Pale Fire Capital SE 13F 持仓 · 2026年Q2
Pale Fire Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 71 只证券，申报市值合计 14.14 亿美元。前几大持仓：GRPN（17.32%）、BTG（17.07%）、ZD（9.85%）。本季前 25 大持仓中：新建仓 8 只、增持 9 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GRPN | GROUPON INC | $245.0M | 17.32% | 10.2M | 持平 |
| 2 | BTG | B2GOLD CORP | $241.5M | 17.07% | 64.6M | 减持 |
| 3 | ZD | ZIFF DAVIS INC | $139.3M | 9.85% | 2.7M | 减持 |
| 4 | DOLE | DOLE PLC | $129.3M | 9.15% | 9.4M | 持平 |
| 5 | COUR | COURSERA INC | $115.2M | 8.15% | 20.4M | 增持 |
| 6 | PHR | PHREESIA INC | $91.8M | 6.49% | 8.9M | 增持 |
| 7 | LSPD | LIGHTSPEED COMMERCE INC | $60.6M | 4.28% | 5.8M | 增持 |
| 8 | BABA | ALIBABA GROUP HLDG LTD | $49.8M | 3.52% | 518,964 | 新建仓 |
| 9 | PTON | PELOTON INTERACTIVE INC | $45.7M | 3.23% | 7.7M | 增持 |
| 10 | CARS | CARS COM INC | $43.8M | 3.10% | 4.0M | 增持 |
| 11 | IAUX | I-80 GOLD CORP | $27.1M | 1.92% | 18.8M | 减持 |
| 12 | T | AT&T INC | $23.6M | 1.67% | 1.1M | 新建仓 |
| 13 | ANGI | ANGI INC | $23.4M | 1.65% | 3.9M | 持平 |
| 14 | TDOC | TELADOC HEALTH INC | $16.7M | 1.18% | 2.0M | 减持 |
| 15 | MLYS | MINERALYS THERAPEUTICS INC | $16.6M | 1.17% | 614,284 | 增持 |
| 16 | ORCL | ORACLE CORP | $14.9M | 1.06% | 102,000 | 新建仓 |
| 17 | CARG | CARGURUS INC | $13.1M | 0.93% | 384,626 | 新建仓 |
| 18 | GDDY | GODADDY INC | $10.8M | 0.76% | 127,179 | 新建仓 |
| 19 | NU | NU HLDGS LTD | $9.8M | 0.70% | 735,954 | 新建仓 |
| 20 | GAU | GALIANO GOLD INC | $9.4M | 0.67% | 5.0M | 增持 |
| 21 | TME | TENCENT MUSIC ENTMT GROUP | $9.1M | 0.65% | 1.1M | 新建仓 |
| 22 | CMRC | COMMERCE.COM INC | $9.0M | 0.64% | 3.1M | 增持 |
| 23 | WEAV | WEAVE COMMUNICATIONS INC | $8.9M | 0.63% | 1.5M | 持平 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $8.3M | 0.59% | 11,100 | 新建仓 |
| 25 | GERN | GERON CORP | $6.8M | 0.48% | 5.3M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR