13FBOX
Pale Fire Capital SE · 13F 持仓分析
期权收益计算器 机构排行

Pale Fire Capital SE

No.2213 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$14.14亿
环比变动 Q1 2026
+$2.76亿+24.3%
持仓股票数
72
新买入
25
加仓
19
减仓
12
清仓
13
持股不变
16
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
GGROUPON INC CLASS AGRPN
17.32%10.65%$2.45亿1,018.1万股$1.21亿1,018.1万股00.00%持仓不变
BB2GOLDBTG
17.07%27.76%$2.41亿6,456.1万股$3.16亿6,974.0万股-517.9万股-7.43%减仓
ZIFF DAVISZD
9.85%10.26%$1.39亿266.1万股$1.17亿278.3万股-12.3万股-4.41%减仓
DOLEDOLE
9.15%11.84%$1.29亿942.7万股$1.35亿942.7万股00.00%持仓不变
COURSERACOUR
8.15%5.38%$1.15亿2,043.3万股$6,117.8万1,051.2万股+992.1万股+94.38%加仓
PHREESIAPHR
6.49%6.37%$9,183.1万892.4万股$7,248.1万864.9万股+27.5万股+3.18%加仓
LIGHTSPEED COMMERCELSPD
4.28%4.35%$6,056.9万577.4万股$4,950.0万552.5万股+24.9万股+4.51%加仓
阿里巴巴BABA
3.52%$4,981.0万51.9万股$00股+51.9万股新买入
PELOTON INTERACTIVEPTON
3.23%2.35%$4,567.6万772.9万股$2,674.6万623.5万股+149.4万股+23.96%加仓
CARS COMCARS
3.1%2.82%$4,385.0万400.8万股$3,212.8万395.7万股+5.2万股+1.30%加仓
II-80 GOLD CORP COMIAUX
1.92%2.78%$2,708.6万1,881.0万股$3,168.1万2,084.3万股-203.3万股-9.76%减仓
AAT&TT
1.67%$2,359.8万114.0万股$00股+114.0万股新买入
AANGI INC CL A NEWANGI
1.65%2.37%$2,338.6万393.0万股$2,692.3万393.0万股00.00%持仓不变
TTELADOC HEALTH INC COMTDOC
1.18%1.63%$1,673.8万197.4万股$1,852.2万339.8万股-142.5万股-41.92%减仓
MINERALYS THERAPEUTICSMLYS
1.17%0.87%$1,657.3万61.4万股$990.5万36.6万股+24.9万股+68.01%加仓
甲骨文ORCL
1.06%$1,494.8万10.2万股$00股+10.2万股新买入
CARGURUSCARG
0.93%$1,311.2万38.5万股$00股+38.5万股新买入
GoDaddyGDDY
0.76%$1,079.5万12.7万股$00股+12.7万股新买入
NubankNU
0.7%$983.2万73.6万股$00股+73.6万股新买入
GGALIANO GOLDGAU
0.67%0.88%$941.9万503.7万股$1,004.0万400.0万股+103.7万股+25.92%加仓
腾讯音乐TME
0.65%$914.1万109.5万股$00股+109.5万股新买入
CCOMMERCE.COM INC COM SER 1CMRC
0.64%0.69%$904.2万305.5万股$788.2万295.2万股+10.3万股+3.48%加仓
WWEAVE COMMUNICATIONS INC COMWEAV
0.63%0.61%$894.2万149.3万股$689.7万149.3万股00.00%持仓不变
SSPDR标普500 ETFSPY
0.59%$828.9万1.1万股$00股+1.1万股新买入
GGERONGERN
0.48%0.64%$679.3万530.7万股$728.4万488.8万股+41.9万股+8.57%加仓
REGENXBIO INC COMRGNX
0.39%0.36%$558.5万46.6万股$413.7万49.4万股-2.8万股-5.57%减仓
DocuSignDOCU
0.34%$479.7万10.8万股$00股+10.8万股新买入
FFRACTYL HEALTH INC COMGUTS
0.28%0.24%$397.5万500.3万股$271.1万592.1万股-91.8万股-15.50%减仓
JJOURNEY MED CORP COMDERM
0.26%0.2%$374.2万52.9万股$226.1万48.2万股+4.7万股+9.67%加仓
SYNDAX PHARMACEUTICALSSNDX
0.19%0.58%$274.5万12.6万股$664.5万28.4万股-15.9万股-55.86%减仓
SSPROUT SOCIALSPT
0.18%0.17%$259.6万34.4万股$196.0万34.4万股00.00%持仓不变
IINTEGRA RESITRG
0.17%$239.5万105.5万股$00股+105.5万股新买入
DDOUBLEVERIFYDV
0.17%0.09%$238.8万22.0万股$105.0万11.1万股+11.0万股+99.40%加仓
SSAGIMET BIOSCIENCESSGMT
0.12%0.1%$171.5万22.2万股$115.9万22.2万股00.00%持仓不变
HHERON THERAPEUTICS INC COMHRTX
0.08%0.19%$107.2万251.1万股$217.3万271.6万股-20.5万股-7.54%减仓
CCYBINHELP
0.07%0.06%$101.5万15.4万股$73.7万15.4万股00.00%持仓不变
PPERMA-FIX ENVIRONMENTAL SVCS COM NEWPESI
0.06%0.05%$79.5万5.6万股$52.0万4.9万股+7,001股+14.40%加仓
RRapid7RPD
0.05%0.04%$64.2万7.9万股$43.7万7.9万股00.00%持仓不变
KKURA ONCOLOGYKURA
0.04%0.61%$62.1万5.7万股$697.1万85.7万股-80.1万股-93.40%减仓
TTARSUS PHARMACEUTICALSTARS
0.04%0.03%$61.7万9,802股$39.6万5,652股+4,150股+73.43%加仓
GEOPARK USD SHSGPRK
0.04%0.02%$57.6万6.3万股$20.4万2.2万股+4.2万股+194.42%加仓
RIGEL PHARMACEUTICALSRIGL
0.04%0.03%$55.8万1.4万股$38.5万1.4万股00.00%持仓不变
UULTRAGENYX PHARMACEUTICAL INRARE
0.04%0.03%$55.1万1.7万股$34.6万1.7万股00.00%持仓不变
PPHATHOM PHARMACEUTICALSPHAT
0.04%$53.9万5.0万股$00股+5.0万股新买入
AABEONA THERAPEUTICS INC COM NEWABEO
0.04%0.03%$50.6万8.2万股$31.3万7.0万股+1.2万股+17.32%加仓
DDELCATH SYS INC COM NEWDCTH
0.04%0.03%$50.5万4.0万股$37.2万4.0万股00.00%持仓不变
OONITY GROUP INC COM NEWONIT
0.03%0.03%$47.0万1.2万股$38.6万9,833股+2,000股+20.34%加仓
SSLMSLM
0.03%$44.9万1.7万股$00股+1.7万股新买入
HARROWHROW
0.03%0.03%$44.7万1.1万股$30.0万8,515股+2,000股+23.49%加仓
TTENET HEALTHCARETHC
0.03%$37.4万2,000股$00股+2,000股新买入

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