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NEW YORK, NY · CIK 0001559706
Portfolio Value
$5.80B
Positions
44
New
7
Increased
6
Decreased
18
Sold Out
14
Slate Path Capital LP (NEW YORK, NY) reported a portfolio value of $5.80B across 44 positions in their Q2 2025 SEC 13F filing (period ending 2025-06-30). The top 10 positions account for 50.3% 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 | UUNITY SOFTWARE INC | $484.41M | 8.35% | +25.4% |
| 2 | WDCWESTERN DIGITAL CORP | $386.38M | 6.66% | -21.3% |
| 3 | STXSEAGATE TECHNOLOGY HLDNGS PL | $338.89M | 5.84% | -31.8% |
| 4 | HPEHEWLETT PACKARD ENTERPRISE C | $325.08M | 5.60% | +36.2% |
| 5 | MUMICRON TECHNOLOGY INC | $317.75M | 5.48% | New |
| 6 | WBDWARNER BROS DISCOVERY INC | $244.42M | 4.21% | -3.6% |
| 7 | NBISNEBIUS GROUP N.V. | $217.85M | 3.76% | -33.3% |
| 8 | SNDKSANDISK CORP | $214.90M | 3.70% | +3.1% |
| 9 | NOKNOKIA CORP | $199.58M | 3.44% | - |
| 10 | CSCOCISCO SYS INC | $186.11M | 3.21% | -28.7% |
| Stock | Value | Shares |
|---|---|---|
| MUMICRON TECHNOLOGY INC | $317.75M | 2,578,100 |
| BBARRICK MNG CORP | $151.55M | 7,279,000 |
| COINCOINBASE GLOBAL INC | $147.48M | 420,780 |
| GDXVANECK ETF TRUST | $123.07M | 2,364,000 |
| INTCINTEL CORP | $35.66M | 1,592,000 |
| TVRDTVARDI THERAPEUTICS INC | $16.43M | 704,118 |
| SBSWSIBANYE STILLWATER LTD | $13.86M | 1,919,000 |
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