SmartMoneyDB

Slate Path Capital LP

NEW YORK, NY · CIK 0001559706

Portfolio Value: $1.28B
Positions: 13
Period: 2016-06-30
Filed: 2016-08-15

Portfolio Value

$1.28B

Positions

13

New

7

Increased

2

Decreased

0

Sold Out

45

Slate Path Capital LP Q2 2016 13F Filing Summary

Slate Path Capital LP (NEW YORK, NY) reported a portfolio value of $1.28B across 13 positions in their Q2 2016 SEC 13F filing (period ending 2016-06-30). Top holdings include GDX ($249.11M), PYPL ($214.68M), CHTR ($171.48M). The top 10 positions account for 96.6% of the portfolio. This quarter saw 7 new positions, 2 increases, 45 complete exits. Notable new buys: GDX ($249.11M), CHTR ($171.48M), SYMCEUR ($113.07M). Notable exits: BEKE, SPY, CHTR.

All Holdings

#StockValueWeightChange
1
GDXVANECK VECTORS ETF TR
GOLD MINERS ETF
$249.11M
19.48%
New
2
PYPLPAYPAL HLDGS INC
COM
$214.68M
16.79%
+10.0%
3
CHTRCHARTER COMMUNICATIONS INC N
CL A
$171.48M
13.41%
New
4
TRIPTRIPADVISOR INC
COM
$120.56M
9.43%
+19.0%
5
SYMCEURSYMANTEC CORP
COM
$113.07M
8.84%
New
6
PODDINSULET CORP
COM
$82.25M
6.43%
-
7
TECKTECK RESOURCES LTD
CL B
$80.53M
6.30%
New
8
TESORO CORP
COM
$74.55M
5.83%
-
9
AAALCOA INC
COM
$65.26M
5.10%
New
10
ALNYALNYLAM PHARMACEUTICALS INC
COM
$62.98M
4.93%
-
11
THCHOPHTHOTECH CORP
COM
$21.94M
1.72%
-
12
TATTUNITED STATES STL CORP NEW
COM
$12.64M
0.99%
New
13
ATRAATARA BIOTHERAPEUTICS INC
COM
$9.45M
0.74%
New

Position Changes

StockValueShares
GDXVANECK VECTORS ETF TR
$249.11M8,990,000
CHTRCHARTER COMMUNICATIONS INC N
$171.48M750,000
SYMCEURSYMANTEC CORP
$113.07M5,505,000
TECKTECK RESOURCES LTD
$80.53M6,115,000
AAALCOA INC
$65.26M7,040,000
TATTUNITED STATES STL CORP NEW
$12.64M750,000
ATRAATARA BIOTHERAPEUTICS INC
$9.45M420,000