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Midas Edge

13-F holdings, Q2 2026

Pale Fire Capital SE

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$1.4B
Positions
71
Filed
Data as of

These holdings are as of , 130 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. GRPN$245M
    10,181,070 shares17.4% of the book
  2. BTG$241.5M
    64,560,777 shares17.2% of the book
  3. ZD$139.3M
    2,660,554 shares9.9% of the book
  4. DOLE$129.3M
    9,427,476 shares9.2% of the book
  5. COUR$115.2M
    20,432,950 shares8.2% of the book
  6. PHR$91.8M
    8,924,329 shares6.5% of the book
  7. LSPD$60.6M
    5,773,932 shares4.3% of the book
  8. BABA$49.8M
    518,964 shares3.5% of the book
  9. PTON$45.7M
    7,728,586 shares3.2% of the book
  10. CARS$43.8M
    4,008,218 shares3.1% of the book

What changed this quarter

24 new positions and 13 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • COUR

    COURSERA INC

    +$56M

    +94.4% shares

  • BABA

    ALIBABA GROUP HLDG LTD

    +$49.8M

    New

  • T

    AT&T INC

    +$23.6M

    New

  • ORCL

    ORACLE CORP

    +$14.9M

    New

  • CARG

    CARGURUS INC

    +$13.1M

    New

Largest sells

  • LQDA

    LIQUIDIA CORPORATION

    −$30.7M

    -99.1% shares

  • BAX

    BAXTER INTL INC

    −$26.6M

    Sold out, was 2.3% of the book

  • BTG

    B2GOLD CORP

    −$19.4M

    -7.4% shares

  • TDOC

    TELADOC HEALTH INC

    −$12.1M

    -41.9% shares

  • KURA

    KURA ONCOLOGY INC

    −$8.8M

    -93.4% shares

What was sold out, by size

  • 2 real positions, 0.25% of the book or more
  • 9 small, between 0.015% and 0.25%
  • 2 slivers under 0.015%, often rounding or client flows

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.