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NEW YORK, NY · CIK 0001559706
New positions
10
Added to
15
Trimmed
13
Exited
17
Slate Path Capital LP (NEW YORK, NY) reported a portfolio value of $6.73B across 44 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 53.6% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | HPEHEWLETT PACKARD ENTERPRISE C | $553.70M | 8.22% | -4.7% |
| 2 | TXNTEXAS INSTRS INC | $518.40M | 7.70% | New |
| 3 | ONON SEMICONDUCTOR CORP | $482.90M | 7.17% | -25.6% |
| 4 | NUENUCOR CORP | $345.21M | 5.13% | +22.7% |
| 5 | RKTROCKET COS INC | $329.93M | 4.90% | -9.9% |
| 6 | NOKNOKIA CORP | $288.14M | 4.28% | +6.4% |
| 7 | QQNITY ELECTRONICS INC | $287.26M | 4.27% | +29.9% |
| 8 | UALUNITED AIRLS HLDGS INC | $286.62M | 4.26% | +64.7% |
| 9 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | $265.92M | 3.95% | +7.8% |
| 10 | UUNITY SOFTWARE INC | $249.01M | 3.70% | +38.4% |
| Stock | Value | Shares |
|---|---|---|
| TXNTEXAS INSTRS INC | $518.40M | 2,670,225 |
| RIGTRANSOCEAN LTD | $199.31M | 30,062,100 |
| SAIASAIA INC | $108.19M | 308,000 |
| WOLFWOLFSPEED INC | $68.45M | 4,438,156 |
| SEDGSOLAREDGE TECHNOLOGIES INC | $37.61M | 736,700 |
| ENPHENPHASE ENERGY INC | $34.40M | 909,900 |
| SNAPSNAP INC | $33.52M | 7,287,400 |
| TET1 ENERGY INC | $27.60M | 6,287,300 |
| XPOXPO INC | $19.57M | 100,600 |
| SWSMURFIT WESTROCK PLC | $7.44M | 186,684 |
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