PALE FIRE CAPITAL SE

PrivateCIK: 1922318
Location

PRAGUE, 2N

72
Positions
$1.41B
Total AUM (reported)
189.84M
Total Shares

Allocation by class

TOTAL AUM$1.41B72 positions
COM$789.30M55.8%
COM NEW$249.57M17.6%
ORD SHS$129.34M9.1%
SUB VTG SHS$60.57M4.3%
SPONSORED ADS$50.12M3.5%
CL A COM$45.68M3.2%
CL A NEW$23.39M1.7%

Portfolio Concentration

Top 344.2%4–1037.9%11–2514.7%Rest3.1%TOP 1082.2%0%100%
Top 3$625.75M44.2%
4–10$536.32M37.9%
11–25$207.69M14.7%
Rest$44.44M3.1%

Top 3 weight

44.2%

Top 10 weight

82.2%

Voting Authority Distribution

Total shares with voting rights: 189.84M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

189.84M

shares

% of voting shares100.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other72
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings72
Rows:

GROUPON INC

DFND
COM NEW
Shares10.18M
TypeSH
Market value$244.96M
17.32%
Sole
0.00
Shared
10.18M
None
0.00

B2GOLD CORP

DFND
COM
Shares64.56M
TypeSH
Market value$241.46M
17.07%
Sole
0.00
Shared
64.56M
None
0.00

ZIFF DAVIS INC

DFND
COM
Shares2.66M
TypeSH
Market value$139.33M
9.85%
Sole
0.00
Shared
2.66M
None
0.00

DOLE PLC

DFND
ORD SHS
Shares9.43M
TypeSH
Market value$129.34M
9.15%
Sole
0.00
Shared
9.43M
None
0.00

COURSERA INC

DFND
COM
Shares20.43M
TypeSH
Market value$115.24M
8.15%
Sole
0.00
Shared
20.43M
None
0.00

PHREESIA INC

DFND
COM
Shares8.92M
TypeSH
Market value$91.83M
6.49%
Sole
0.00
Shared
8.92M
None
0.00

LIGHTSPEED COMMERCE INC

DFND
SUB VTG SHS
Shares5.77M
TypeSH
Market value$60.57M
4.28%
Sole
0.00
Shared
5.77M
None
0.00

ALIBABA GROUP HLDG LTD

DFND
SPONSORED ADS
Shares518.96K
TypeSH
Market value$49.81M
3.52%
Sole
0.00
Shared
518.96K
None
0.00

PELOTON INTERACTIVE INC

DFND
CL A COM
Shares7.73M
TypeSH
Market value$45.68M
3.23%
Sole
0.00
Shared
7.73M
None
0.00

CARS COM INC

DFND
COM
Shares4.01M
TypeSH
Market value$43.85M
3.10%
Sole
0.00
Shared
4.01M
None
0.00

I-80 GOLD CORP

DFND
COM
Shares18.81M
TypeSH
Market value$27.09M
1.92%
Sole
0.00
Shared
18.81M
None
0.00

AT&T INC

DFND
COM
Shares1.14M
TypeSH
Market value$23.60M
1.67%
Sole
0.00
Shared
1.14M
None
0.00

ANGI INC

DFND
CL A NEW
Shares3.93M
TypeSH
Market value$23.39M
1.65%
Sole
0.00
Shared
3.93M
None
0.00

TELADOC HEALTH INC

DFND
COM
Shares1.97M
TypeSH
Market value$16.74M
1.18%
Sole
0.00
Shared
1.97M
None
0.00

MINERALYS THERAPEUTICS INC

DFND
COM
Shares614.28K
TypeSH
Market value$16.57M
1.17%
Sole
0.00
Shared
614.28K
None
0.00

ORACLE CORP

DFND
COM
Shares102K
TypeSH
Market value$14.95M
1.06%
Sole
0.00
Shared
102K
None
0.00

CARGURUS INC

DFND
COM CL A
Shares384.63K
TypeSH
Market value$13.11M
0.93%
Sole
0.00
Shared
384.63K
None
0.00

GODADDY INC

DFND
CL A
Shares127.18K
TypeSH
Market value$10.79M
0.76%
Sole
0.00
Shared
127.18K
None
0.00

NU HLDGS LTD

DFND
ORD SHS CL A
Shares735.95K
TypeSH
Market value$9.83M
0.70%
Sole
0.00
Shared
735.95K
None
0.00

GALIANO GOLD INC

DFND
COM
Shares5.04M
TypeSH
Market value$9.42M
0.67%
Sole
0.00
Shared
5.04M
None
0.00

TENCENT MUSIC ENTMT GROUP

DFND
SPON ADS
Shares1.09M
TypeSH
Market value$9.14M
0.65%
Sole
0.00
Shared
1.09M
None
0.00

COMMERCE.COM INC

DFND
COM SER 1
Shares3.05M
TypeSH
Market value$9.04M
0.64%
Sole
0.00
Shared
3.05M
None
0.00

WEAVE COMMUNICATIONS INC

DFND
COM
Shares1.49M
TypeSH
Market value$8.94M
0.63%
Sole
0.00
Shared
1.49M
None
0.00

STATE STR SPDR S&P 500 ETF T

DFND
TR UNIT
Shares11.10K
TypeSH
Market value$8.29M
0.59%
Sole
0.00
Shared
11.10K
None
0.00

GERON CORP

DFND
COM
Shares5.31M
TypeSH
Market value$6.79M
0.48%
Sole
0.00
Shared
5.31M
None
0.00
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