Slate Path Capital LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$5.8T
Holdings
43
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UUNITY SOFTWARE INC | 20,016,952 | $484.4B | 8.35% | |
| 2 | WDCWESTERN DIGITAL CORP | 6,038,091 | $386.4B | 6.66% | |
| 3 | STXSEAGATE TECHNOLOGY HLDNGS PL | 2,348,006 | $338.9B | 5.84% | |
| 4 | HPEHEWLETT PACKARD ENTERPRISE C | 15,896,242 | $325.1B | 5.60% | |
| 5 | MUMICRON TECHNOLOGY INC | 2,578,100 | $317.8B | 5.48% | |
| 6 | WBDWARNER BROS DISCOVERY INC | 21,328,000 | $244.4B | 4.21% | |
| 7 | NBISNEBIUS GROUP N.V. | 3,937,200 | $217.8B | 3.76% | |
| 8 | SNDKSANDISK CORP | 4,738,618 | $214.9B | 3.70% | |
| 9 | NOKNOKIA CORP | 38,528,355 | $199.6B | 3.44% | |
| 10 | CSCOCISCO SYS INC | 2,682,470 | $186.1B | 3.21% | |
| 11 | 0VVBPARAMOUNT GLOBAL | 13,723,323 | $177.0B | 3.05% | |
| 12 | NEMNEWMONT CORP | 2,815,000 | $164.0B | 2.83% | |
| 13 | BBARRICK MNG CORP | 7,279,000 | $151.5B | 2.61% | |
| 14 | GLWCORNING INC | 2,878,000 | $151.4B | 2.61% | |
| 15 | COINCOINBASE GLOBAL INC | 420,780 | $147.5B | 2.54% | |
| 16 | EQTEQT CORP | 2,493,688 | $145.4B | 2.51% | |
| 17 | TEVATEVA PHARMACEUTICAL INDS LTD | 8,289,998 | $138.9B | 2.40% | |
| 18 | PAASPAN AMERN SILVER CORP | 4,717,000 | $134.0B | 2.31% | |
| 19 | IPINTERNATIONAL PAPER CO | 2,814,200 | $131.8B | 2.27% | |
| 20 | EXEEXPAND ENERGY CORPORATION | 1,117,814 | $130.7B | 2.25% | |
| 21 | AERAERCAP HOLDINGS NV | 1,111,412 | $130.0B | 2.24% | |
| 22 | GDXVANECK ETF TRUST | 2,364,000 | $123.1B | 2.12% | |
| 23 | GEVGE VERNOVA INC | 225,798 | $119.5B | 2.06% | |
| 24 | CLFCLEVELAND-CLIFFS INC NEW | 15,716,445 | $119.4B | 2.06% | |
| 25 | TECK/BTECK RESOURCES LTD | 2,708,533 | $109.4B | 1.89% | |
| 26 | AMDADVANCED MICRO DEVICES INC | 763,824 | $108.4B | 1.87% | |
| 27 | GEGE AEROSPACE | 421,000 | $108.4B | 1.87% | |
| 28 | UALUNITED AIRLS HLDGS INC | 1,153,272 | $91.8B | 1.58% | |
| 29 | DALDELTA AIR LINES INC DEL | 1,762,898 | $86.7B | 1.49% | |
| 30 | ARWRARROWHEAD PHARMACEUTICALS IN | 5,232,000 | $82.7B | 1.43% | |
| 31 | AALAMERICAN AIRLS GROUP INC | 7,054,594 | $79.2B | 1.36% | |
| 32 | STNESTONECO LTD | 4,193,541 | $67.3B | 1.16% | |
| 33 | ARANTERO RESOURCES CORP | 1,148,359 | $46.3B | 0.80% | |
| 34 | INTCINTEL CORP | 1,592,000 | $35.7B | 0.61% | |
| 35 | ALAIR LEASE CORP | 394,600 | $23.1B | 0.40% | |
| 36 | NYTNEW YORK TIMES CO | 345,239 | $19.3B | 0.33% | |
| 37 | TVRDTVARDI THERAPEUTICS INC | 704,118 | $16.4B | 0.28% | |
| 38 | SBSWSIBANYE STILLWATER LTD | 1,919,000 | $13.9B | 0.24% | |
| 39 | NXTNEXTRACKER INC | 238,900 | $13.0B | 0.22% | |
| 40 | SWSMURFIT WESTROCK PLC | 257,400 | $11.1B | 0.19% | |
| 41 | NAMSNEWAMSTERDAM PHARMA COMPANY | 319,000 | $5.8B | 0.10% | |
| 42 | FLBSTANDARD BIOTOOLS INC | 1,615,000 | $1.9B | 0.03% | |
| 43 | AUROWAURORA INNOVATION INC | 437,500 | $380.6M | 0.01% |