PALE FIRE CAPITAL SE

PrivateCIK: 1922318
Location

PRAGUE, 2N

60
Positions
$1.14B
Total AUM (reported)
185.27M
Total Shares

Allocation by class

TOTAL AUM$1.14B60 positions
COM$746.03M65.5%
COM NEW$141.21M12.4%
ORD SHS$134.72M11.8%
SUB VTG SHS$49.50M4.3%
CL A NEW$26.92M2.4%
CL A COM$26.75M2.4%
COM SER 1$7.88M0.7%

Portfolio Concentration

Top 350.2%4–1034.3%11–2513.8%Rest1.6%TOP 1084.6%0%100%
Top 3$571.80M50.2%
4–10$390.68M34.3%
11–25$157.29M13.8%
Rest$18.36M1.6%

Top 3 weight

50.2%

Top 10 weight

84.6%

Voting Authority Distribution

Total shares with voting rights: 185.27M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

185.27M

shares

% of voting shares100.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other60
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings60
Rows:

B2GOLD CORP

DFND
COM
Shares69.74M
TypeSH
Market value$315.92M
27.76%
Sole
0.00
Shared
69.74M
None
0.00

DOLE PLC

DFND
ORD SHS
Shares9.43M
TypeSH
Market value$134.72M
11.84%
Sole
0.00
Shared
9.43M
None
0.00

GROUPON INC

DFND
COM NEW
Shares10.18M
TypeSH
Market value$121.15M
10.65%
Sole
0.00
Shared
10.18M
None
0.00

ZIFF DAVIS INC

DFND
COM
Shares2.78M
TypeSH
Market value$116.79M
10.26%
Sole
0.00
Shared
2.78M
None
0.00

PHREESIA INC

DFND
COM
Shares8.65M
TypeSH
Market value$72.48M
6.37%
Sole
0.00
Shared
8.65M
None
0.00

COURSERA INC

DFND
COM
Shares10.51M
TypeSH
Market value$61.18M
5.38%
Sole
0.00
Shared
10.51M
None
0.00

LIGHTSPEED COMMERCE INC

DFND
SUB VTG SHS
Shares5.52M
TypeSH
Market value$49.50M
4.35%
Sole
0.00
Shared
5.52M
None
0.00

CARS COM INC

DFND
COM
Shares3.96M
TypeSH
Market value$32.13M
2.82%
Sole
0.00
Shared
3.96M
None
0.00

I-80 GOLD CORP

DFND
COM
Shares20.84M
TypeSH
Market value$31.68M
2.78%
Sole
0.00
Shared
20.84M
None
0.00

ANGI INC

DFND
CL A NEW
Shares3.93M
TypeSH
Market value$26.92M
2.37%
Sole
0.00
Shared
3.93M
None
0.00

PELOTON INTERACTIVE INC

DFND
CL A COM
Shares6.23M
TypeSH
Market value$26.75M
2.35%
Sole
0.00
Shared
6.23M
None
0.00

BAXTER INTL INC

DFND
COM
Shares1.58M
TypeSH
Market value$26.59M
2.34%
Sole
0.00
Shared
1.58M
None
0.00

TELADOC HEALTH INC

DFND
COM
Shares3.40M
TypeSH
Market value$18.52M
1.63%
Sole
0.00
Shared
3.40M
None
0.00

LIQUIDIA CORPORATION

DFND
COM NEW
Shares388.38K
TypeSH
Market value$14.66M
1.29%
Sole
0.00
Shared
388.38K
None
0.00

GALIANO GOLD INC

DFND
COM
Shares4M
TypeSH
Market value$10.04M
0.88%
Sole
0.00
Shared
4M
None
0.00

MINERALYS THERAPEUTICS INC

DFND
COM
Shares365.63K
TypeSH
Market value$9.90M
0.87%
Sole
0.00
Shared
365.63K
None
0.00

COMMERCE.COM INC

DFND
COM SER 1
Shares2.95M
TypeSH
Market value$7.88M
0.69%
Sole
0.00
Shared
2.95M
None
0.00

GERON CORP

DFND
COM
Shares4.89M
TypeSH
Market value$7.28M
0.64%
Sole
0.00
Shared
4.89M
None
0.00

KURA ONCOLOGY INC

DFND
COM
Shares857.47K
TypeSH
Market value$6.97M
0.61%
Sole
0.00
Shared
857.47K
None
0.00

WEAVE COMMUNICATIONS INC

DFND
COM
Shares1.49M
TypeSH
Market value$6.90M
0.61%
Sole
0.00
Shared
1.49M
None
0.00

SYNDAX PHARMACEUTICALS INC

DFND
COM
Shares284.46K
TypeSH
Market value$6.64M
0.58%
Sole
0.00
Shared
284.46K
None
0.00

UDEMY INC

DFND
COM
Shares1.31M
TypeSH
Market value$6.04M
0.53%
Sole
0.00
Shared
1.31M
None
0.00

REGENXBIO INC

DFND
COM
Shares493.73K
TypeSH
Market value$4.14M
0.36%
Sole
0.00
Shared
493.73K
None
0.00

FRACTYL HEALTH INC

DFND
COM
Shares5.92M
TypeSH
Market value$2.71M
0.24%
Sole
0.00
Shared
5.92M
None
0.00

JOURNEY MED CORP

DFND
COM
Shares481.99K
TypeSH
Market value$2.26M
0.20%
Sole
0.00
Shared
481.99K
None
0.00
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