Funds

Slate Path Capital

Дэвид Гринспен

13F AUM 7.22 B $
positions 40
filed August 14, 2026
Ticker Name Weight Δ since
UNP UNION PAC CORP 8.67%
U UNITY SOFTWARE INC 6.36%
UAL UNITED AIRLS HLDGS INC 6.26%
HUM HUMANA INC 5.94%
STM STMICROELECTRONICS N V 5.43%
RIVN RIVIAN AUTOMOTIVE INC 5.28%
HPE HEWLETT PACKARD ENTERPRISE C 4.86%
FDXF FEDEX FGHT HLDG CO INC 4.7%
DAL DELTA AIR LINES INC 3.91%
NUE NUCOR CORP 3.88%
FCX FREEPORT MCMORAN INC 3.85%
CLF CLEVELAND-CLIFFS INC NEW 3.69%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 3.68%
WOLF WOLFSPEED INC 2.96%
CSX CSX CORP 2.64%
IP INTERNATIONAL PAPER CO 2.56%
RIG TRANSOCEAN LTD 2.52%
APTV APTIV PLC 2.25%
JHX JAMES HARDIE INDS PLC 2.18%
AAL AMERICAN AIRLINES GROUP INC 2.07%
RBLX ROBLOX CORP 2.07%
TXN TEXAS INSTRS INC 2.04%
AKAM AKAMAI TECHNOLOGIES INC 1.96%
ENPH ENPHASE ENERGY INC 1.76%
ON ON SEMICONDUCTOR CORP 1.66%
KMX CARMAX INC 1.34%
PSKY PARAMOUNT SKYDANCE CORP 1.03%
FIGR FIGURE TECHNOLOGY SOLUTIO 0.85%
GDS GDS HLDGS LTD 0.62%
COIN COINBASE GLOBAL INC 0.53%
CRCL CIRCLE INTERNET GROUP INC 0.49%
SNAP SNAP INC 0.45%
WHR WHIRLPOOL CORP 0.36%
PURR HYPERLIQUID STRATEGIES INC 0.3%
XPO XPO INC 0.29%
GEV GE VERNOVA INC 0.22%
UNH UNITEDHEALTH GROUP INC 0.16%
NAMS NEWAMSTERDAM PHARMA COMPANY 0.15%
TVRD TVARDI THERAPEUTICS INC 0.02%
AUR AURORA INNOVATION INC 0.0%