 0 (było 26 100) | — | — | sprzedana |
| People Inc US:PPLI | 0 (było 54 281) | — | — | sprzedana |
| Kosmos Energy Ltd US:KOS | 0 (było 145 000) | — | — | sprzedana |
| SM Energy Co US:SM | 0 (było 14 700) | — | — | sprzedana |
| SOLENO THERAPEUTICS INC CUSIP 834203309 | 0 (było 8 450) | — | — | sprzedana |
| UDEMY INC CUSIP 902685106 | 0 (było 1 307 141) | — | — | sprzedana |
| X4 Pharmaceuticals Inc US:XFOR | 0 (było 167 590) | — | — | sprzedana |
| MAREX GROUP PLC CUSIP G5S37H101 | 0 (było 5 368) | — | — | sprzedana |
| IMMATICS N.V CUSIP N44445109 | 0 (było 16 272) | — | — | sprzedana |
| Grace Therapeutics, Inc. US:GRCE | 0 (było 37 762) | — | — | sprzedana |
W spółkach z naszej bazy 8
| Spółka | Udział | Akcje | Data Raportu |
|---|---|---|---|
| Groupon Inc | 25.04% | 10 181 070 | 2026-06-30 |
| Cars.com Inc | 7.49% | 4 008 218 | 2026-06-30 |
| B2Gold Corp | 4.89% | 64 560 777 | 2026-06-30 |
| Lightspeed Commerce Inc | 4.33% | 5 773 932 | 2026-06-30 |
| i-80 Gold Corp. | 2.17% | 18 809 579 | 2026-06-30 |
| Galiano Gold Inc | 1.92% | 5 036 654 | 2026-06-30 |
| Peloton Interactive Inc | 1.83% | 7 728 586 | 2026-06-30 |
| Dole PLC | — | — | — |
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