Slate Path Capital LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$5.5T
Holdings
50
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UUNITY SOFTWARE INC | 15,968,468 | $312.8B | 5.65% | |
| 2 | WDCWESTERN DIGITAL CORP | 7,670,891 | $310.1B | 5.60% | |
| 3 | STXSEAGATE TECHNOLOGY HLDNGS PL | 3,443,706 | $292.5B | 5.28% | |
| 4 | BABAALIBABA GROUP HLDG LTD | 2,036,000 | $269.2B | 4.86% | |
| 5 | WBDWARNER BROS DISCOVERY INC | 22,120,000 | $237.3B | 4.29% | |
| 6 | CSCOCISCO SYS INC | 3,761,372 | $232.1B | 4.19% | |
| 7 | SNDKSANDISK CORP | 4,594,351 | $218.7B | 3.95% | |
| 8 | NOKNOKIA CORP | 38,528,355 | $203.0B | 3.67% | |
| 9 | CLFCLEVELAND-CLIFFS INC NEW | 21,965,000 | $180.6B | 3.26% | |
| 10 | HPEHEWLETT PACKARD ENTERPRISE C | 11,674,564 | $180.1B | 3.25% | |
| 11 | IPINTERNATIONAL PAPER CO | 3,094,200 | $165.1B | 2.98% | |
| 12 | 0VVBPARAMOUNT GLOBAL | 13,723,323 | $164.1B | 2.96% | |
| 13 | NEMNEWMONT CORP | 3,185,000 | $153.8B | 2.78% | |
| 14 | TEVATEVA PHARMACEUTICAL INDS LTD | 9,655,998 | $148.4B | 2.68% | |
| 15 | EQTEQT CORP | 2,716,688 | $145.2B | 2.62% | |
| 16 | AERAERCAP HOLDINGS NV | 1,300,200 | $132.8B | 2.40% | |
| 17 | GLWCORNING INC | 2,878,000 | $131.8B | 2.38% | |
| 18 | EXEEXPAND ENERGY CORPORATION | 1,161,814 | $129.3B | 2.34% | |
| 19 | NBISNEBIUS GROUP N.V. | 5,904,200 | $124.6B | 2.25% | |
| 20 | PAASPAN AMERN SILVER CORP | 4,717,000 | $121.8B | 2.20% | |
| 21 | AKAMAKAMAI TECHNOLOGIES INC | 1,411,249 | $113.6B | 2.05% | |
| 22 | TWLOTWILIO INC | 1,106,000 | $108.3B | 1.96% | |
| 23 | GEVGE VERNOVA INC | 346,608 | $105.8B | 1.91% | |
| 24 | TECK/BTECK RESOURCES LTD | 2,708,533 | $98.7B | 1.78% | |
| 25 | KWEBKRANESHARES TRUST | 2,696,393 | $94.1B | 1.70% | |
| 26 | AALAMERICAN AIRLS GROUP INC | 8,738,594 | $92.2B | 1.67% | |
| 27 | GEGE AEROSPACE | 436,500 | $87.4B | 1.58% | |
| 28 | CFLTCONFLUENT INC | 3,580,000 | $83.9B | 1.52% | |
| 29 | AAALCOA CORP | 2,735,211 | $83.4B | 1.51% | |
| 30 | DALDELTA AIR LINES INC DEL | 1,889,298 | $82.4B | 1.49% | |
| 31 | UALUNITED AIRLS HLDGS INC | 1,137,872 | $78.6B | 1.42% | |
| 32 | ARWRARROWHEAD PHARMACEUTICALS IN | 5,232,000 | $66.7B | 1.20% | |
| 33 | AMDADVANCED MICRO DEVICES INC | 607,500 | $62.4B | 1.13% | |
| 34 | JDJD.COM INC | 1,416,165 | $58.2B | 1.05% | |
| 35 | ARANTERO RESOURCES CORP | 1,350,220 | $54.6B | 0.99% | |
| 36 | NKENIKE INC | 857,000 | $54.4B | 0.98% | |
| 37 | STNESTONECO LTD | 4,908,541 | $51.4B | 0.93% | |
| 38 | BEKEKE HLDGS INC | 2,539,359 | $51.0B | 0.92% | |
| 39 | ABXBARRICK GOLD CORP | 2,164,000 | $42.1B | 0.76% | |
| 40 | USX1UNITED STATES STL CORP NEW | 971,000 | $41.0B | 0.74% | |
| 41 | IRTCIRHYTHM TECHNOLOGIES INC | 365,400 | $38.3B | 0.69% | |
| 42 | CIVICIVITAS RESOURCES INC | 982,935 | $34.3B | 0.62% | |
| 43 | BIDUNBAIDU INC | 371,300 | $34.2B | 0.62% | |
| 44 | ALAIR LEASE CORP | 387,900 | $18.7B | 0.34% | |
| 45 | NYTNEW YORK TIMES CO | 345,239 | $17.1B | 0.31% | |
| 46 | SWSMURFIT WESTROCK PLC | 257,400 | $11.6B | 0.21% | |
| 47 | NXTNEXTRACKER INC | 238,900 | $10.1B | 0.18% | |
| 48 | NAMSNEWAMSTERDAM PHARMA COMPANY | 319,000 | $6.5B | 0.12% | |
| 49 | FLBSTANDARD BIOTOOLS INC | 1,615,000 | $1.7B | 0.03% | |
| 50 | AUROWAURORA INNOVATION INC | 437,500 | $616.8M | 0.01% |