Slate Path Capital LP

CIK

1559706

City

New York

State / Country

NY

Stock

SNAP — Snap Inc

Top Portfolio Positions

43 positions · $6,842,748,375 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
HPE	Hewlett Packard Enterprise Co Technology	23,254,842	$553,697,788	8.09%
TXN	Texas Instruments Inc Technology	2,670,225	$518,397,481	7.58%
ON	On Semiconductor Corp Technology	7,798,800	$482,901,696	7.06%
NUE	Nucor Corp Basic Materials	2,041,470	$345,212,577	5.04%
RKT	Rocket Companies, Inc. Financial Services	23,152,887	$329,928,639	4.82%
NOK	Nokia Corp Technology	35,838,802	$288,143,968	4.21%
Q	Qnity Electronics, Inc. Technology	2,489,700	$287,261,586	4.20%
UAL	United Airlines Holdings, Inc. Industrials	3,113,052	$286,618,697	4.19%
KNX	Knight-Swift Transportation Holdings Inc. Industrials	4,618,200	$265,915,956	3.89%
U	Unity Software Inc. Technology	11,349,752	$249,013,558	3.64%

Portfolio Trend

25 quarters · across all stocks

Holdings in SNAP

Compact Export CSV

Shares Held

Position Value (USD)

11 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$33,522,040	7,287,400	+8.7%	Shares	Sole	2026-05-15
2025-09-30	$51,704,802	6,706,200	-29.4%	Shares	Sole	2025-11-14
2023-12-31	$160,817,731	9,498,980	+550.6%	Shares	Sole	2024-02-14
2023-06-30	$17,286,400	1,460,000	+8.1%	Shares	Sole	2023-08-14
2023-03-31	$15,133,500	1,350,000	-65.5%	Shares	Sole	2023-05-15
2022-12-31	$34,994,500	3,910,000	+9.5%	Shares	Sole	2023-02-14
2022-09-30	$35,057,400	3,570,000	+86.9%	Shares	Sole	2022-11-14
2022-06-30	$25,078,300	1,910,000	-56.2%	Shares	Sole	2022-08-15
2020-09-30	$113,970,150	4,365,000	-4.8%	Shares	Sole	2020-11-16
2020-06-30	$107,701,650	4,585,000	-52.2%	Shares	Sole	2020-08-14
2020-03-31	$113,965,650	9,585,000	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.