Slate Path Capital LP

Institutional manager (13F) · CIK 1559706

13F holdings · as of 2026-03-31 · top 44 · reported portfolio $6.7B

#	Issuer	Value	Shares
1	HEWLETT PACKARD ENTERPRISE C	$554M	23,254,842
2	TEXAS INSTRS INC	$518M	2,670,225
3	ON SEMICONDUCTOR CORP	$483M	7,798,800
4	NUCOR CORP	$345M	2,041,470
5	ROCKET COS INC	$330M	23,152,887
6	NOKIA CORP	$288M	35,838,802
7	QNITY ELECTRONICS INC	$287M	2,489,700
8	UNITED AIRLS HLDGS INC	$287M	3,113,052
9	KNIGHT-SWIFT TRANSN HLDGS IN	$266M	4,618,200
10	UNITY SOFTWARE INC	$249M	11,349,752
11	EQT CORP	$247M	3,886,288
12	GLOBALFOUNDRIES INC	$224M	5,042,300
13	STMICROELECTRONICS N V	$212M	6,125,400
14	AMRIZE LTD	$210M	3,752,947
15	FREEPORT MCMORAN INC	$204M	3,468,900
16	TRANSOCEAN LTD	$199M	30,062,100
17	DELTA AIR LINES INC	$197M	2,966,548
18	UNION PAC CORP	$178M	732,804
19	CLEVELAND-CLIFFS INC NEW	$163M	19,243,981
20	AERCAP HOLDINGS NV	$134M	974,544
21	INTERNATIONAL PAPER CO	$121M	3,379,676
22	SAIA INC	$108M	308,000
23	GE VERNOVA INC	$102M	116,558
24	JAMES HARDIE INDS PLC	$102M	5,364,500
25	TWILIO INC	$93M	742,810
26	HUMANA INC	$80M	459,700
27	AMERICAN AIRLINES GROUP INC	$70M	6,471,684
28	WOLFSPEED INC	$68M	4,438,156
29	FIGURE TECHNOLOGY SOLUTIO	$68M	2,002,100
30	PARAMOUNT SKYDANCE CORP	$68M	7,512,784
31	COINBASE GLOBAL INC	$46M	263,379
32	SOLAREDGE TECHNOLOGIES INC	$38M	736,700
33	WHIRLPOOL CORP	$36M	662,300
34	ENPHASE ENERGY INC	$34M	909,900
35	SNAP INC	$34M	7,287,400
36	T1 ENERGY INC	$28M	6,287,300
37	XPO INC	$20M	100,600
38	EXPAND ENERGY CORPORATION	$15M	133,555
39	NEWAMSTERDAM PHARMA COMPANY	$10M	319,000
40	STUBHUB HLDGS INC	$9M	1,459,200
41	SMURFIT WESTROCK PLC	$7M	186,684
42	TVARDI THERAPEUTICS INC	$2M	704,118
43	STANDARD BIOTOOLS INC	$1M	1,615,000
44	AURORA INNOVATION INC	$87k	437,500

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.