Generalist · Prague, 2N
Pale Fire Capital Se
- Software
- $304M
- Weight of 13F
- 22.0%
- Names
- 10
- Vs prior quarter
- +$117M
Filed 13 August 2026.
72 positions in the whole 13F.
Software held
- CourseraCOUR20,432,950 shares · 37.9% of their software$115M+$54.1M
- PhreesiaPHR8,924,329 shares · 30.2% of their software$91.8M+$19.3M
- LightspeedLSPD5,773,932 shares · 19.9% of their software$60.6M+$11.1M
- OracleORCL102,000 shares · 4.9% of their software$14.9MNew
- GoDaddyGDDY127,179 shares · 3.5% of their software$10.8MNew
- DocuSignDOCU108,000 shares · 1.6% of their software$4.8MNew
- Sprout SocialSPT343,841 shares · 0.9% of their software$2.6MFlat
- DoubleVerifyDV220,336 shares · 0.8% of their software$2.4M+$1.3M
- Rapid7RPD79,249 shares · 0.2% of their software$642KFlat
- ToastTOST10,000 shares · 0.1% of their software$278KFlat